Financial Services Representative

3 weeks ago

SainteJulie, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative - Sainte-Julie, QC page is loaded Financial Services Representative - Sainte-Julie, QC Apply locations Sainte-Julie, QC time type Full time posted on Posted Yesterday job requisition id 2407086

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 Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to 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 technology, 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 connect with others through respect and authenticity.

  • You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

  • 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.

  • You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

  • 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

Sainte-Julie

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.

#J-18808-Ljbffr

  • Financial Services Representative

    6 days ago

    Sainte-Julie, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Sainte-Julie, QC page is loaded Financial Services Representative - Sainte-Julie, QC Apply locations Sainte-Julie, QC time type Full time posted on Posted Yesterday job requisition id 2407086 We’re building a relationship-oriented bank for...

  • Financial Service Representative, Ste-julie

    6 days ago

    Sainte-Julie, 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

    3 weeks ago

    Sainte-Julie, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Sainte-Julie, QC page is loaded Financial Services Representative - Sainte-Julie, QC Apply locations Sainte-Julie, QC time type Full time posted on Posted Yesterday job requisition id 2407086 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated...

  • Financial Services Representative

    11 hours ago

    Sainte-rose, 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, Ste-rose

    5 days ago

    Sainte-rose, 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...

  • Planificateur Financier

    2 days ago

    Sainte-Julie, Canada National Bank of Canada Full time

    En tant que planificateur financier, tu joueras un rôle important auprès de tes clients. À travers les 7 champs de la planification financière, tu travailleras en étroite collaboration avec l'équipe afin d'aider et conseiller de façon distinctive et personnalisée ton client dans l'atteinte de ses objectifs de vie par l'élaboration de son plan...

  • Conseiller en Sécurité Financier

    4 weeks ago

    Sainte-Julie, Canada Industriel Alliance Full time

    iA Groupe financier Vallée du richelieu, l’une des sociétés d’assurance de personnes les plus importantes au Canada, recherche des conseillers en sécurité financière à l’affût de nouveaux défis. Nous avons un programme de formation des plus complets. Découvrez comment nous apportons du soutien et du savoir-faire pour vous aider à réussir....

  • Client Financial Services Agent

    5 days ago

    Sainte-Marie, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Représentant en service financiers, Ste-Julie

    7 days ago

    Sainte-Julie, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Financial Advisor, Ste-julie

    7 days ago

    Sainte-Julie, 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...

  • Analyste Financier Immobilier

    2 days ago

    Sainte-Julie, Canada LE GROUPE CHAGALL INC. Full time

    Depuis plus de 30 ans, Chagall **repousse les limites du design **architectural et du mobilier à travers des services clé en main pour plusieurs industries commerciales, résidentielles et corporatives. Chagall connaît présentement une croissance fulgurante et possède 4 divisions (Design, Ébénisterie, Construction et Immobilier) regroupant une famille...

  • Project manager and financial efficiency

    1 day ago

    Sainte-Julie, Canada Kenova Full time

    Position: Project Manager and Financial Efficiency (#3868) Category: Permanent Location: South Bank Salary: Competitive Employer details: Our client, a company recognized in the commercial design and construction sector which constantly responds to growing demand and counts on a dedicated multidisciplinary team who have their work heart. From development...

  • Project manager and financial efficiency

    1 day ago

    Sainte-Julie, Canada Kenova Full time

    Position: Project Manager and Financial Efficiency (#3868) Category: Permanent Location: South Bank Salary: Competitive Employer details: Our client, a company recognized in the commercial design and construction sector which constantly responds to growing demand and counts on a dedicated multidisciplinary team who have their work heart. From development...

  • Project manager and financial efficiency

    2 days ago

    Sainte-Julie, Canada Kenova Full time

    Position: Project Manager and Financial Efficiency (#3868) Category: Permanent Location: South Bank Salary: Competitive Employer details: Our client, a company recognized in the commercial design and construction sector which constantly responds to growing demand and counts on a dedicated multidisciplinary team who have their work heart. From development...

  • Représentant Service à La Clientèle

    7 days ago

    Sainte-Julie, Canada Banque Scotia Full time

    Numéro de la demande: 197124 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **À propos du role**: **Ce que vous ferez** À titre d’associé, Expérience client/ Sainte-Julie/ Permanent/ Temps-partiel 26.25h, vous serez non seulement le visage de nos succursales, mais...

  • Gestionnaire,services Financiers Personnels

    4 days ago

    Sainte-Foy, Canada TD Bank Full time

    414721BR **Catégorie d'emploi - Primaire** - Services bancaires de détail - Services financiers **Lieu de travail** - 1260 Autoroute Duplessis **Type d’employé** - Régulier **Ville** - Sainte-Foy **Type d’horaire** - Temps plein **Province/état** - Québec **Horaire** - 37.5 **Modèle en milieu de travail** - Sur place **Détails de la...

  • Gestionnaire,services Financiers Personnels

    4 days ago

    Sainte-Foy, Canada TD Bank Full time

    414721BR Services bancaires de détail - Services financiers Sainte-foy, QC July 20, 2023 Hours 37.5 Workplace Model Sur place Pay Details Department Overview À TD Canada Trust, nous sommes le personnel de première ligne de la TD. Nous nous efforçons de bâtir des liens solides et approfondis avec nos clients. En comprenant leurs besoins et en...

  • Technicien/technicienne D'entretien Et de

    2 days ago

    Sainte-Julie, Canada au centre de services v.r. rive sud inc. Full time

    **Durée de l'emploi**: Permanent **Langue de travail**: Anglais ou Français **Education**: Aucun certificat, diplôme ou grade **Expérience**: Expérience un atout Milieu de travail Atelier Tâches Réparer des véhicules récréatifs Avantages santé Prestations d'invalidité Protection pour services paramédicaux Avantages financiers Prime Assurance...

  • Représentant Service à la Clientèle

    3 weeks ago

    Sainte-Julie, Quebec, Canada Banque Scotia Full time

    Numéro de la demande: Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. À propos du role Ce que vous ferez À titre d'associé, Expérience client/ Sainte-Julie/ Permanent/ Temps-partiel 26.25h, vous serez non seulement le visage de nos succursales, mais aussi un reflet de...

  • Représentant Service à la Clientèle

    3 weeks ago

    Sainte-Julie, Canada Scotiabank Full time

    Numéro de la demande: 197124  Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. Ce que vous ferez À titre d’associé, Expérience client/ Sainte-Julie/ Permanent/ Temps-partiel vous serez non seulement le visage de nos succursales, mais aussi un reflet de leur...