Top Tech Jobs & Startup Jobs in Montreal

As a Mobile Financial Services Representative, you'll engage with clients at Costco to understand their financial needs, promote banking products, and offer exceptional customer service. You'll also leverage technology to introduce clients to digital banking options while meeting sales targets in a self-managed environment.

Manage and grow a substantial client portfolio through relationship management, personalized financial planning, investment advice, lending solutions, and exceptional service. Develop new business through networking, market outreach, referrals, and community involvement. Deliver CIBC’s Imperial Service approach while working full-time on-site and supporting multiple nearby banking centres, including some evening and weekend hours.

Engage Costco members at an on-site kiosk to identify needs, open chequing and savings accounts, promote digital banking, meet sales targets, process transactions, refer complex enquiries to banking centres, and work rotational shifts including weekends and holidays.

Build and deepen client relationships in a banking centre by understanding personal and business goals, recommending financial products, providing tailored advice, supporting digital banking adoption, and achieving sales results. The role requires client engagement, outreach, collaboration, and flexible on-site work across nearby banking centres.

Lead and coach a team of client service and financial service professionals in a banking centre. Drive exceptional client experiences, deepen client relationships, resolve complaints, support financial advice, monitor business performance, implement action plans, and collaborate across teams. The role is full-time on-site, includes banking centre hours such as evenings and weekends, and may require work across nearby locations.

Build and manage client relationships in a banking centre by understanding personal and business goals, recommending financial products and solutions, providing tailored service, and supporting digital banking adoption. Responsibilities include financial planning, client outreach, networking, sales achievement, and referrals to appropriate banking specialists. The role requires on-site work, flexibility for evenings and weekends, and availability to work at multiple nearby banking centres.

Provides front-line service in a banking centre by welcoming clients, understanding their needs, supporting account and product management, resolving issues, and referring clients to appropriate banking specialists. The role also promotes digital banking tools and helps clients use mobile applications. It is a full-time, on-site position requiring strong customer service, problem-solving, teamwork, digital literacy, and financial processing skills.

Provides personalized financial advice to personal and small-business clients, manages mortgage-client relationships, identifies investment, credit, and banking needs, and refers clients to appropriate specialists. Builds relationships through outreach, networking, calls, and community events while promoting digital banking tools. Requires 2–3 years of financial advisory and sales experience, mutual funds accreditation, and eligibility for CIRO-MFD licensing.

Manages complex credit portfolios for high-net-worth Private Banking clients. Responsibilities include assessing personal and commercial credit requests, structuring lending facilities and security, preparing credit applications and deal summaries, negotiating terms with risk management, coordinating loan and security documentation, monitoring credit expiries, and advising Private Banking teams on credit policies and procedures. Requires financial statement analysis, lending expertise, estate planning knowledge, strong computer skills, and fluency in French and English.

Build and manage personal and business banking client relationships, understand financial goals, recommend tailored products, and support clients with cash management, credit, investments, and wealth protection. Drive sales results through networking, outreach, and relationship deepening while introducing clients to digital banking tools. The role is full-time onsite, may require evening and weekend hours, and involves working across multiple nearby banking centres.