Financial Services Representative

2 weeks ago

Edmonton, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative page is loaded Financial Services Representative Apply locations Edmonton, AB time type Full time posted on Posted 6 Days Ago job requisition id 2409352

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

Edmonton-9450-137 Avenue NW

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 Similar Jobs (2) Financial Services Representative II locations Edmonton, AB time type Full time posted on Posted 3 Days Ago Client Service Representative [Hourly] locations Edmonton, AB time type Part time posted on Posted 6 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

  • Financial Representative

    4 weeks ago

    Edmonton, Canada Serenia Life Financial Full time

    Location: Alberta Type: Full Time 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 close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

  • chief financial officer

    2 weeks ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...

  • chief financial officer

    2 weeks ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...

  • Chief Financial Officer

    3 weeks ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **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 - Establish financial and administrative controls; formulate and approve...

  • Financial Service Representative II

    5 days ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Representative II page is loaded Financial Service Representative II Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 2410941 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Service Representative II

    5 days ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Representative II page is loaded Financial Service Representative II Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 2410941 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Service Representative II

    5 days ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Representative II page is loaded Financial Service Representative II Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 2410941 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative II

    2 weeks ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Edmonton, AB time type Full time posted on Posted Yesterday job requisition id 2409827 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative II

    2 weeks ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Edmonton, AB time type Full time posted on Posted Yesterday job requisition id 2409827 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative II

    2 weeks ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Edmonton, AB time type Full time posted on Posted Yesterday job requisition id 2409827 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative II

    6 days ago

    Edmonton, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Edmonton, AB time type Full time posted on Posted Yesterday job requisition id 2409827 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative

    4 weeks ago

    Edmonton, 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 Service Representative II

    5 days ago

    Edmonton, AB, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Representative II page is loaded Financial Service Representative II Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 2410941 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

    3 weeks ago

    Edmonton, AB, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Edmonton, AB time type Full time posted on Posted Yesterday job requisition id 2409827 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

    4 weeks ago

    Edmonton, 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...

  • Payments & Rewards Sales Representative

    7 days ago

    Edmonton, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 11541 Kingsway NW, Edmonton, Alberta, T5G 3E8 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 type of team—we’re...

  • Financial Services Representative Ii

    7 days ago

    Edmonton, 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 Service Representative-1

    5 days ago

    Edmonton, 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 Services Representative Ii

    4 weeks ago

    Edmonton, 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 Service Representative Ii

    1 week ago

    Edmonton, 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...