Top Tech Jobs & Startup Jobs in Montreal

Serve clients at a banking centre by building relationships, understanding financial goals, advising on cash management, credit, investments and wealth protection, promoting digital banking tools, and supporting outreach and sales to meet targets.

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.

As a Financial Advisor, you'll manage client portfolios, provide financial advice, engage in business development, and enhance community involvement to grow client relationships at CIBC.

As a Financial Advisor at CIBC, you will manage client relationships, provide tailored financial advice, and contribute to business development while participating in community engagement activities.

As a Mobile Financial Services Representative, you'll engage with Costco members to identify financial needs, provide product information, and deliver exceptional client service while meeting sales targets in a fast-paced environment.

As an Investment Representative at CIBC, you'll provide exceptional customer service, process client orders, and build strong relationships to meet client needs effectively.

Build and grow a client portfolio through relationship management and needs-based financial advice (banking, investments, lending, estate and retirement planning). Act as single point of contact, generate new business via networking and community outreach, meet performance targets, and work flexible branch hours including evenings and weekends.

Provide relationship-focused retail banking service: meet clients, assess goals, recommend financial products (credit, investments, cash management), drive sales results, promote digital/mobile tools, and support outreach and community engagement while working on-site and across nearby branches.

Manage and grow a client portfolio through relationship management, financial planning, and client service, using CIBC's tools to provide investment advice and support client decisions.