Financial Services Representative II
2 weeks ago
Financial Services Representative II Join to apply for the Financial Services Representative II role at CIBC. 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 ambitions, empowering you 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. You’ll foster key relationships, 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 bank centre hours, which may include evenings and weekends, and work at multiple banking centres within a reasonable travel distance. 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 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, engaging with purpose to find the right solutions and going the extra mile. You’re goal‑oriented, motivated by accomplishing your goals and delivering your best to make a difference. You notice details that others don’t and use critical thinking to inform decisions. You’re passionate about people, build trust through respect and authenticity, and maintain a diverse network. You love to learn, pursuing growth with no limits. You hold relevant certification; a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) is required. You have at least 1 year of experience working with clients and achieving sales results; prior banking experience in a similar capacity is an asset. Values matter to you; you bring your real self to work and live our values—trust, teamwork, accountability. What CIBC Offers Competitive salary, incentive pay, banking benefits, a benefit program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social points‑based recognition program. State‑of‑the‑art spaces and technology to enable collaboration and innovation. A culture where you can express ambition through initiatives such as Purpose Day, a paid day off dedicated to personal growth and development. What You Need To Know CIBC is committed to an inclusive environment where all team members and clients feel they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, contact Mailbox.careers‑carrieres@cibc.com. Be legally eligible to work at the specified location, and have a valid work or study permit if required. We may ask you to complete attribute‑based assessments and other skills tests (simulation, coding, French proficiency, MS Office) to better understand your strengths. Job Location Selkirk, Manitoba, Canada Employment Type Regular (Full‑time) Weekly Hours 37.5 hours per week Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results‑Oriented. #J-18808-Ljbffr
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Client-Centric Financial Advisor II
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Selkirk, Canada CIBC Full timeA leading financial institution in Selkirk is seeking a Financial Services Representative II to engage with clients and help them achieve their financial goals. You will leverage your knowledge to provide tailored financial services and solutions while working in a dynamic environment. The ideal candidate has a mutual funds license and experience in client...
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