Financial Services Representative Ii

5 months ago

Port McNeill, 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 and what they contribute.

To learn more about CIBC, please visit

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.

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 knowYou 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

Port Mcneill

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Digital Literacy, Establishing and Maintaining Interpersonal Relationships (Inactive), Face to Face Customer Service, Influencing Others, Outbound Calls, Proactive Approach, Resolving Conflicts and Negotiating with Others (Inactive), Self Confidence, Strong Interpersonal Skills (Inactive)

  • Member Service Representative 1

    3 weeks ago

    Port McNeill, Canada Coastal Community Credit Union Full time

    **Position T**ype**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Member Service Representative,** so if you’re passionate about improving people’s financial health and have experience with sales...

  • Financial Services Representative Ii

    5 months ago

    Port Perry, 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 Ii

    2 months ago

    Port Alberni, 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 Ii

    5 months ago

    Port Hope, 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 Ii

    5 months ago

    Port Coquitlam, 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

    4 weeks ago

    Port-Cartier, Canada Desjardins Full time

    As a Financial Services Representative at Desjardins, you will play a key role in helping our members achieve their financial goals. Your primary responsibility will be to provide exceptional customer service, ensuring that our members receive the highest quality financial solutions tailored to their needs.Main Responsibilities:Develop and implement...

  • Customer Service Representative

    6 months ago

    Port Alberni, Canada BMO Financial Group Full time

    7585 Pacific Rim Hwy Port Alberni British Columbia,V9Y 8Y5 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...

  • Customer Service Representative

    6 months ago

    Port Alberni, Canada BMO Financial Group Full time

    3550 Johnston Road, Unit 130 Port Alberni British Columbia,V9Y 7W8 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...

  • Financial Services Representative

    3 weeks ago

    Port-Cartier, Canada Desjardins Full time

    As a Financial Services Representative at Desjardins, you will play a critical role in helping members achieve their financial goals. Key responsibilities include developing strategies to meet the needs of members, offering investment, financing, and insurance products, and providing exceptional customer service.Main Position in the Caisse Network: Wealth...

  • Financial Services Representative

    5 months ago

    Port Colborne, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Professional

    1 month ago

    Port Alberni, British Columbia, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Financial Services Professional to join our team at BMO. As a key member of our retail banking sales team, you will be responsible for providing financial and investment planning advice to our customers.Key Responsibilities:Proactively engage with new and existing customers to understand their financial needs and...

  • Financial Services Representative, Côte-Nord Region

    1 week ago

    Port-Cartier, Canada Desjardins Full time

    Overview:We are seeking a skilled and customer-focused Financial Services Representative to join our team in the Côte-Nord region. As a key member of our financial services team, you will play a vital role in providing excellent customer service and helping members achieve their financial goals.

  • Insurance Representative, Level 2 Career Opportunity

    3 weeks ago

    Port McNeill, Canada Coastal Community Full time

    Job OverviewCoastal Community is seeking an experienced Insurance Representative, Level 2, to join our team. As a key member of our insurance team, you will be responsible for promoting all insurance products and services, processing insurance-related transactions, and responding to client reports concerning loss or damage to facilitate the processing of...

  • Insurance Representative, Level 2

    4 weeks ago

    Port McNeill, Canada Coastal Community Full time

    Job OverviewWe are seeking an Insurance Representative, Level 2, to join our team at Coastal Community. As a key member of our insurance team, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance, and some commercial...

  • Insurance Representative, Level 2 Position

    1 month ago

    Port McNeill, Canada Coastal Community Full time

    Job DetailsDescription**About the Role**We are seeking an Insurance Representative, Level 2, to join our team at Coastal Community. As a key member of our insurance team, you will provide support to clients in the promotion of all insurance products and services and in the processing of insurance related transactions for personal lines, automobile insurance,...

  • Insurance Representative, Level 1

    5 months ago

    Port Alberni, Canada Coastal Community Insurance Services Full time

    **Position Type**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Insurance Representative, Level 1**, so if you’re passionate about insurance, and helping people protect themselves and their assets...

  • Customer Service Representative

    2 weeks ago

    Port McNeill, Canada BC Liquor Stores Full time

    Welcome to BC Liquor Stores, a renowned organization in the beverage alcohol industry. Our team is dedicated to providing exceptional customer service and building strong relationships with our stakeholders.We are seeking a motivated Auxiliary Sales Associate to join our dynamic team. As an Auxiliary Sales Associate, you will be responsible for providing...

  • Financial Services Representative

    5 months ago

    Port Colborne, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Representative

    2 weeks ago

    Port Alberni, British Columbia, Canada BMO Full time

    Deliver Exceptional Customer ServiceAbout the Role:We're seeking a skilled and customer-focused individual to join our Personal Banking team as a Personal Banker. As a key member of our team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial...

  • Customer Service Representative

    6 months ago

    Port Coquitlam, Canada BMO Financial Group Full time

    2325 Ottawa Street Port Coquitlam British Columbia,V3B 8A4 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...