Financial Services Representative Ii

2 weeks ago


Richmond Hill, 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

Richmond Hill-122 Tower Hill

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 (Inactive)



  • Richmond Hill, 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...


  • Richmond Hill, Ontario, 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...


  • Richmond, 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...


  • Richmond Hill, Canada AWM Financial Service Inc Full time

    Education: College/CEGEP - Experience: 3 years to less than 5 years - or equivalent experience **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish financial and administrative controls;...


  • Richmond, Canada Vancity 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...


  • Richmond Hill, Canada BMO Financial Group Full time

    550 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...


  • Richmond, 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...


  • Richmond Hill, Canada AWM Financial Service Inc Full time

    Education: College/CEGEP - Experience: 1 year to less than 2 years - or equivalent experience **Tasks**: - Perform same duties as workers supervised - Co-ordinate, assign and review work - Ensure smooth operation of computer systems, equipment and machinery, and arrange for maintenance and repair work - Establish work schedules and procedures and...


  • Richmond Hill, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Financial Analyst Ii

    4 weeks ago


    Richmond, Canada Wenco (a Hitachi Construction Machinery subsidiary) Full time

    We have an exciting opportunity for a 16-Month Contract Financial Analyst II to join our head office in Richmond, BC. Reporting to the Director FP&A, the Financial Analyst II will be primarily responsible for monthly management reporting, various analyses and supporting the budget/forecast process. If you are an experienced finance professional who is...

  • Sales Representative

    4 weeks ago


    Richmond Hill, Canada York Computer Services Full time

    **Job ID: S-101**: **Employment Type**: Contract **Compensation**: Commission York Computer Services is a computer technology company. Our mission is to help business owners manage, protect, and grow their organization by outsourcing their IT department with our clients. By partnering with our clients as their outsourced IT department, we help business...


  • Richmond Hill, Canada PENDYLUM INC. Full time

    Education: Bachelor's degree - Experience: 5 years or more **Asset languages**: - Mandarin **Work setting**: - Business services **Budgetary responsibility**: - $1,500,001 - $4,000,000 - $4,000,001 - $8,000,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the...


  • Richmond Hill, Ontario, Canada GoodLife Fitness Full time

    SALES AND SERVICE REPRESENTATIVE (FITNESS COACH)Who is a Sales and Service Representative (Fitness Coach)?The Fitness Coach position is a Sales and Service oriented position. Highly energetic and ready to assist, Fitness Coaches have a passion for fitness, and can easy approach the public in outreach opportunities. Candidates must have an interest in...


  • Richmond Hill, 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...


  • Richmond Hill, Ontario, Canada Knewin Full time

    Overview Languages English Education College/CEGEP Experience 2 years to less than 3 years Work setting Consulting firm Responsibilities Tasks Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions ...

  • Financial Advisor

    4 days ago


    Richmond Hill, Canada Royal Bank of Canada Full time

    **Job Summary** **Financial Advisor - Greater Toronto Area** **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 our clients with proactive, professional advice and collaborate with RBC...


  • Richmond Hill, Canada 1675001 Ontario Limited RICHMOND HILL HYUNDAI LIMITED Full time

    **Phaeton Automotive Group** is seeking an experienced _**Financial Services Manager**_ to join their dynamic team at Richmond Hill Hyundai! - We operate in a state-of-art facility with a super-positive atmosphere geared towards achieving strong F&I numbers as a part of our Sales Process._ - Our pay plans are structured to achieve $100K + compensation for an...


  • Richmond Hill, Canada The Regional Municipality of York Full time

    POSITION PURPOSE: Reporting to the Program Manager, Business Planning and Analysis, is responsible for Branch monthly financial accounting, budgets and business planning; performance measurement and internal controls for the Branch, including financial reporting, financial analysis and forecasting, performance management, program and project funding and...


  • Richmond Hill, Canada 360 Community Management Ltd Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization and formulate or approve...


  • Richmond Hill, 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...