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Reposted 24 Days AgoSaved
In-Office
Saint-Léonard, Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
Serve clients at a busy banking centre by building relationships, understanding financial goals, recommending banking, credit and investment solutions, promoting digital tools, and meeting sales targets while working on-site with flexible hours.
Top Skills: Digital LiteracyMobile Banking Applications
Entry level
Fintech • Payments • Financial Services
The Mobile Mortgage Advisor will engage clients, provide mortgage advice, build relationships, and develop business opportunities in a flexible work environment.
Top Skills: Financial PlanningMortgage Lending
Reposted 24 Days AgoSaved
In-Office
Bedford, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
Provide relationship-oriented banking service in a branch: advise clients on financial goals, recommend products (cash management, credit, investments), perform outreach, introduce digital/mobile banking tools, work branch hours and across nearby centres to meet sales targets.
Top Skills: Mobile Banking Applications
Reposted 24 Days AgoSaved
In-Office
Yellowknife, NT, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Advisor, you'll build and manage client relationships, provide financial advice on banking and investments, and engage with the community to enhance brand awareness.
Top Skills: Financial PlanningFinancial ServicesInvestment SolutionsLending Solutions
Reposted 25 Days AgoSaved
In-Office
Red Deer, AB, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Provide mobile mortgage advice and product solutions, meet clients remotely or in-person, build relationships and referral networks, develop local sales plans, collaborate with banking centre teams, and manage mortgage documentation and lending processes.
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27 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Manage and grow a dedicated client portfolio through relationship management, comprehensive financial planning, and trusted investment advice. Proactively develop new clients, leverage CIBC credit and investment solutions, engage in community outreach, and deliver exceptional client service while maintaining required licensing and on-site presence.
27 Days AgoSaved
In-Office
4 Locations
110K-135K Annually
Expert/Leader
110K-135K Annually
Expert/Leader
Fintech • Payments • Financial Services
Manage end-to-end equipment finance operations including documentation, closing, servicing, payment processing and payoffs. Support clients, review loan/lease and collateral documentation, monitor transactions for discrepancies and risks, collaborate with sales/credit/legal teams, and drive process improvements to strengthen controls and operational efficiency across the portfolio.
Top Skills: AspireLoan And Lease Servicing SystemsMS Office
Reposted 27 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Manage and grow a complex personal and business banking client portfolio by delivering comprehensive financial plans, investment, retirement and credit advice, and exceptional client service. Lead and mentor advisors, convert leads into clients, and work across multiple banking centres with flexible hours to support client needs and business goals.
28 Days AgoSaved
In-Office
New York, NY, USA
150K-185K Annually
Mid level
150K-185K Annually
Mid level
Fintech • Payments • Financial Services
Manage client- and lender-facing activities for project finance and infrastructure transactions where CIBC is Administrative Agent or bilateral lender. Serve as main contact for stakeholders, coordinate lender responses, direct transaction advisors, distribute reports, run lender/sponsor calls, and support portfolio management and senior-management reporting.
Top Skills: ExcelMS Office
28 Days AgoSaved
In-Office
New York, NY, USA
175K-250K Annually
Senior level
175K-250K Annually
Senior level
Fintech • Payments • Financial Services
Manage and grow a portfolio of high-net-worth clients through relationship management, business development, investment and wealth advisory, and event engagement. Drive profitability, ensure compliance, collaborate internally to deliver seamless service, and achieve revenue goals while controlling expenses.
Top Skills: MS Office
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