Financial Services Representative II

3 weeks ago

Salmon Arm BC, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative II page is loaded Financial Services Representative II Apply locations Salmon Arm, BC time type Full time posted on Posted Yesterday job requisition id 2409316

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

How you'll succeed

  • Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
  • Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .

Job Location

Salmon Arm

Employment Type

Regular

Weekly Hours

37.5

Skills

Digital Literacy, Establishing and Maintaining Interpersonal Relationships (Inactive), Face to Face Customer Service, Influencing Others, Outbound Calls, Proactive Approach, Resolving Conflicts and Negotiating with Others (Inactive), Self Confidence, Strong Interpersonal Skills (Inactive)

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr

  • Financial Services Representative II

    6 days ago

    Kamloops, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Kamloops, BC time type Full time posted on Posted 6 Days Ago job requisition id 2410443 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our...

  • Representant de Finances

    6 days ago

    Kamloops, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Kamloops, BC time type Full time posted on Posted 6 Days Ago job requisition id 2410443 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking...

  • Financial Advisor

    2 weeks ago

    SALMON ARM, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionNote:There are two positions posted for a new Advisor in Salmon Arm - Banking Advisor and Financial Advisor. Only one of these positions will be filled, based on the skills and abilities of the successful candidate.What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value...

  • Financial Advisor

    2 weeks ago

    Salmon Arm, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionNote:There are two positions posted for a new Advisor in Salmon Arm - Banking Advisor and Financial Advisor. Only one of these positions will be filled, based on the skills and abilities of the successful candidate.What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value...

  • Financial Advisor

    7 days ago

    SALMON ARM, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionNote:There are two positions posted for a new Advisor in Salmon Arm - Banking Advisor and Financial Advisor. Only one of these positions will be filled, based on the skills and abilities of the successful candidate.What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value...

  • Financial Client Services Representative

    4 weeks ago

    Vernon, BC, Canada goeasy Ltd Full time

    easyhome is Canada’s largest lease-to-own business! We pride ourselves on helping everyday Canadians achieve their personal and financial goals by making home goods affordable through weekly and monthly payment plans. As a Financial Service Representative , you’ll be responsible for generating sales and managing overdue accounts through direct...

  • Client Service Representative

    3 weeks ago

    Salmon Arm, BC, Canada BMO Full time

    Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Supports customer requests for banking services, including handling transactions and supporting customers who walk...

  • Client Care Representative

    4 weeks ago

    Salmon Arm, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • Customer Service Associate Full Time

    6 days ago

    Prince George, BC, Canada Integris Credit Union Full time

    Member Services Representative (Full Time) Job Category: Banking Full-Time Integris is currently searching for an individual to fill the role as a permanent full time Member Service Representative II (MSR II) at our Town Centre branch. The ideal candidate will have great customer service skills, love working with people, have an outgoing...

  • IT Operations Specialist

    1 week ago

    Salmon Arm, Canada SASCU Financial Group Full time

    Create your future with SASCU Financial Group! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! The **Information...

  • security service manager

    3 weeks ago

    Salmon Arm, Canada Vadium Security Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsTasksPlan and control budget and expendituresPlan and direct researchDirect and advise staff in the development and implementation of service quality assessment strategiesPlan, administer and control budgets for client projects, contracts, equipment and suppliesRepresent the company within...

  • security service manager

    2 weeks ago

    Salmon Arm, Canada Vadium Security Full time

    Education: Expérience: EducationBachelor's degreeTasksPlan and control budget and expendituresPlan and direct researchDirect and advise staff in the development and implementation of service quality assessment strategiesPlan, administer and control budgets for client projects, contracts, equipment and suppliesRepresent the company within various economic...

  • Remote Technology Business Development Representative

    3 weeks ago

    Vancouver, BC, Canada Marble Financial Inc. Full time

    We're Marble, an innovative and forward-thinking company in Financial Technology Wellness Solutions. Our open-door policy facilitates a path for all employees while our cross functional teams help us learn from each other's successes as well! As a Business Development Representative, you will be working with our growing and dynamic B2B department selling to...

  • Client Care Representative

    3 weeks ago

    Salmon Arm, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • Client Care Representative – Personal Lines

    3 weeks ago

    Salmon Arm, Canada Hub International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • College Professor

    5 days ago

    Salmon Arm, Canada Okanagan College Full time

    Position Information **Position Number** - P00125**Position Title** - College Professor - Communications**Division/Portfolio** - Arts and Foundational Programs**Department/Program** - Communications**Location** - Vernon, Kelowna, Penticton, Salmon Arm**Other Flexible Work Options** **Your Opportunity** - The role and responsibilities of a faculty member...

  • Financial Service Representative

    2 weeks ago

    Powell River, BC, Canada First Credit Union Full time

    Financial Service Representative (Permanent, Casual) - Powell River Tuesday, April 30, 2024 Join Our Team Location: Powell River Be one of the many First Credit Union team members who say, “I love my job” - this resonates in our 5-star rating on Glassdoor and our standing as one of B.C.’s Top Employers. First Credit Union is a financial...

  • automotive service technician

    3 weeks ago

    Salmon Arm, Canada Canadian Tire 482 Full time

    Education: No degree, certificate or diplomaExperience: 5 years or moreWork settingStaff accommodation availableTasksInspect motor in operation, road test motor vehicles and test automotive systems and componentsAdjust, repair or replace parts and components of automotive systemsPerform scheduled maintenance serviceReview work orders and discuss work with...

  • Gestionnaire service support

    3 weeks ago

    Abbotsford, BC, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group, formerly Money Mart Financial Services, is a leading provider of financial services in North America. Backed by a retail network of over 400 locations, we provide access to cash and related products to help our customers achieve their goals. We operate retail locations in local communities and cities across Canada under the...

  • Client Service Representative

    3 weeks ago

    Victoria, BC, Canada Canadian Imperial Bank of Commerce Full time

    Client Service Representative page is loaded Client Service Representative Apply locations Victoria, BC time type Part time posted on Posted 4 Days Ago job requisition id 2407695 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At...