Financial Service Representative

2 weeks ago


Grimsby, 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

**Job Description**:
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 health benefits program, defined benefit pension plan, an employee share purchase plan 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

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

Grimsby

Employment Type

Regular

Weekly Hours

37.5

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



  • Grimsby, Canada BMO Financial Group Full time

    63 Main Street West Grimsby Ontario,L3M 4H1 Minimum 18.75 hours weekly 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...


  • Grimsby, Canada Craig Budd - Desjardins Insurance Agent Full time

    **Customer Service Representative - Desjardins Agent Team Member** Location: Grimsby, Ontario Type: Full Time, Permanent **Position Overview**: A successful Desjardins Agent is seeking a motivated professional to join their growing agency. We are located in the downtown core of Grimsby and require an individual who can keep up with the fast-paced...


  • Grimsby, 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...


  • Grimsby, Canada Marsers & Association Professional Corporation Full time

    vice-president - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. Posted onApril 11, 2024 by Employer details Marsers & Association Professional Corporation Job details vice-president - financial, communications and other business services Verified This job was...


  • Grimsby, Canada Marsers & Association Professional Corporation Full time

    vice-president - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. Posted onApril 11, 2024 by Employer details Marsers & Association Professional Corporation Job details vice-president - financial, communications and other business services Verified This job was posted...


  • Grimsby, Canada Marsers & Association Professional Corporation Full time

    vice-president - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. Posted onApril 11, 2024 by Employer details Marsers & Association Professional Corporation Job details vice-president - financial, communications and other business services Verified This job was posted...


  • Grimsby, Ontario, Canada Craig Budd - Desjardins Insurance Agent Full time

    Customer Service Representative - Desjardins Agent Team MemberLocation: Grimsby, OntarioType: Full Time, PermanentPosition Overview:A successful Desjardins Agent is seeking a motivated professional to join their growing agency. We are located in the downtown core of Grimsby and require an individual who can keep up with the fast-paced environment and...


  • Grimsby, Canada Marsers & Association Professional Corporation Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksAllocate 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...


  • Grimsby, Ontario, Canada Marsers & Association Professional Corporation Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksAllocate 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...


  • Grimsby, Canada Marsers & Association Professional Corporation Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksAllocate 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...


  • Grimsby, Canada Marsers & Association Professional Corporation Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate 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...


  • Grimsby, Ontario, Canada Marsers & Association Professional Corporation Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate 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...


  • Grimsby, Canada Marsers & Association Professional Corporation Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate 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...


  • Grimsby, 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...


  • Grimsby, Canada CLAC Full time

    _Career Opportunity: _ **Customer Service Representative - Grimsby** Formed in 1952, CLAC is a national union representing over 60,000 workers in almost every sector of the economy. Based on values of respect, dignity, and fairness, CLAC is committed to building better workplaces, better communities, and better lives. CLAC is an affiliated member of the...


  • Grimsby, Canada CLAC Full time

    _Career Opportunity: _ **Customer Service Representative - Grimsby** Formed in 1952, CLAC is a national union representing over 60,000 workers in almost every sector of the economy. Based on values of respect, dignity, and fairness, CLAC is committed to building better workplaces, better communities, and better lives. CLAC is an affiliated member of the...


  • Grimsby, Canada Boggio Family of Pharmacies Full time

    **Job description** Boggio Family of Pharmacies is looking for a Part-Time Customer Service Representative to join our team in Grimsby. The Customer Service Representative works in the front shop and provides excellent service to all of our patients and customers. Come join a dynamic team and start your career with us today! **Duties & Responsibilities** -...


  • Grimsby, Canada Boggio Family of Pharmacies Full time

    **Job description** Boggio Family of Pharmacies is looking for a Full-Time Customer Service Representative to join our team in Grimsby. The Customer Service Representative works in the front shop and provides excellent service to all of our patients and customers. Come join a dynamic team and start your career with us today! **Duties & Responsibilities** -...


  • Grimsby, Canada Boggio Family of Pharmacies Full time

    **Job description** Boggio Family of Pharmacies is looking for a Part-Time Customer Service Representative to join our team in Grimsby. The Customer Service Representative works in the front shop and provides excellent service to all of our patients and customers. Come join a dynamic team and start your career with us today! **Duties & Responsibilities** -...

  • Financial Advisor

    2 months ago


    Grimsby, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...