Financial Services Representative II

3 weeks ago

Richmond Hill, Ontario, 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 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.

A t 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-
  • 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.

Job Location

Toronto-1119 Lodestar Road

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.


  • Sales and Service Representative

    1 month ago

    Richmond Hill, Ontario, Canada GoodLife Fitness Full time

    SALES AND SERVICE REPRESENTATIVE (FITNESS COACH)Who is a Sales and Service Representative (Fitness Coach)?The Fitness Coach position is a Sales and Service oriented position. Highly energetic and ready to assist, Fitness Coaches have a passion for fitness, and can easy approach the public in outreach opportunities. Candidates must have an interest in...

  • CEO (chief executive officer) - financial, communications and other business services

    1 month ago

    Richmond Hill, Ontario, Canada Knewin Full time

    Overview Languages English Education College/CEGEP Experience 2 years to less than 3 years Work setting Consulting firm Responsibilities Tasks Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions ...

  • Customer Service Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada GoodLife Fitness Full time

    CUSTOMER SERVICE REPRESENTATIVE (MOTIVATOR)Who is a Customer Service Representative (Motivator)?The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the Club. The Motivator is responsible for creating a welcoming, clean and safe...

  • Bilingual Customer Service Representative

    1 week ago

    Richmond Hill, Ontario, Canada Randstad Canada Full time

    Are you passionate about sales? Do you enjoy connecting with clients from all different walks of life and engaging? Do you have the confidence necessary to win over potential new clients? You might be just who we've been looking forWe are looking for a driven and motivated Bilingual (English and French) Inside Sales Representative to work for a rapidly...

  • Client Support Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Abstract Management Group Full time

    Abstract Management Group delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Representative role to help us achieve our lofty goals. The...

  • Sales Representative

    5 days ago

    Richmond Hill, Ontario, Canada Adecco Canada Full time

    Adecco is currently hiring a full-time motivated and results-driven Sales Representative to work in Richmond Hill, ON. In this role you will be responsible for setup, replenish, and merchandise our clients trendy and high-quality products at local stores on a route driving a company vehicle. Ideally, you will have excellent communication and negotiation...

  • Bilingual French Customer Service Representative Remote

    5 days ago

    Richmond Hill, Ontario, Canada Randstad Canada Full time

    Do you have a passion for customer service? Are you fluent in English and French? Are you looking to kick-start your career with a great company? Do you enjoy problem-solving? Then we have the job for YOURandstad is looking for a Bilingual Customer Service Representative to work for a well-known Insurance company in the North York area. This is a temporary,...

  • Wireless Sales Representative

    5 days ago

    Richmond Hill, Ontario, Canada The Mobile Shop Full time

    The Mobile Shop Careers - Wireless Sales RepresentativeWhat 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 expertise to...

  • Director, Enterprise Architecture

    4 weeks ago

    Richmond Hill, Ontario, Canada Sun Life Financial Full time

    Director, Enterprise Architecture - Digital & Omnichannel page is loaded Director, Enterprise Architecture - Digital & Omnichannel Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and...

  • Bilingual Customer Service Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Canada Computers Full time

    Canada Computers & Electronics is a retailer of personal computers, IT components, and consumer electronics. We strive to provide our clients with the latest and greatest technology and services for the best value. Our people are knowledgeable, passionate and go beyond expectations to delight our clients.We offer the right platform and support for your...

  • Manager, Development and Maintenance

    2 weeks ago

    Richmond Hill, Ontario, Canada Ministry of Children, Community and Social Services Full time

    NOTE:Effective April 1, 2024, the salary range for this position is $92,920 to $135,056 per year.Are you a strong leader with experience developing high performance teams, technical expertise and proven experience in agile software development and digital transformation? If so, consider this opportunity to lead the transformation, implementation,...

  • Vice President, Finance Mergers

    4 weeks ago

    Richmond Hill, Ontario, Canada opentext Full time

    OPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...

  • Pharmacy Technician II

    1 week ago

    Richmond Hill, Ontario, Canada University Health Network Full time

    Company DescriptionThe University Health Network, where "above all else the needs of patients come first", encompasses Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, West Park Healthcare Centre and the Michener Institute of Education. The breadth of research, the complexity of the cases...

  • Pharmacy Technician II

    14 hours ago

    Richmond Hill, Ontario, Canada University Health Network Full time

    Company DescriptionThe University Health Network, where "above all else the needs of patients come first", encompasses Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, West Park Healthcare Centre and the Michener Institute of Education. The breadth of research, the complexity of the cases...

  • Pharmacy Technician II

    2 weeks ago

    Richmond Hill, Ontario, Canada University Health Network Full time

    Company DescriptionThe University Health Network, where "above all else the needs of patients come first", encompasses Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, West Park Healthcare Centre and the Michener Institute of Education. The breadth of research, the complexity of the cases...

  • Senior HVAC Service Technician

    5 days ago

    Richmond Hill, Ontario, Canada UTG Full time

    Salary: Are you tired of the same old routine every day? Do you have a passion for problem solving, fixing things, and keeping people comfortable? Do you want to work for an innovative company that is genuinely interested in what team members have to say to make things right for the customer? Do you like to work hard and play hard? How does a little...

  • Senior HVAC Service Technician

    5 days ago

    Richmond Hill, Ontario, Canada UTG Full time

    Salary: Are you tired of the same old routine every day? Do you have a passion for problem solving, fixing things, and keeping people comfortable? Do you want to work for an innovative company that is genuinely interested in what team members have to say to make things right for the customer? Do you like to work hard and play hard? How does a little...

  • Amended - Business Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Ombudsman Ontario Full time

    Effective April 1, 2024 the salary range for this position is $82,217 to $121,155 per year in compliance with AMAPCEO collective agreement provisions. The new rates, effective retroactive to April 1, 2024, were recently confirmed and dates for implementation of the new salary rates are still to be determined.Are you passionate about leveraging data to drive...

  • Environmental Services Supervisor

    1 week ago

    Richmond Hill, Ontario, Canada Compass Canada Full time

    You may not recognize our name, but you definitely know where to find us. Compass Group Canada is part of a global company in the foodservice and support services sector, ranking as the 6th largest employer globally with a workforce of 625,000 employees.We're present in various locations such as schools, hospitals, office buildings, senior living...

  • Mortgage Specialists

    1 day ago

    Richmond Hill, Ontario, Canada BMO Full time

    Application Deadline:07/29/2024Address:1070 Major Mackenzie Dr EJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as...