Financial Services Representative II

3 weeks ago

Barrie, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative II page is loaded Financial Services Representative II Apply locations Barrie, ON time type Full time posted on Posted 3 Days Ago job requisition id 2408099

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 have a meaningful impact on the lives of our clients. As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable their financial success.

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.

How You'll Succeed

  • Client Engagement – Meet with clients to understand their 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 collaborate with others 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, enabling 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 driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
  • 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).
  • 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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
  • Connect:Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planningandcomprehensive product training
  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

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-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

Expected End Date

2024-04-18

Job Location

Barrie-600 Yonge Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Financial Products, Goal Planning, Investments, Relationship Building

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

  • Customer Service Representative

    6 days ago

    Barrie, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Sales Representative

    1 month ago

    Barrie, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 472 Bayfield St, Barrie, Ontario, L4M 5A2 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 Professional

    1 week ago

    Barrie, Canada Michael Hunter-Experior Financial Group Full time

    **About the job** Build your career with North America’s leading Financial Services Brokerage. This is an exciting chance to make your mark with a growing organization. Receive competitive compensation and full ownership. **Our Company**: Experior Financial Group is a leading distributor of financial services to households and businesses in the United...

  • Inside Sales Representative

    2 days ago

    Barrie, Canada NorthLake Financial Corp Full time

    **ABOUT THIS CAREER OPPORTUNITY** Northlake Financial team is growing! If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you. **WHY WORK FOR US?** Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian automotive finance...

  • Customer Service Representative

    7 days ago

    Barrie, Canada BMO Financial Group Full time

    509 Bayfield Street, Unit J16 Barrie Ontario,L4M 4Z8 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...

  • Manager Client Services II

    21 hours ago

    Barrie, Canada TD Bank Full time

    Manager Client Services II - Investment Management page is loaded Manager Client Services II - Investment Management Apply remote type On Site locations Barrie, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R_1341552 Work Location:Barrie, Ontario, CanadaHours:37.5Line of Business:TD...

  • Manager Client Services II

    23 hours ago

    Barrie, Canada TD Bank Full time

    Manager Client Services II - Investment Management page is loaded Manager Client Services II - Investment Management Apply remote type On Site locations Barrie, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R_1341552 Work Location:Barrie, Ontario, CanadaHours:37.5Line of Business:TD...

  • Manager Client Services II

    21 hours ago

    Barrie, Canada TD Bank Full time

    Manager Client Services II - Investment Management page is loaded Manager Client Services II - Investment Management Apply remote type On Site locations Barrie, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R_1341552 Work Location:Barrie, Ontario, CanadaHours:37.5Line of Business:TD...

  • Financial Service Representative

    1 month ago

    Barrie, Canada Pay2Day Full time

    Job description Are you looking for more than just a job? Do you enjoy being challenged while continuously developing your skill set? Do you want to work for a company that cares about its employees? If this sounds like you, we want to meet you! We are a fun, outgoing, diverse and energetic team looking for individuals just like us to join our all-star...

  • Financial Service Representative

    1 month ago

    Barrie, Canada Pay2Day Full time

    Job description Are you looking for more than just a job? Do you enjoy being challenged while continuously developing your skill set? Do you want to work for a company that cares about its employees? If this sounds like you, we want to meet you! We are a fun, outgoing, diverse and energetic team looking for individuals just like us to join our all-star...

  • Financial Services Specialist/Financial Advisor- IIROC

    3 weeks ago

    Barrie, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...

  • support services vice-president

    1 month ago

    Barrie, Canada Maple Ginkgo Trading Inc. Full time

    Education: College/CEGEPExperience: 1 year to less than 2 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...

  • support services vice-president

    1 month ago

    Barrie, Canada Maple Ginkgo Trading Inc. Full time

    Education: Expérience: EducationCollege/CEGEPTasksAllocate 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...

  • Customer Service Representative

    1 week ago

    Barrie, Ontario, Canada Saint-Gobain Full time

    Customer Service Representative - BarriePosition DescriptionJob SummaryWHAT'S THE JOB?We are presently looking for a Customer Service Representative at our Barrie branch.Schedule: Monday to FridayStatus: Full Time, permanent, On-siteHere's what you'll be responsible for in this roleThis position is responsible for ensuring that all incoming customer/sales...

  • Customer Service Representative

    2 days ago

    Barrie, Ontario, Canada Scotiabank Full time

    Customer Service Representative - Alliston, Barrie (15 hrs/week)Requisition ID: 197878Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our...

  • Accounting Clerk Ii

    1 month ago

    Barrie, Canada City of Barrie Full time

    **Posted**:Monday, March 25, 2024** **Job Number**:PC**-24-23** **Job Type**:Permanent** Full-time, Union** **Position Closing Date**:Monday, April 8, 2024** at 11:59pm** - Note: this position is currently under review._ **Choose Barrie** The City of Barrie is a vibrant, progressive, and growing community with deep connections to our heritage, to nature...

  • Service Delivery Representative

    1 day ago

    Barrie, Ontario, Canada ProResp, Inc. Full time

    Service Delivery RepresentativeLocation: Royal ProResp (Barrie, Ontario)Full-time Permanent Position 37.5hrs/week (Monday – Friday 9:00am-5:00pm + rotational on-call) Starting rate: $24-$25hr + benefits package + 3 weeks paid vacation.As a Service Delivery Representative with ProResp, you will assume responsibility for the delivery and maintenance of...

  • Housekeeping Services Representative

    1 day ago

    Barrie, Ontario, Canada Campus Living Centres Full time

    1. Position Summary and Job MagnitudeThe Housekeeping Services Representative interacts with students and guests frequently. It is imperative that they are friendly and patient and demonstrate a high degree of customer service in all situations. Housekeeping Service Representatives are responsible for cleaning student/guest rooms and maintaining cleanliness...

  • Customer Service Representative

    5 days ago

    Barrie, Canada WATER DEPOT, Bryne Drive Full time

    We are looking for a customer service representative to join the team at the Water Depot at the BRYNE DR location. **Responsibilities** - Open and close store (key holder) - Develop and maintain relationships with customers. - Maintain accurate records of customer interactions. - Ability to lift**50LBS.** - Provide product services information to...

  • Bilingual Customer Service Representative

    6 days ago

    Barrie, Canada Employment Options, Barrie Full time

    Bilingual Customer Service Representative Fillip is a Calgary-based fintech company leading the digital transformation of fleet payments. Fillip empowers hundreds of businesses with its universally accepted digital fleet card that solves the challenges of distributed payments for busy teams on the road. The Customer Success Representative (CSR) supports...