Financial Services Representative Ii
2 weeks ago
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.
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
Yonge and High Tech Banking 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, Strong Interpersonal Skills
-
Financial Services Representative Ii
1 week ago
Richmond Hill, Canada CIBC Full timeWe’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 Service Representative
2 weeks ago
Richmond Hill, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Financial Service Representative
1 week ago
Richmond Hill, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Financial Services Representative Ii
1 week ago
Richmond, Canada CIBC Full timeWe’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 weeks ago
Richmond Hill, Canada BMO Financial Group Full time550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 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...
-
Financial Services Representative Ii
1 week ago
Richmond, Canada CIBC Full timeWe’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
2 weeks ago
Richmond Hill, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** At Axion, a division of Western Financial Group, we provide solutions. Yes, we also sell insurance, but that’s only part of our story. We opened our doors in 1990 without a single customer, since then we have grown year after year, by being at our customers’ side when it matters most. Looking to work...
-
Customer Service Representative
2 weeks ago
Richmond Hill, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** At Axion, a division of Western Financial Group, we provide solutions. Yes, we also sell insurance, but that’s only part of our story. We opened our doors in 1990 without a single customer, since then we have grown year after year, by being at our customers’ side when it matters most. Looking to work...
-
Financial Services Representative Ii
3 weeks ago
Richmond, Canada CIBC Full timeWe’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
4 weeks ago
Richmond Hill, Canada BMO Financial Group Full timeApplication Deadline: 03/19/2025Address: 1070 Major Mackenzie Dr EJob Family Group: Retail Banking Sales & ServiceDelivers 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...
-
Financial Service Representative
7 days ago
Richmond Hill, Canada CIBC Full timeWe’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...
-
Richmond Hill, Canada BMO Financial Group Full time550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 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...
-
Sales Representative
2 weeks ago
Richmond Hill, Canada PC Financial Full timeAll referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 301 High Tech Rd, Richmond Hill, Ontario, L4B 4R2 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...
-
Career in Financial Services
6 days ago
Richmond Hill, Ontario, Canada Sun Life Financial Full timeA career as a financial advisor at Sun Life Financial offers unlimited earning potential and a purpose-driven work environment. You will have the opportunity to develop your skills and knowledge in financial planning, investment management, and risk management.ResponsibilitiesMeet with clients to understand their financial needs and goalsDevelop personalized...
-
Customer Service Representative
2 weeks ago
Richmond Hill, Canada Nestle Operational Services Worldwide SA Full time**Position Snapshot** **Business area**:Nestlé Health Science** **Job title: Customer Service Representative, Atrium** **Location: REMOTE** **A little bit about us** Nestlé Health Science is an innovative company engaged in advancing the role of nutritional therapy to improve the management of health for consumers, patients and our partners in...
-
Financial Services Representative I
3 weeks ago
Richmond Hill, Canada CIBC Full timeWe’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 Service Representative
1 week ago
Richmond, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Sales Representative
2 weeks ago
Richmond Hill, Canada Neo Financial Full timeAt Neo, we’re disrupting the future of finance. Our products speak for themselves; the Neo card was voted the best cash back card in Canada. We’ve raised $299M with world class investors, and are one of the few Canadian technology companies that have reached ‘unicorn’ status (valued over $1B). Our market fit is evident, with over 1M user accounts.....
-
Customer Service Representative
3 weeks ago
Richmond, Canada BMO Financial Group Full time3331 No. 3 Road Richmond British Columbia,V6X 2B6 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
1 week ago
Richmond, Canada BMO Financial Group Full time3900 Steveston Hwy Unit 130 Richmond British Columbia,V7E 2K1 **Fluency in English and Mandarin required.** 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...
