Financial Service Representative

1 month ago

Waterloo QC, Canada Canadian Imperial Bank of Commerce Full time

Financial Service Representative - Waterloo, Quebec page is loaded Financial Service Representative - Waterloo, Quebec Apply locations Waterloo, QC time type Full time posted on Posted 5 Days Ago job requisition id 2409783

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. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time

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

Waterloo

Employment Type

Regular

Weekly Hours

37.5

Skills

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. 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

  • Customer Service Representative

    2 weeks ago

    Waterloo, Canada BMO Financial Group Full time

    90 Weber Street Waterloo Ontario,N2J 3G8 The branch is open from Monday to Saturday) This role provides 22.5 hours per week (3 full days per week) Mandarin speaking ability is an asset Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best...

  • Customer Service Representative

    2 weeks ago

    Waterloo, Canada BMO Financial Group Full time

    730 Glen Forrest Boulevard Waterloo Ontario,N2L 4K8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    2 weeks ago

    Waterloo, Canada BMO Financial Group Full time

    90 Weber Street Waterloo Ontario,N2J 3G8 **The branch is open from Monday to Saturday.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver...

  • Customer Service Representative

    1 week ago

    Waterloo, Canada BMO Financial Group Full time

    90 Weber Street Waterloo Ontario,N2J 3G8 The branch is open from Monday to Saturday) This role provides 22.5 hours per week (3 full days per week) Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...

  • Customer Service Representative

    2 days ago

    Waterloo, Canada BMO Financial Group Full time

    730 Glen Forrest Boulevard Waterloo Ontario,N2L 4K8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Financial Service Representative

    1 month ago

    Waterloo, Canada The Co-operators Full time

    **Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Office-Based **Alternate Title**: N/A **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team...

  • Insurance Representative

    1 month ago

    Waterloo, Canada Serenia Life Financial Full time

    **Serenia Life Financial**: **Financial Representative**: **Build your career around your life**: **Position Overview**: **If you are looking to**: - Work in SALES - Have a flexible schedule - Help Canadians achieve financial security **Responsibilities**: - Outbound prospecting, schedule appointments, identify customer needs, and market appropriate...

  • Financial Services Representative, Waterloo

    1 month ago

    Waterloo, 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 Insurance Advisor

    2 days ago

    Waterloo, Canada Serenia Life Financial Full time

    **Join Our Team as a Financial Insurance Advisor and Make a Difference!**: **Imagine working for a company that is both Human and Kind...** At Serenia Life Financial, we've been helping people protect the ones they love and live generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As...

  • Financial Services Representative Ii

    2 hours ago

    Waterloo, 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 Insurance Advisor

    1 day ago

    Waterloo, Canada Serenia Life Financial Full time

    Join Our Team as a Financial Insurance Advisor and Make a Difference! Imagine working for a company that is both Human and Kind...At Serenia Life Financial, we've been helping people protect the ones they love and live generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As a Serenia...

  • Service Representative

    1 month ago

    Waterloo, Canada Canadian Premier Full time

    **Role** Reporting to the AVP, Creditor and Affinity and Association, the Service Representative is responsible for servicing a block of business as well as participating in the acquisition of new business. You will communicate with clients, advisors/brokers/consultants, plan administrators, and internal stakeholders, and actively participate in...

  • Service Representative

    4 weeks ago

    Waterloo, Canada Canadian Premier Full time

    Role Reporting to the AVP, Creditor and Affinity and Association, the Service Representative is responsible for servicing a block of business as well as participating in the acquisition of new business. You will communicate with clients, advisors/brokers/consultants, plan administrators, and internal stakeholders, and actively participate in project-related...

  • Financial Client Services Representative

    4 weeks ago

    Mascouche, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Mascouche, QC time type Full time posted on Posted 12 Days Ago job requisition id 2409779 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 Service Representative

    1 month ago

    Huntingdon, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Huntingdon page is loaded Financial Services Representative - Huntingdon Apply locations Huntingdon, QC time type Full time posted on Posted 4 Days Ago job requisition id 2409402 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...

  • Financial Service Representative

    1 month ago

    Kuujjuaq, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Kuujjuaq page is loaded Financial Services Representative - Kuujjuaq Apply locations Kuujjuaq, QC time type Full time posted on Posted 2 Days Ago job requisition id 2409611 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...

  • Financial Service Representative

    1 week ago

    Québec, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative, Sainte-Foy (Quebec) page is loaded Financial Services Representative, Sainte-Foy (Quebec) Apply locations Sainte-Foy, QC time type Full time posted on Posted 4 Days Ago job requisition id 2412048 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team,...

  • Financial Services Representative

    4 weeks ago

    Mascouche, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Mascouche, QC time type Full time posted on Posted 12 Days Ago job requisition id 2409779 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 Customer Service Representative

    2 weeks ago

    Laval, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Sainte-Rose, QC time type Full time posted on Posted Yesterday job requisition id 2411656 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 Service Representative

    1 month ago

    Granby, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Representative - Granby page is loaded Financial Service Representative - Granby Apply locations Granby, QC time type Full time posted on Posted 9 Days Ago job requisition id 2409788 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...