Financial Services Representative Ii

6 months ago

Maple, 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, 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 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

Maple-9950 Dufferin St

Employment Type

Regular

Weekly Hours

37.5

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

  • Financial Services Representative Ii

    6 months ago

    Maple, 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...

  • Financial Services Representative Ii

    6 months ago

    Maple Ridge, 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

    1 week ago

    Maple Ridge, British Columbia, Canada BMO Financial Group Full time

    We are seeking a skilled Customer Service Representative to join our team at BMO Financial Group. In this role, you will deliver exceptional service to our customers and prospects by identifying their needs and providing advice and guidance on financial solutions that align with their interests.Key ResponsibilitiesCollaborate with colleagues to identify...

  • Customer Service Representative

    3 months ago

    Maple Ridge, Canada BMO Financial Group Full time

    20691 Lougheed Highway Maple Ridge British Columbia,V2X 2P9 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...

  • Customer Service Representative

    6 months ago

    Maple Creek, Canada BMO Financial Group Full time

    129 Jasper Street Maple Creek Saskatchewan,S0N 1N0 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 Services Representative

    6 months ago

    Maple Ridge, Canada BMO Financial Group Full time

    20691 Lougheed Highway Maple Ridge British Columbia,V2X 2P9 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...

  • Financial Services Representative

    1 week ago

    Maple Ridge, British Columbia, Canada Edward Jones Full time

    About Edward JonesWe're a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and...

  • Financial Services Advisor

    3 weeks ago

    Maple Ridge, British Columbia, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a Financial Services Advisor to join our team in British Columbia. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing financial solutions that meet the needs of our customers.ResponsibilitiesCustomer Service: Deliver exceptional service to BMO customers and prospects,...

  • Financial Services Representative

    4 months ago

    Maple Ridge, Canada Vancouver City Savings Credit Union Full time

    **About Vancity** Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing...

  • Financial Services Representative

    2 weeks ago

    Maple Ridge, Canada Vancouver City Savings Credit Union Full time

    **About Vancity** Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing...

  • Vice-president - Financial, Communications and

    6 months ago

    Maple, Canada Advanced Care & Education Daycare Inc. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 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...

  • Client Service Representative

    6 months ago

    Maple, 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...

  • Client Service Representative

    6 months ago

    Maple Ridge, 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...

  • Client Service Representative

    2 days ago

    Maple Ridge, 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...

  • Personal Banker

    6 months ago

    Maple Ridge, Canada BMO Financial Group Full time

    22410 Lougheed Highway Maple Ridge British Columbia,V2X 2T6 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...

  • Customer Service Representative

    1 week ago

    Maple, Canada Fuze HR Solutions Full time

    To deliver exceptional customer service to both internal and external clients while meeting established goals.Key Responsibilities:Main functions and expected outcomes of this role:Ensure orders and credit notes are entered accurately and promptly.Prepare and verify invoices and bills of lading for outgoing shipments.Monitor high-priority orders to guarantee...

  • Customer Service Representative

    1 week ago

    Maple, Canada Fuze HR Solutions Full time

    To deliver exceptional customer service to both internal and external clients while meeting established goals.Key Responsibilities:Main functions and expected outcomes of this role:Ensure orders and credit notes are entered accurately and promptly.Prepare and verify invoices and bills of lading for outgoing shipments.Monitor high-priority orders to guarantee...

  • Computing Services Company President

    6 months ago

    Maple, Canada RG GROUP INC Full time

    RG GROUP INC. is a global IT consulting company that helps leading brands and startups master the mobile arena. Our comprehensive technology infrastructure company provides network and cloud services, management and support solutions, and professional services to our partners and clients. RG GROUP INC. was built on ingenuity in design in both our products...

  • General Manager

    6 months ago

    Maple Ridge, Canada Dr. Tarn Dhillon Dental Corp. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 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 financial and administrative controls; formulate and approve...

  • Personal Banking Associate

    4 weeks ago

    Maple Ridge, Canada BMO Financial Group Full time

    20691 Lougheed Highway Maple Ridge British Columbia,V2X 2P9 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...