Financial Client Services Representative

4 weeks ago

Halifax NS, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative page is loaded Financial Services Representative
Apply locations Halifax, NS time type Full time posted on Posted Yesterday job requisition id 2409186 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 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. 
To successfully perform the work, you’ll be on-site full-time.
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.
Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Your critical thinking skills help to inform your decision making.
You find meaning in relationships, and surround yourself with a diverse network of partners. 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.
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
Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented Similar Jobs (1)
locations Halifax, NS time type Full time posted on Posted 30+ Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. 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. #

  • Financial Client Services Representative

    4 weeks ago

    Lunenburg, NS, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Lunenburg, NS time type Full time posted on Posted 7 Days Ago job requisition id 2408499 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 Centre...

  • Financial Services Representative

    4 weeks ago

    Lunenburg, NS, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Lunenburg, NS time type Full time posted on Posted 7 Days Ago job requisition id 2408499 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...

  • Financial Services Representative

    6 days ago

    Halifax, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Halifax, NS time type Full time posted on Posted 11 Days Ago job requisition id 2410598 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative

    6 days ago

    Halifax, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Halifax, NS time type Full time posted on Posted 11 Days Ago job requisition id 2410598 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative

    5 days ago

    Halifax, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Halifax, NS time type Full time posted on Posted 11 Days Ago job requisition id 2410598 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Client Service Representative

    2 weeks ago

    Halifax, NS, Canada Canadian Imperial Bank of Commerce Full time

    Client Service Representative - Part-time (20 hours/week) page is loaded Client Service Representative - Part-time (20 hours/week) Apply locations Halifax, NS time type Part time posted on Posted 2 Days Ago job requisition id 2410419 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...

  • Customer Service Representative

    1 day ago

    Halifax, Nova Scotia, Canada IFS Financial Services Inc. Full time

    IFS Financial Services Inc. is one of the leading premium financing companies in Canada. Delivering exceptional growth, IFS offers some of the most flexible financing arrangements and repayment plans available in the industry today. IFS's value proposition is its exceptional service model that provides quick turnaround on financing quotes, personalized and...

  • Financial Services Representative

    1 month ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a "wow" banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made here by people who know and love our Province. CUA's continued growth and member satisfaction reflects a team of...

  • Financial Services Representative

    1 month ago

    Halifax, Canada CIBC Full time

    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...

  • Customer Service Representative

    2 days ago

    Halifax, Canada IFS Financial Services Inc. Full time

    IFS Financial Services Inc. is one of the leading premium financing companies in Canada. Delivering exceptional growth, IFS offers some of the most flexible financing arrangements and repayment plans available in the industry today. IFS's value proposition is its exceptional service model that provides quick turnaround on financing quotes, personalized and...

  • Financial Services Representative

    4 weeks ago

    Halifax, Canada CIBC Full time

    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...

  • Client Service Representative

    3 weeks ago

    Halifax, Nova Scotia, Canada CIBC Full time

    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...

  • Financial Service Representative Ii

    1 month ago

    Halifax, Canada CIBC Full time

    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...

  • Client Delivery Associate

    4 weeks ago

    Halifax, Canada BMO Financial Group Full time

    1675 Grafton Street Halifax Nova Scotia,B3J 0E9 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Bilingual Financial Specialist

    1 month ago

    Halifax, Canada First Nations Financial Management Board Full time

    Salary: $89,175 - $133,250 **Position Overview** Reporting to the Senior Financial Officer, the Financial Specialist, Shared Services is responsible for supporting selected First Nation clients across Canada through remote accounting and on-going training. **Accountabilities** - Develop relationships with assigned clients that have an approved Financial...

  • Bilingual Financial Specialist

    3 weeks ago

    Halifax, Canada First Nations Financial Management Board Full time

    **Position Overview** Reporting to the Senior Financial Officer, the Financial Specialist, Shared Services is responsible for supporting selected First Nation clients across Canada through remote accounting and on-going training. **Accountabilities** - Develop relationships with assigned clients that have an approved Financial Administration Law (FAL) to...

  • Financial Services Representative Ii

    1 month ago

    Halifax, Canada CIBC Full time

    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...

  • Financial Services Representative Ii

    1 month ago

    Halifax, Canada CIBC Full time

    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...

  • Client Service Representative

    1 month ago

    Halifax, Canada CIBC Full time

    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...

  • Financial Service Representative

    3 weeks ago

    Amherst, NS, Canada goeasy 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 Part-Time Financial Service Representative, you'll be responsible for generating sales and managing overdue accounts through direct...