Financial Services Representative- Full Time

2 weeks ago

Burnaby BC, Canada Canadian Imperial Bank of Commerce Full time

We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. 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.
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
You find meaning in relationships and surround yourself with a diverse network of partners. You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
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 .
Burnaby-Kingsway and McKercher We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. 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.
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
You find meaning in relationships and surround yourself with a diverse network of partners. You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
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 .
Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented #J-18808-Ljbffr

  • Financial Services Representative- Full Time

    2 weeks ago

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

    Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional...

  • In-Store Sales Representative

    2 days ago

    Burnaby, BC, Canada The Mobile Shop Full time

    The Mobile Shop Careers - Wireless Sales Representative What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Wireless Sales Representative are our front-line advisors that use their...

  • In-Store Sales Representative

    3 days ago

    Burnaby, BC, Canada The Mobile Shop Full time

    The Mobile Shop Careers - Wireless Sales Representative What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Wireless Sales Representative are our front-line advisors that use their...

  • Full Time Contact Center Representative

    2 weeks ago

    Burnaby, BC, Canada OpenRoad Auto Group Full time

    Client Care Representative Full-Time Head Office - Client Contact Centre (Outbound) 18-$20 per hour. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad. OpenRoad is one of the largest and fastest growing automotive...

  • Financial Services Representative

    5 days ago

    Burnaby, 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...

  • In-Store Sales Representative

    1 day ago

    Kelowna, BC, Canada Centennial Foodservice Full time

    Centennial Food Solutions is a leading provider of customized quality center-of-the-plate products in Western Canada. Our goal is simple: to connect our communities through great food and exceptional service. Our reputation as a dependable and flexible partner is why discerning restaurants, retailers, foodservice, and trading companies choose us time and...

  • In-Store Sales Representative

    2 days ago

    Kelowna, BC, Canada Centennial Foodservice Full time

    Centennial Food Solutions is a leading provider of customized quality center-of-the-plate products in Western Canada. Our goal is simple: to connect our communities through great food and exceptional service. Our reputation as a dependable and flexible partner is why discerning restaurants, retailers, foodservice, and trading companies choose us time and...

  • Financial Services Representative

    1 week ago

    Burnaby, 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...

  • In-Store Sales Representative

    2 days ago

    Kelowna, BC, Canada Centennial Foodservice Full time

    Centennial Food Solutions is a leading provider of customized quality center-of-the-plate products in Western Canada. Our goal is simple: to connect our communities through great food and exceptional service. Our reputation as a dependable and flexible partner is why discerning restaurants, retailers, foodservice, and trading companies choose us time and...

  • In-Store Sales Representative

    2 days ago

    Nelson, BC, Canada Centennial Foodservice Full time

    Centennial Food Solutions is a leading provider of customized quality center-of-the-plate products in Western Canada. Our goal is simple: to connect our communities through great food and exceptional service. Our reputation as a dependable and flexible partner is why discerning restaurants, retailers, foodservice, and trading companies choose us time and...

  • Financial Services Representative II

    2 weeks ago

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

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Nanaimo, BC time type Full time posted on Posted 6 Days Ago job requisition id 2405151 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...

  • Accounting Officer

    2 weeks ago

    Burnaby, BC, Canada OpenRoad Auto Group Limited Full time

    Position: General Accounting Associate Status: Full-Time: 12-month Contract Dealership: OpenRoad Head Office Burnaby Accounting Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad. OpenRoad is one of the largest and fastest...

  • Sales Representative

    6 days ago

    Burnaby, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 1105 Eaton Ctr 4700 Kingsway, Burnaby, British Columbia, V5H 4M1 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different...

  • Financial Client Services Representative

    2 weeks ago

    Vernon, BC, 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 Financial Service Representative, you'll be responsible for generating sales and managing overdue accounts through direct...

  • Financial Client Services Representative

    3 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...

  • Service Sales Representative

    2 weeks ago

    Kelowna, BC, Canada T-Net British Columbia Full time

    Customer Service and Inside Sales Representative Job Title: Customer Service and Inside Sales Representative - Building materials Our client is a leader in specialty building products in North America. They are looking to add another Inside salesperson to their team, to service the Kelowna customer base. The existing sales team of 9 has their hands so...

  • Member Service Representative

    5 days ago

    Burnaby, Canada Greater Vancouver Community Credit Union Full time

    **About us** GVC Credit Union has been proudly providing financial services to its members for over 80 years. We strive to give our members the highest level of knowledgeable, personalized member service we can and to do that, we rely on our most important resource; our employees. Members of the GVC Credit Union team are offered training, career...

  • Financial Services Representative II

    2 weeks ago

    Maple Ridge, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Maple Ridge, BC time type Full time posted on Posted 6 Days Ago job requisition id 2409445 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 II

    2 weeks ago

    Logan Lake, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Logan Lake, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408869 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...

  • Remote Technology Business Development Representative

    2 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...