Financial Services Representative Ii

2 weeks ago

Stouffville, 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.

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

5827 Main St. Unit #1

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

  • Personal Banking Associate

    6 days ago

    Stouffville, Canada BMO Financial Group Full time

    18 Westlawn Cresent Stouffville Ontario,L4A 2S9 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 achieve...

  • Customer Service and Sales Representative

    4 weeks ago

    Stouffville, Canada Nutrilawn Markham Full time

    **Responsibilities** - Manage large amounts of incoming calls - Follow communication procedures, guidelines and policies - Not be afraid to pick up phone and contact clients - Call and collect outstanding balances - Sell prospective clients our programs and services - Go the extra mile to engage customers - Work availability Monday - Friday 9am to 5pm, **As...

  • Senior Financial Advisor

    4 weeks ago

    Stouffville, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Senior Financial Advisor

    4 weeks ago

    Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a ...

  • Senior Financial Advisor

    4 weeks ago

    Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a ...

  • Senior Financial Advisor

    4 weeks ago

    Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a ...

  • Senior Financial Service Advisor

    4 weeks ago

    Stouffville, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a relationship-oriented bank for the modern world. As a member of the...

  • Executive Assistant

    1 month ago

    Stouffville, Canada Millie Financial LTD Full time

    Work Term: Permanent - Work Language: English - Hours: 35 to 40 hours per week - Education: College/CEGEP - Experience: 1 year to less than 2 years **Work setting**: - Service **Tasks**: - Establish and co-ordinate administrative policies and procedures - Analyze incoming and outgoing memoranda, submissions and reports - Prepare and co-ordinate the...

  • Technical Sales Executive

    7 days ago

    Stouffville, Canada International Computer Consultant Services Inc Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 2 years to less than 3 years **Tasks**: - Promote sales to existing clients - Identify and solicit potential clients - Assess client's needs and resources and recommend the appropriate goods or services - Deliver sales presentations -...

  • Senior Financial Advisor

    1 week ago

    Whitchurch-Stouffville, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Territory Sales Representative

    18 hours ago

    Whitchurch-Stouffville, Canada TalentSphere Staffing Solutions Full time

    Stoufville, ONTerritory Sales RepresentativeWaste Management, Environmental, Heavy Civil ConstructionBase Salary $60-$75K based on experience, plus commission & bonusOUR CLIENTThis is an exciting opportunity to join a growing Heavy Civil Contractor that is expanding all business lines.If you are experienced in the industry sector and would enjoy the...

  • Outdoor Sales Representative

    18 hours ago

    Whitchurch-Stouffville, Canada York-Durham Windows and Eaves Full time

    If you are looking for a fast-paced, outdoor job where you will learn valuable skills and work with an amazing and motivated team, then look no further!We are now hiring part time Outdoor Sales Representatives starting immediately and working until August.Job Description:You will be going door-to-door generating leads and setting up estimates for home...

  • Outdoor Sales Representative

    7 hours ago

    Whitchurch–Stouffville, Canada York-Durham Windows and Eaves Full time

    If you are looking for a fast-paced, outdoor job where you will learn valuable skills and work with an amazing and motivated team, then look no further!We are now hiring part time Outdoor Sales Representatives starting immediately and working until August.Job Description:You will be going door-to-door generating leads and setting up estimates for home...

  • Social Services Coordinator

    4 weeks ago

    Stouffville, Canada Mon Sheong Foundation Full time

    **Position Summary**: Reporting to Administrator, the incumbent will be responsible for relating to the residents and their families in the facility. He/she will perform the role of counselor and case manager. He/she will assist in conducting psychosocial assessments, counseling, coordinating admissions and discharges, and organizing support groups and...

  • Customer Service Associate

    14 hours ago

    Stouffville, Canada Canadian Tire Full time

    Are you ready to join Canada's most-shopped general merchandise retailer, with over 500 stores from coast to coast? Canadian Tire offers customers a unique mix of products and services through three specialty categories in which the organization is the market leader - automotive parts, accessories and service; sports and leisure products; and home...

  • executive assistant

    1 week ago

    Whitchurch-Stouffville, Canada Millie Financial LTD Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 35 to 40 hours per weekEducation: Expérience: EducationCollege/CEGEPWork settingServiceTasksEstablish and co-ordinate administrative policies and proceduresAnalyze incoming and outgoing memoranda, submissions and reportsPrepare and co-ordinate the production and submission of summary...

  • executive assistant

    1 week ago

    Whitchurch-Stouffville, Canada Millie Financial LTD Full time

    Work Term: PermanentWork Language: EnglishHours: 35 to 40 hours per weekEducation: College/CEGEPExperience: 1 year to less than 2 yearsWork settingServiceTasksEstablish and co-ordinate administrative policies and proceduresAnalyze incoming and outgoing memoranda, submissions and reportsPrepare and co-ordinate the production and submission of summary briefs...

  • Landscape Construction Skilled Labourer

    7 days ago

    Stouffville, Canada MPS Property Services Full time

    **Join the MPS Team: Elevate Your Landscape Construction Career!** Are you a passionate landscape construction professional seeking an opportunity to thrive in a dynamic, forward-moving company? Look no further! MPS, a prominent leader in landscape construction and snow management services for over three decades, is offering you the chance to build your...

  • Mortgage Specialist

    4 weeks ago

    Stouffville, Canada BMO Financial Group Full time

    18 Westlawn Cresent Stouffville Ontario,L4A 2S9 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Flat Glass Tech Trainee

    1 month ago

    Stouffville, Canada Glass Doctor Home+Business of Durham Region Full time

    **Flat Glass Installer Trainee, Flat Glass Tech Trainee, Glazing Technician Trainee** needed. We specialize in all things glass. **Glass Doctor of Durham Region** offers quick and affordable glass services to home and business owners. **Glass Doctor of Durham Region **is part of the Glass Doctor network of more than 270 locations across Canada and the...