Financial Services Representative

3 weeks ago

Mount Royal, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative page is loaded Financial Services Representative Apply locations Mont-Royal, QC time type Full time posted on Posted 2 Days Ago job requisition id 2408157

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

Place L'Acadie/Beaumont

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

    4 weeks ago

    Mont-royal, 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 Manager

    3 hours ago

    Mount Pearl, Canada Avalon Ford Full time

    As Avalon Ford continues to grow, so does our need for a Financial Services Manager. We are looking for a FSM to join our team at our Kenmount Road location. **Requirements**: - A proven sales background - Experience in sales or finance in the automotive industry is an asset - Knowledge of the principles related to the prime, subprime, and other avenues of...

  • Member Services Representative/ Teller

    3 days ago

    Mount Forest, Canada Kindred Credit Union Full time

    **You’re invited to make a difference ** as a **Casual **Member Services** **Representative** in **Mount Forest**. **At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.** Kindred MSRs serve as a knowledgeable and trusted service partner,...

  • Planificateur financier

    2 weeks ago

    Mount Royal, Canada Banque Nationale Full time

    Type de contrat Permanent Temps plein/Temps partiel? Temps plein Lieu: Mont-Royal, Québec Ville Mont-Royal Province/État Québec Domaine d'intérêt: Conseils et services en succursales Domaine d'intérêt Conseils et services en succursales En tant que planificatrice ou planificateur financier, tu joueras un rôle important auprès de ta clientèle....

  • Bell District Manager

    1 week ago

    Mount Royal, Canada Premium Retail Services Full time

    Bell District Manager General Information Company: PRE-CA Location: Montréal, Quebec, H4P 1C1 Ref #: M35711 Function: Field Management Employment Duration: Full-time Benefits: Premium offers a competitive salary along with a full benefits package including health, dental, vision, life insurance, long-term disability, and...

  • Financial Services Advisor

    4 weeks ago

    Mount Forest, Canada Kindred Credit Union Limited Full time

    **At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.** **You're invited to make a difference**as a** full-time Financial Services Advisor **in our **Mount Forest** **branch**.**: In this role, you bring expertise in credit, investments and...

  • Financial Services Associate

    4 weeks ago

    Mont-royal, 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...

  • Patient Support Representative

    1 day ago

    Mount Royal, Canada EHN Canada Full time

    Descriptions du poste Fondée en 1985, la clinique Nouveau Départ – EHN Canada offre des services spécialisés aux personnes qui souffrent de problèmes tels que l'alcoolisme, la toxicomanie et/ou toutes autres formes de dépendance. La clinique traite non seulement les problèmes de dépendance de diverses sources, mais aussi les troubles comorbides...

  • Conseiller Financier/Planificateur Financier

    4 weeks ago

    Mont-Royal, Canada Financière Sun Life Full time

    Excellente opportunité de représenter la compagnie de services financiers la plus digne de confiance au Canada. Offrir services, conseils et produits financiers aux clients. Formation et coaching hors pair. Les conseillers Sun Life offrent des produits individuels et collectifs d’assurance-santé, d'assurance-vie et de placement. Ils accomplissent ainsi...

  • Technical Sales Representative

    7 days ago

    Town of Mount-Royal, Canada UTV INTERNATIONAL Full time

    Are you looking for a **new challenge **with a rapidly growing company? **Look no further!** UTV International is currently looking for a **full-time Sales Representative** to join our team. **Who are we?** Founded more than **25 years** ago, UTV International specializes in designing & manufacturing tailor-made tracked vehicles for forestry, mining,...

  • Représentant en Services Financiers

    4 weeks ago

    Mont-royal, 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 besoin...

  • Analyste, planification et analyse financière

    1 week ago

    Mount Royal, Canada Dollarama Full time

    Sommaire du posteL’analyste, planification et analyse financière apportera son soutien à l’équipe de la planification et de l’analyse financière en effectuant diverses analyses liées au budget, aux prévisions et aux opérations afin de soutenir la prise de décision de l’entreprise. ResponsabilitésParticiper à l’élaboration du budget...

  • Planificateur de marchandises

    4 days ago

    Mount Royal, Canada Rennaï Full time

    Planificateur de Marchandises Siège Social Découvrez Rennaï, la destination du futur pour la beauté et les soins personnels modernes. Chez Rennaï, nous sommes dévoués à aider les personnes à atteindre le bien-être grâce à des soins personnels à 360° dans un cadre très accessible. Inspirés par le mot Renaissance, nous nous engageons à donner...

  • Planificateur de marchandises

    5 days ago

    Mount Royal, Canada Rennaï Full time

    Planificateur de Marchandises Siège Social Découvrez Rennaï, la destination du futur pour la beauté et les soins personnels modernes. Chez Rennaï, nous sommes dévoués à aider les personnes à atteindre le bien-être grâce à des soins personnels à 360° dans un cadre très accessible. Inspirés par le mot Renaissance, nous nous engageons à donner...

  • Planificateur de marchandises

    5 days ago

    Mount Royal, Canada Rennaï Full time

    Planificateur de Marchandises Siège Social Découvrez Rennaï, la destination du futur pour la beauté et les soins personnels modernes. Chez Rennaï, nous sommes dévoués à aider les personnes à atteindre le bien-être grâce à des soins personnels à 360° dans un cadre très accessible. Inspirés par le mot Renaissance, nous nous engageons à donner...

  • Planificateur de marchandises

    4 days ago

    Mount Royal, Canada Rennaï Full time

    Planificateur de Marchandises Siège SocialDécouvrez Rennaï, la destination du futur pour la beauté et les soins personnels modernes. Chez Rennaï, nous sommes dévoués à aider les personnes à atteindre le bien-être grâce à des soins personnels à 360° dans un cadre très accessible. Inspirés par le mot Renaissance, nous nous engageons à donner...

  • Telemarketing Sales Representative

    4 weeks ago

    Mont-royal, Canada Pharmacina Full time

    Telemarketer **Duties**: - Conduct outbound calls to potential customers to promote and sell products or services - Follow scripts and guidelines provided to ensure consistent messaging - Identify customer needs and provide appropriate product or service information - Schedule appointments or meetings for sales representatives - Maintain accurate and...

  • Personal Banker

    4 weeks ago

    Mount Forest, Canada BMO Financial Group Full time

    201 Main Street Mount Forest Ontario,N0G 2L0 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Technical Service Representative

    3 days ago

    Mount Forest, Canada RecProtect Insurance - Division of Coburn Insurance Brokers Ltd. Full time

    If you are looking to jump start your career in a fast paced environment while working for a company who embraces an exceptional client experience, this may be a great fit. This is not a mundane entry level position. Desired outcomes of this Role: - Provide exceptional support to our service and sales departments to achieve organizational goals. - Be a...

  • Territory Sales Representative

    4 weeks ago

    Mount Pearl, Canada Petroservice Full time

    Petro Service Limited  is a full line petroleum equipment distributor, specializing in sales, service, construction and installation. Our customers include owners and operators in the retail petroleum and commercial/industrial markets. The facilities involved include retail gas stations & car washes, bulk plants, fleet sites, commercial / industrial &...