Financial Services Representative

3 weeks ago

Burnaby, 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 Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to 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 technology, 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 connect with others through respect and authenticity.- You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.- 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.- 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, 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

Burnaby-Kingsway and McKercher

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Financial Services, Goal Planning, Outbound Calls, Problem Solving, Regulatory Requirements, Results-Oriented

  • Financial Services Representative Ii

    4 weeks ago

    Burnaby, 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...

  • Manager, Portfolio Services

    4 weeks ago

    Burnaby, Canada TFG Financial Corporation Full time

    **Your talent, your terms** **Results, recognition and rewards** TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in...

  • Customer Service Team Lead

    4 weeks ago

    Burnaby, Canada TFG Financial Corporation Full time

    **JOB PURPOSE** The Team Lead, Customer Service provides day to day guidance and training to a team of Customer Service Representatives. The role is responsible for delivering effective and timely completion of various Customer and Lessee requests while ensuring oversight of the direct reports’ work. The Team Lead, Customer Service monitors a significant...

  • Customer Service Representative

    3 days ago

    Burnaby, Canada BMO Financial Group Full time

    3778 Grand Promenade Burnaby British Columbia,V3J 0L6 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...

  • Customer Service Representative

    19 hours ago

    Burnaby, Canada BMO Financial Group Full time

    4454 East Hastings Street Burnaby British Columbia,V5C 2K2 This is a part-time role (18.75 hours per week minimum guarantee) at our Burnaby branch. This position requires availability to work any time during branch hours. Monday through Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and...

  • Administrative Assistant

    1 month ago

    Burnaby, Canada Interhealth Financial Services Full time

    **Job Roles and Responsibilities**: - A strong interest in financial services industry and client experience is important. **Duties** - Setting up and management of client investment accounts - Handling bank deposits - Communication with insurance companies and other representatives - Maintaining digital client filing system - Preparing for advisors...

  • Member Services Representative

    1 month ago

    Burnaby, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Customer Service Representative

    21 hours ago

    Burnaby, Canada Mr. Payday Easy Loans Inc. Full time

    Our growing consumer lending company is looking for a Customer Service Representative to join our team. Job duties include: - Provide exceptional customer service - Research and evaluate loan applicant's financial status, references, credit and risk - Complete and submit credit and loan documentation - Promote sale of credit and loan services - Strong...

  • Customer Service Representative

    7 days ago

    Burnaby, Canada Randstad Canada Full time

    Do you have a passion for providing exceptional customer service? Are you seeking a career opportunity in the financial industry? Do you possess strong problem-solving skills and thrive in a fast-paced environment? then we have the perfect job for you!Randstad is looking for a Customer Service Representative to work for a well-known financial company in the...

  • Financial Services Associate

    6 days ago

    Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    UNLIMITED POSSIBILITIES AHEAD. Position: Financial Services AssociateStatus: Full-Time Dealership: OpenRoad Audi BoundaryDepartment: Sales - Business Office We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country...

  • Business Services Representative

    1 month ago

    Burnaby, Canada Swenam Corporation Full time

    **Job Details** **Location**:Burnaby, BC, V5C 6C6 **Salary**:CAD $26.40 per hour for 30 hours per week. **Expected Start date**:as soon as possible **NOTE**:Applications will be reviewed once received **Application deadline**:Open until position is filled **Job Types**:Permanent, Full time **Financial benefits**:Bonus **Job...

  • Financial Advisor Associate

    1 month ago

    Burnaby, Canada Sun Life Financial Full time

    Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

  • Business Services Sales Representative

    1 month ago

    Burnaby, Canada Swenam Corporation Full time

    Work Term: Permanent - Work Language: English - Hours: 30 hours per week - Education: Bachelor's degree - Experience: Experience an asset - or equivalent experience **Work site environment**: - Business **Tasks**: - Prepare or oversee preparation of sales or other contracts - Conduct sales transactions - Supervise activities of other sales...

  • Client Service Representative

    1 month ago

    Burnaby, 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...

  • Customer Service Representative

    3 days ago

    Burnaby, Canada British Columbia Institute of Technology (BCIT) Full time

    BCIT’s - **Student Information & Enrolment Services** is seeking - **4 regular, full-time (1.0** **FTE** **) Customer Service Representatives**. This position is responsible for responding to customer inquiries and providing active customer service to BCIT’s full time, part time, distance education programs; courses; full time admissions; student...

  • Customer Service Representative

    3 days ago

    Burnaby, Canada British Columbia Institute of Technology (BCIT) Full time

    BCIT’s - **Student Information & Enrolment Services** is currently seeking - **2 regular, full-time (1.0** **FTE** **) Customer Service Representatives**. This position is responsible for responding to customer inquiries and providing active customer service to BCIT’s full time, part time, distance education programs; courses; full time admissions;...

  • Customer Service Representative

    3 days ago

    Burnaby, Canada British Columbia Institute of Technology (BCIT) Full time

    BCIT’s - **Registrar’s Office** is seeking - **three (3) regular, full-time (1.0** **FTE** **) Customer Service Representatives**. This position is responsible for responding to customer inquiries and providing active customer service to BCIT’s full time, part time, distance education programs; courses; full time admissions; student records; and...

  • Customer Service Representative

    3 days ago

    Burnaby, Canada British Columbia Institute of Technology (BCIT) Full time

    BCIT’s **Registrar’s Office** department is seeking a** regular, full time (1.0 **FTE**) Customer Service Representative.** This position is responsible for responding to customer inquiries and providing active customer service to BCIT’s full time, part time, distance education programs; courses; full time admissions; student records; and International...

  • Customer Service Representative

    3 days ago

    Burnaby, Canada British Columbia Institute of Technology (BCIT) Full time

    BCIT’s **Registrar’s Office** is seeking a **temporary, full time (1.0 **FTE**) Customer Service Representative.** This position is responsible for responding to customer inquiries and providing active customer service to BCIT’s full time, part time, distance education programs; courses; full time admissions; student records; and International...

  • Customer Service Representative

    6 days ago

    Burnaby, Canada Handyman Connection of Metro Vancouver, BC Full time

    Handyman Connection of is locally owned and operated. We are a well-established home improvement company dedicated to excellent customer service and quality workmanship. We are a fast paced local office of an International Franchise with an opening for a full time Customer Service Representative. Our customers are seeking additional office support for our...