Financial Client Services Representative
3 weeks ago
Financial Services Representative page is loaded Financial Services Representative
Apply locations Cranbrook, BC time type Full time posted on Posted 8 Days Ago job requisition id 2408593 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.
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.
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 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 Service Representative
3 weeks ago
Canada Canadian Imperial Bank of Commerce Full timeFirst Nations/Metis/Inuit Candidates- Financial Services Representative page is loaded First Nations/Metis/Inuit Candidates- Financial Services Representative Apply locations Montréal, QC Saint-Laurent, QC Gatineau, QC Laval, QC Saint-Léonard, QC time type Full time posted on Posted Yesterday job requisition id 2406596 We’re building a...
-
Client Service Representative PT
2 weeks ago
Canada Canadian Imperial Bank of Commerce Full timeClient Service Representative PT page is loaded Client Service Representative PT Apply locations Melfort, SK time type Part time posted on Posted Yesterday job requisition id 2408403 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...
-
Client Service Representative
2 weeks ago
Canada Canadian Imperial Bank of Commerce Full timeClient Service Representative [Hourly] page is loaded Client Service Representative [Hourly] Apply locations Kenora, ON time type Part time posted on Posted Yesterday job requisition id 2410265 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...
-
Représentant du service client
4 weeks ago
Canada Momentum Financial Services Group Full timeRepresentant des services financieres - 7935 Boulevard Newman Si c’est le cas, Momentum Financial Services Group souhaite que vous vous joigniez à notre équipe. En tant que représentant des services financières, vous aurez un impact positif sur les gens qui vivent dans votre communauté en faisant la promotion de nos produits et services financiers...
-
Bilingual Payment Services Representative
4 weeks ago
Canada INTEGRATED FINANCIAL TECHNOLOGIES Full time**Your Talent, Your Terms | Results, Recognition and Rewards** Integrated Financial Technologies, as part of the Travelers Financial Group of Companies, offers unmatched custom Servicing Solutions for lenders including primary loan & lease servicing, customer service, collections, default management, as well as divisions in Consulting and Lead Management...
-
Client Service Representative, 25 hours
2 weeks ago
Canada Canadian Imperial Bank of Commerce Full timeClient Service Representative, 25 hours - Cowansville page is loaded Client Service Representative, 25 hours - Cowansville Apply locations Cowansville, QC time type Part time posted on Posted 2 Days Ago job requisition id 2410340 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...
-
Financial Client Services Specialist
5 days ago
Canada Canadian Imperial Bank of Commerce Full timeFinancial Services Associate page is loaded Financial Services Associate Apply locations Port Alberni, BC time type Full time posted on Posted Yesterday job requisition id 2411184 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help...
-
Client Service Representative 15h
1 week ago
Canada CIBC Full timeWe’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...
-
Sales Service Representative
5 days ago
Canada Mine$tockers Full timeCompany DescriptionMine$tockers is a dynamic company that travels the world in search of profitable opportunities in the stock market's mining and precious metals sector. Our team explores international mining properties, uncovering the history and present-day conditions of the mining industry. With a focus on capitalizing on the worldwide shift to a greener...
-
Sales Service Representative
4 days ago
Canada, CA Mine$tockers Full timeCompany DescriptionMine$tockers is a dynamic company that travels the world in search of profitable opportunities in the stock market's mining and precious metals sector. Our team explores international mining properties, uncovering the history and present-day conditions of the mining industry. With a focus on capitalizing on the worldwide shift to a...
-
Sales Service Representative
5 days ago
Canada Mine$tockers Full timeCompany Description Mine$tockers is a dynamic company that travels the world in search of profitable opportunities in the stock market's mining and precious metals sector. Our team explores international mining properties, uncovering the history and present-day conditions of the mining industry. With a focus on capitalizing on the worldwide shift to a...
-
Sales Service Representative
6 days ago
Canada Mine$tockers Full timeCompany DescriptionMine$tockers is a dynamic company that travels the world in search of profitable opportunities in the stock market's mining and precious metals sector. Our team explores international mining properties, uncovering the history and present-day conditions of the mining industry. With a focus on capitalizing on the worldwide shift to a greener...
-
Sales Service Representative
5 days ago
Canada Mine$tockers Full timeCompany Description Mine$tockers is a dynamic company that travels the world in search of profitable opportunities in the stock market's mining and precious metals sector. Our team explores international mining properties, uncovering the history and present-day conditions of the mining industry. With a focus on capitalizing on the worldwide shift to a...
-
Sales Service Representative
5 days ago
Canada Mine$tockers Full timeCompany Description Mine$tockers is a dynamic company that travels the world in search of profitable opportunities in the stock market's mining and precious metals sector. Our team explores international mining properties, uncovering the history and present-day conditions of the mining industry. With a focus on capitalizing on the worldwide shift to a...
-
Sales Service Representative
5 days ago
Canada Mine$tockers Full timeCompany DescriptionMine$tockers is a dynamic company that travels the world in search of profitable opportunities in the stock market's mining and precious metals sector. Our team explores international mining properties, uncovering the history and present-day conditions of the mining industry. With a focus on capitalizing on the worldwide shift to a greener...
-
Financial Advisor
1 day ago
Canada 360 DEGREE FINANCIAL Full timeROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...
-
Canada Canadian Imperial Bank of Commerce Full timeClient Service Representative [Hourly] page is loaded Client Service Representative [Hourly] Apply locations Kenora, ON time type Part time posted on Posted Yesterday job requisition id 2410265 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...
-
Client Care Representative
4 weeks ago
Canada HUB International Full timeClient Care Representative – Personal Lines page is loaded Client Care Representative – Personal Lines Solicitar locations Williams Lake, BC time type Full time posted on Publicado hace más de 30 días job requisition id R0021091 Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise...
-
Retail Service Representative
2 weeks ago
Canada Windsorfamily Full timeAn exciting and immediate career opportunity is currently available at WFCU Credit Union for a: Commercial Services Representative The Commercial Services Representative is responsible for supporting the commercial department by completing relevant documentation and functions in a timely and accurate manner. In summary, the Commercial Services...
-
Remote Client Services Representative
3 weeks ago
Canada Karriera Full timeRemote Client Services Representative (CSR) OneContact is focused on building Remote Teams across Europe (Customer Support and Technical) that are integrated into clients' People, Processes, and Products. Our clients are major software development companies who have entrusted us with the task of hiring customer support and technical resources which includes...
