Financial Services Representative Ii

3 weeks ago


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 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

Coquitlam Town Centre

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



  • 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...


  • Coquitlam, Canada Mac’s II Agencies Full time

    Mac’s II Agencies are proponents of change, innovation and technology. We offer a positive, respectful and nurturing work environment in which our employees can grow. We empower and recognize the accomplishments of our people and encourage collaborative thought, while providing an enjoyable atmosphere, accompanied by attractive salaries, incentives and...


  • 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...


  • 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...


  • Coquitlam, Canada Mac’s II Agencies Full time

    Mac’s II Agencies are proponents of change, innovation and technology. We offer a positive, respectful and nurturing work environment in which our employees can grow. We empower and recognize the accomplishments of our people and encourage collaborative thought, while providing an enjoyable atmosphere, accompanied by attractive salaries, incentives and...


  • Coquitlam, Canada Mac’s II Agencies Full time

    Mac’s II Agencies are proponents of change, innovation and technology. We offer a positive, respectful and nurturing work environment in which our employees can grow. We empower and recognize the accomplishments of our people and encourage collaborative thought, while providing an enjoyable atmosphere, accompanied by attractive salaries, incentives and...


  • Coquitlam, Canada Mac’s II Agencies Full time

    Salary Range: $48K - $55K Mac’s II Agencies is Canada’s premiere agency in design, supply, and support of quality lighting and electrical products. We represent over 100 unique manufacturers in the lighting and electrical market, driving demand by servicing a wide variety of customers across B.C and Yukon. A profound focus on our team, vendor partners,...


  • Coquitlam, Canada Mac’s II Agencies Full time

    **Term**: Full-time, Permanent **The Role** - Please like and share with your network and learn more about the role through the link below._ **Responsibilities** - Handle inbound inquiries from our existing customer base, including day-to-day requests for quotation as well as larger commercial and industrial project bids. - Work creatively with our vendor...


  • 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...


  • Coquitlam, Canada Vancouver City Savings Credit Union Full time

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a **Financial Services Representative** you will build...


  • Coquitlam, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague._ When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type of team—we’re collaborative and supportive and have the freedom and...


  • Coquitlam, Canada Mac’s II Agencies Full time

    Mac’s II Agencies are proponents of change, innovation and technology. We offer a positive, respectful and nurturing work environment in which our employees can grow. We empower and recognize the accomplishments of our people and encourage collaborative thought, while providing an enjoyable atmosphere, accompanied by attractive salaries, incentives and...

  • Quotations - Lighting

    4 weeks ago


    Coquitlam, Canada Mac’s II Agencies Full time

    **Term**: Full-time, Permanent**: **The Role** - Please like and share with your network and learn more about the role through the link below._ **Responsibilities** - Handle inbound inquiries from our existing customer base, including day-to-day requests for quotation as well as larger residential, commercial and industrial project bids. - Work creatively...


  • Coquitlam, Canada Mac’s II Agencies Full time

    **Term**: Full-time, Permanent**: **The Role** - Please like and share with your network and learn more about the role through the link below._ **Responsibilities** - Handle inbound inquiries from our existing customer base, including daily requests for quotation as well as larger commercial and industrial project bids. - Work creatively with our vendor...


  • Coquitlam, Canada GFL Environmental Full time

    GFL Environmental is looking for Call Centre Service Representatives to join our team in Coquitlam, British Columbia! At GFL our goal is to invest in our people and provide opportunities to grow for life! GFL Environmental is one of North America’s leading waste management companies, proudly making communities cleaner, safer, and happier...


  • Coquitlam, Canada Lyonridge Property Services Full time

    Job Title: Outside Sales Representative Company Overview: We are a fast-growing service company that specializes in delivering top-quality services to our clients. Our company prides itself on providing outstanding customer service and exceeding expectations. We are looking for a highly motivated Outside Sales Representative to join our team. Job...


  • Coquitlam, Canada Waste Connections of Canada Full time

    Waste Connections of Canada is a leading non-hazardous solid waste management in North America. We are looking for a SAFETY inclined, energetic, autonomous, and proactive team player who is capable of making a difference in his/her team and community. We have an immediate opening for a Customer Service Representative (CSR) at our office in Coquitlam,...

  • general manager

    10 hours ago


    Coquitlam, Canada ABAN CPA INC. Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsEstablish objectives for the organization and formulate or approve policies and programsRepresent the organization, or delegate representatives to act on behalf of the organization, in...

  • general manager

    4 days ago


    Coquitlam, Canada ABAN CPA INC. Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planningEstablish objectives for the organization and formulate or approve...

  • general manager

    1 day ago


    Coquitlam, Canada ABAN CPA INC. Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsEstablish objectives for the organization and formulate or approve policies and programsRepresent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other...