Financial Services Representative II
Found in: beBee jobs CA - 1 week ago
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
Expected End Date
Job Location
3619 17th Ave SE (Forest Lawn)
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
-
Customer Service Advisor
Found in: beBee jobs CA - 3 days ago
Calgary, Alberta, Canada Annualytix Financial Services Inc. Full timeAnnualytix Financial Services Inc. is a company dedicated to design, develop and implement the Financial Plan for individuals, families and business owners. We provide the best possible custom designed financial solutions for you, your family and your business. We give you the best rate guarantee for qualifying clients. We have the experience to ensure their...
-
Marketing and Sales Representative
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada SWF Marketing Full timeSWF Marketing is a business consulting firm looking to hire a talented individual to take our company to new heights. Our mission is to continue facilitating the growth of our partners through innovative marketing campaigns and intangible brand strategies with consumers that diverge us from competitors. As a Marketing and Sales Representative, you can...
-
Client Service Representative Hourly
Found in: beBee jobs CA - 3 days ago
Calgary, Alberta, 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 and...
-
Financial Advisor
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients...
-
Sales Representative
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada The Acquisition Group Full timeAre you looking for an exciting and challenging opportunity in a fast-paced, rewarding organization? If so, you could have a future representing TELUS with The Acquisition Group. The Sales Representative role is a great opportunity to start building your career in sales. This is a Direct Residential Sales opportunity representing TELUS, where you will be...
-
Entry Level Sales Representative
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada Executive Acquisitions Full timeHave you been wanting to start a career in sales but unsure of where to begin? At Executive Acquisitions, our Entry Level Sales Representative role will provide you with complete training and mentorship in communication and customer service while mastering an effective sales approach. Executive Acquisitions serves as a promotional marketing firm that works...
-
Corporate sales representative
Found in: beBee jobs CA - 1 week ago
Calgary, Alberta, Canada Nutrifresh West Limited Full timeJob Description:Were seeking a qualified sales representative to help sell the products and services that our customers rely on. The sales representative will have a strong understanding of the sales process and excel at generating leads, building relationships, and closing deals. The ideal candidate will be a quick learner who has strong negotiating skills...
-
Entry Level Marketing Representative
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada SWF Marketing Full timeSWF Marketing is a first-rate direct marketing firm in Calgary with a zeal for promotions and brand management. We are searching for determined, imaginative, keen, and career-oriented individuals to fill our available Entry Level Marketing Representative position. Our Entry Level Marketing Representative will be fully trained in brand marketing, sales,...
-
Senior Financial Analyst, Capital Reporting, Finance Services
Found in: beBee jobs CA - 1 week ago
Calgary, Alberta, Canada University of Calgary Full timeDescription The Facilities Development is currently seeking a Full-time Regular Senior Financial Analyst, Capital Reporting, Finance Services.The Capital Reporting teams, within Finance Services, play an important role in the delivery of financial services to support the execution of the University's Capital Programs, comprising over $700 million in...
-
Mining Support Representative
Found in: beBee jobs CA - 4 days ago
Calgary, Alberta, Canada Finning Full timeCompany:Finning CanadaNumber of Openings:1Worker Type:PermanentPosition Overview:Finning is seeking a Mining Support Representative to provide innovative solutions and product support to our customers. You will maximize customer fleet productivity and create balanced product support growth. Additionally, you are tasked to increase Finning's parts and service...
-
Territory Service Manager
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada Circle K Full timeAbout Circle K We know that you can work anywhere. However, working at Circle K is the start of something greatJoin a global family of 130,000 people in over 16,000 stores and 29 countries to make our customers lives a little bit easier every day. We set ourselves apart by our culture of pride: pride in our people and their development, pride in serving...
-
BMO Jobs – Licensed Sales Assistant
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada BMO Financial Group Full timeJob Description:Under the direction of the Branch Operations Manager, the Licensed Sales Assistant role supports Investment Advisory sales and service objectives by providing administrative assistance to deliver an exceptional client experience. Works collaboratively within the branch and with business partners.[ads1]Job Responsibilities:Analyzes data and...
-
Chief Financial Officer
Found in: beBee jobs CA - 1 week ago
Calgary, Alberta, Canada Balance Full timeAs the Chief Finance Officer at Balance, you will be critical in our success by prudently managing our treasury and cash flows. You will maintain our books and records, define and document accounting policies, and implement financial control processes within the organization. You will be in charge of budgeting, forecasting, and reporting, both internally as...
-
Technical Service Representative
Found in: beBee jobs CA - 1 week ago
Calgary, Alberta, Canada Finning Full timeCompany:Finning CanadaNumber of Openings:1Worker Type:PermanentPosition Overview:Primarily responsible for retaining good customer relationships, supporting customer shovel and drill machines, and improving the operation and maintenance of mining equipment to Caterpillar OEM standards and specifications. In addition, the position is responsible for...
-
Manager, Financial Reporting
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada Boardwalk Full timeBoardwalk provides Canadians with a quality, comfortable, home living experience. We offer rental apartments and townhouses that come in a wide breadth of shapes, sizes and sets of amenities. We operate 33,000 units across Alberta, British Columbia, Ontario, Saskatchewan, and Quebec. Boardwalk recognizes our Associates as our most valuable asset. We are...
-
Instructor – Core Research Facilities Tenure Track
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada University of Lethbridge Full timeJob SummaryThe Faculty of Arts and Science at the University of Lethbridge invites applications for a Continuing Appointment (Probationary) at the level of Instructor II or III (dependent upon experience).Applicants must possess a Ph.D. or Masters degree, expertise in core research facility management, as well as classroom and laboratory teaching at the...
-
Garage Door Installers
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada ALLZ SERVICES LTD. Full timeService area and job location: Calgary Metropolitan Region, AB Job type: Full-time (40 hours per week), permanent Compensation: $28.85 per hour Responsibilities: Read instructions or work order specifications to determine installation procedures; Measure and mark guidelines to be used for installations; Install, replace, repair and service different types of...
-
Cleaning services sales representative
Found in: beBee jobs CA - 1 week ago
Calgary, Alberta, Canada Tower Cleaners Full timeLocation: Ave SE Calgary, AB T2H 0N4Salary: $50,500 annually / 30 hours per weekTerms of employment: Permanent employment; Full timeHours: Day, Weekend (Weekend may be required)Start date: Starts as soon as possibleVacancies: 2 vacanciesOverviewLanguagesEnglishEducationSecondary (high) school graduation certificateExperience1 year to less than 2 yearsWork...
-
Entry Level Sales Representative
Found in: beBee jobs CA - 7 days ago
Calgary, Alberta, Canada The Acquisition Group Full timeThe Acquisition Group is welcoming applicants to join our exclusive sales team in the Calgary area for our client TELUS Communications. This is a diverse opportunity to work in the financially rewarding and dynamic field of sales, marketing, and acquisitions. Individuals looking for a satisfying career with continuous growth, rapid advancement into...
-
Analyst, Finance Services
Found in: beBee jobs CA - 2 weeks ago
Calgary, Alberta, Canada University of Calgary Full timeDescription The Finance Services team within Finance is currently seeking a Full-time Limited Term Analyst for approximately 22 months.Reporting to the Manager, Finance Services, the Analyst plays an important role in the delivery of finance support to the faculties/units. The individual is responsible for supporting the Finance Partner by assisting with...