Financial Services Representative II

Financial Services Representative II (Contract - Mandarin Speaking) – CIBC Location: Oakville-Maple Grove Village Employment type: Regular, Full-time Weekly hours: 37.5 Expected end date: 2027-01-15 Overview 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 and at multiple centres within a reasonable travel distance. 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, motivated by accomplishing your goals and delivering your best to make a difference. You know that details matter and notice things that others don’t. Your critical thinking skills help 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 and grow your knowledge, believing there is no limit to what you can achieve. You’re a certified professional with current accreditation and good standing. Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). You can demonstrate at least one year of experience working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset. You are fluent in Mandarin. Values matter to you. You bring your real self to work and live our values of trust, teamwork, and accountability. What CIBC Offers We recognize you in meaningful, personalized ways, including competitive compensation, banking benefits, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program. Our spaces and technology toolkit make it simple to bring together great minds to create innovative solutions that make a difference for our clients. 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 provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for unless stated otherwise. You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process to help us assess your fit. Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr