Financial Service Representative Ii

5 months ago

East Gwillimbury, 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

East Gwillimbury-18269 Yonge

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

  • Client Service Representative

    6 months ago

    East Gwillimbury, 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

    East Gwillimbury, 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

    East Gwillimbury, 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...

  • Citizen Services Officer

    6 months ago

    East Gwillimbury, Canada Service Canada Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Computer and technology knowledge**: - MS Outlook - MS Word - MS Windows **Security and safety**: - Criminal record check - Credit check - Enhanced reliability security clearance **Work conditions and physical capabilities**: - Fast-paced environment -...

  • Financial Advisor/financial Services Specialist

    6 months ago

    East Gwillimbury, 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

    4 weeks ago

    East Gwillimbury, Ontario, Canada Tim Hortons Full time

    Job Summary:As a Customer Service Representative at Tim Hortons, you will be responsible for providing excellent customer service and ensuring that our guests have a positive experience in our restaurants. You will work closely with our team to maintain a clean and organized store environment, manage cash and credit transactions, and handle customer...

  • Customer Service Representative

    3 months ago

    East Gwillimbury, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Customer Service Representative, which we call an Omni-Channel Specialist at Best Buy. As a Customer Service Representative, you will process our customers’ purchases, returns, trade-ins and more. No experience required, we will equip you with the skills and...

  • Customer Service Representative

    6 months ago

    East Gwillimbury, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Customer Service Representative (Cashier), which we call an Omni-Channel Specialist at Best Buy. As a Customer Service Representative (Cashier), you will process our customers’ purchases, returns, trade-ins and more. No experience required, we will equip you with...

  • Financial Services Associate

    6 months ago

    East Gwillimbury, 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...

  • Store Technical Service Representative

    6 months ago

    East Gwillimbury, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Store Technical Service Representative, which we call an In Store Service Agent 1. In this role, you will provide technical support to customers by understanding their needs and creating solutions. Join us and grow your career with our retail team as a Store...

  • Store Technical Service Representative

    6 months ago

    East Gwillimbury, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Store Technical Service Representative, which we call an In Store Service Agent 1. In this role, you will provide technical support to customers by understanding their needs and creating solutions. Join us and grow your career with our retail team as a Store...

  • Field Technical Service Representative

    5 months ago

    East Gwillimbury, Canada Best Buy Full time

    You’ll love it here! We are hiring immediately for a field technical services representative, which at Best Buy we call a field service agent. No experience required, we will equip you with the skills and knowledge to confidently assist our customers with tech installation and repair needs in their homes. Join us and grow your career with our retail team...

  • Financial Reporting Analyst

    1 month ago

    East Gwillimbury, Canada Vaco Remote Work Freelance Full time

    About the ClientOur client is looking for a Financial Reporting Analyst for 6 month opportunity.This position's main activities includes the preparation of the periodic internal financial statements, accounting policy and yearly external statements. About the OpportunityPrepare reports, analysis and information required by various stakeholders including the...

  • Financial Reporting Analyst

    1 month ago

    East Gwillimbury, Canada Vaco Remote Work Freelance Full time

    About the ClientOur client is looking for a Financial Reporting Analyst for 6 month opportunity.This position's main activities includes the preparation of the periodic internal financial statements, accounting policy and yearly external statements. About the OpportunityPrepare reports, analysis and information required by various stakeholders including the...

  • Server Representative

    3 weeks ago

    East Gwillimbury, Ontario, Canada Lone Star Texas Grill Full time

    Position OverviewLone Stars Servers bring the sizzle We are seeking a highly motivated and enthusiastic individual to join our service team as a Server Representative.Key ResponsibilitiesWork collaboratively with the service staff to provide exceptional dining experiences for our guests.Communicate effectively with guests about our food and beverage program...

  • Administrative Specialist

    5 months ago

    East Gwillimbury, Canada Service Canada Full time

    Work Term: Casual - Work Language: English - Hours: 37.5 hours per week - Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Tasks**: - Schedule and confirm appointments - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Order office supplies and maintain inventory -...

  • Technical Sales Representative

    2 weeks ago

    East Gwillimbury, Ontario, Canada Best Buy Full time

    About the RoleWe are currently seeking a Technical Sales Representative to join our team at Best Buy. This is an exciting opportunity for someone who is passionate about working with people and technology.Job DescriptionOverview: As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. You will help customers find the...

  • Food Service Supervisor II

    3 weeks ago

    East Gwillimbury, Ontario, Canada East Side Mario's Full time

    Job Summary: East Side Mario's is seeking a skilled Food Service Supervisor to oversee the day-to-day operations in our fast-paced restaurant environment. The ideal candidate will have excellent leadership skills and the ability to work well under pressure, ensuring quality control standards are met and customers are satisfied.Responsibilities:Establish...

  • Financial Customer Service Representative

    2 months ago

    East York, Canada United Exchange Full time

    Education: - Expérience: **Education**: - College/CEGEP **Work setting**: - On-site customer service **Tasks**: - Balance daily transactions - Open and close personal and commercial accounts - Process banking transactions - Promote financial products and services - Store, update and retrieve financial data - Answer clients' inquiries and provide...

  • Customer Service Representative

    1 month ago

    East Gwillimbury, Canada Coffee Heating and Air Full time

    **Job Summary** **Responsibilities**: - Provide accurate information about products and services - Process orders, returns, and exchanges - Perform data entry tasks accurately and efficiently - Upsell products or services to customers when appropriate - Communicate effectively with customers to ensure satisfaction - Analyze customer needs and recommend...