Financial Services Representative

2 weeks ago

Halifax, Nova Scotia, 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

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

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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-
  • 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
  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

Job Location

Halifax-5527 Spring Garden Rd.

Employment Type

Temporary (Fixed Term)

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 Similar Jobs (1) Financial Advisor 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. 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

    4 weeks 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...

  • Customer Service Representative

    1 month 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...

  • Underwriting Service Representative

    2 weeks ago

    Halifax, Nova Scotia, Canada Northbridge Financial Corporation Full time

    What it's like to be a Northbridge Underwriting Service RepresentativeOur Underwriting Service Representatives work hard to provide support to Underwriters; performing administrative tasks that allow the Commercial Underwriting team to best serve our customers. Reporting to the Team Leader, Underwriting Service Support, they also use their strong Customer...

  • Outside Sales Representative Eastern Canada

    2 weeks ago

    Halifax, Nova Scotia, Canada NorthLake Financial Corp Full time

    Salary: $60,000 + Commission About Northlake Financial Corp. Northlake Financial team is growing If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.Why Work for us? Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian...

  • Outside Sales Representative Eastern Canada

    4 weeks ago

    Halifax, Nova Scotia, Canada NorthLake Financial Corp Full time

    Salary: $60,000 + Commission About Northlake Financial Corp. Northlake Financial team is growing If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.Why Work for us? Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian...

  • Financial Services Customer Service Agent

    2 weeks ago

    Halifax, Nova Scotia, 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 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...

  • Field Service Representative

    1 month ago

    Halifax, Nova Scotia, Canada PAL Technical Services Full time

    PAL Technical Services is a leader in international aerospace and defense design, development and operation of airborne surveillance aircraft, line maintenance, heavy maintenance checks and modifications. We provide a wide range of aviation and related services to domestic and international markets. PAL Technical Services is currently seeking a Field...

  • Field Service Representative

    4 weeks ago

    Halifax, Nova Scotia, Canada PAL Technical Services Full time

    PAL Technical Services is a leader in international aerospace and defense design, development and operation of airborne surveillance aircraft, line maintenance, heavy maintenance checks and modifications. We provide a wide range of aviation and related services to domestic and international markets. PAL Technical Services is currently seeking a Field...

  • Manager, Financial Advisory Services

    2 weeks ago

    Halifax, Nova Scotia, Canada The Government of Nova Scotia Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Union Status: Exclusion - Non Union - NSPG Closing Date: 30-May-24 (Applications are accepted until 11:59 PM Atlantic Time) About Us At the Department of Finance and Treasury Board we strive to provide financial leadership, analysis and policies that strengthen...

  • Financial Services Officer 3

    2 weeks ago

    Halifax, Nova Scotia, Canada Province of Nova Scotia Full time

    Job ID: 14340 Job Type: Full Time Category: Finance Educations:Posted: Location:Job Views: 5 USD Negotiable Job Description:Job information Job Description:Job information Financial Services Officer 3 (Coordinator Financial Advisory Services) from the Company Province of Nova Scotia, this latest Financial Services Officer 3 (Coordinator Financial Advisory...

  • Manager, Financial Advisory Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    Competition #: 42952Department: Finance and Treasury BoardLocation:HALIFAXType of Employment: PermanentUnion Status: Exclusion - Non Union - NSPGClosing Date: 30-May-24 (Applications are accepted until 11:59 PM Atlantic Time)About UsAt the Department of Finance and Treasury Board we strive to provide financial leadership, analysis and policies that...

  • Branch Manager

    4 days ago

    Halifax, Nova Scotia, Canada Momentum Financial Services Group Full time

    Company DescriptionDo you have a passion for sales and possess strong leadership skills? If so, Momentum Financial Services Group wants you to join our team. As a Branch Manager you will drive store profitability by leading and developing a team of Financial Service Representatives to promote our financial products and services to meet our customers'...

  • Sales Representative

    2 weeks ago

    Halifax, Nova Scotia, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    A career as an advisor in life and health insurance and financial services allows you to combine professional goals and personal development. The role of a representative is to help people acquire financial security through an analysis of their needs and sound advice.Do you thrive on challenges?Do you want:Become a successful entrepreneur?Being in...

  • Financial Analyst

    2 weeks ago

    Halifax, Nova Scotia, Canada The Government of Nova Scotia Full time

    Competition # : 42971 Department: Finance and Treasury BoardLocation: HALIFAXType of Employment: PermanentUnion Status: NSGEU - NSPG Closing Date: ​04-Jun-24 ​ (Applications are accepted until 11:59 PM Atlantic Time)About Us At the Nova Scotia Department of Finance and Treasury Board we strive to provide financial leadership, analysis and policies that...

  • Executive Director Financial Advisory Service

    2 weeks ago

    Halifax, Nova Scotia, Canada The Government of Nova Scotia Full time

    Competition # : 42828 Department: Finance and Treasury BoardLocation: HALIFAXType of Employment: PermanentUnion Status: Exclusion - Non Union - NSPG Closing Date: 20-Jun-24 (Applications are accepted until 11:59 PM Atlantic Time)About UsAt the Department of Finance and Treasury Board we work to preserve the fiscal capacity of government to provide programs...

  • Payroll Clerk- Financial Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Centre for Education (HRCE) Full time

    Competition #: 000C3-May3123APosition: Payroll Clerk Financial ServicesLocation: Central OfficeDepartment: Financial ServicesAssignment: Payroll Clerk - Term until May 31, 2024Status: TermPercentage: 100%Start Date: Thursday, June End Date: Friday, May Posted: Wednesday, May :00 PMDeadline: Wednesday, June :00 PMDetails:The Halifax Regional Centre for...

  • Bilingual Customer Service Representative

    2 weeks ago

    Halifax, Nova Scotia, Canada LifeWorks Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Technical Service Representative

    4 weeks ago

    Halifax, Nova Scotia, Canada Xerox Canada Ltd. Full time

    Description & Requirements Press space or enter keys to toggle section visibility About Xerox Holdings CorporationFor more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we've expanded into software and services to sustainably power today's...

  • Technical Service Representative

    1 month ago

    Halifax, Nova Scotia, Canada Xerox Canada Ltd. Full time

    Description & Requirements Press space or enter keys to toggle section visibility About Xerox Holdings CorporationFor more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we've expanded into software and services to sustainably power today's...

  • Customer Service Representative

    2 weeks ago

    Halifax, Nova Scotia, Canada Dialospact Inc Full time

    Job Summary: As a Customer Service Representative, you will be the frontline of our company, responsible for providing exceptional customer support and ensuring customer satisfaction. Your primary duties will include responding to customer inquiries, resolving issues, and maintaining positive relationships with our clients. You will serve as the liaison...