Financial Services Representative Ll

7 days ago

Woodbridge, 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

Woodbridge-7850 Weston Rd U2

Employment Type

Regular

Weekly Hours

37.5

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

  • Financial Service Representative

    3 weeks ago

    Woodbridge, Canada CURO Financial Technologies Corp Full time

    Overview: **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

    4 days ago

    Woodbridge, Canada CURO Financial Technologies Corp Full time

    Overview: **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...

  • Insurance Sales Representative

    7 days ago

    Woodbridge, Canada Toronto Life Financial Group Full time

    _**Toronto Life Financial Group**_ is looking for an experienced, motivated & self-driven Insurance Sales Representative to join our team. We are looking for individuals who have experience in sales, and/or customer service. You will be selling a number of different insurance products we offer (life insurance, critical illness, group benefits, etc). -...

  • Sales Service Representative

    2 weeks ago

    Woodbridge, Canada Home Care supply Full time

    Role DescriptionThis is a full-time on-site role as a Sales Representative located in Woodbridge, ON. The Sales Representative will be responsible for driving sales and identifying new business opportunities for Home Care Supply. This individual will also develop strong business relationships with clients and collaborate with various departments within the...

  • Sales Service Representative

    2 weeks ago

    woodbridge, Canada Home Care supply Full time

    Role DescriptionThis is a full-time on-site role as a Sales Representative located in Woodbridge, ON. The Sales Representative will be responsible for driving sales and identifying new business opportunities for Home Care Supply. This individual will also develop strong business relationships with clients and collaborate with various departments within the...

  • Sales Service Representative

    2 weeks ago

    woodbridge, Canada Home Care supply Full time

    Role DescriptionThis is a full-time on-site role as a Sales Representative located in Woodbridge, ON. The Sales Representative will be responsible for driving sales and identifying new business opportunities for Home Care Supply. This individual will also develop strong business relationships with clients and collaborate with various departments within the...

  • Sales Service Representative

    2 weeks ago

    woodbridge, Canada Home Care supply Full time

    Role Description This is a full-time on-site role as a Sales Representative located in Woodbridge, ON. The Sales Representative will be responsible for driving sales and identifying new business opportunities for Home Care Supply. This individual will also develop strong business relationships with clients and collaborate with various departments within the...

  • Sales Service Representative

    2 weeks ago

    woodbridge, Canada Home Care supply Full time

    Role DescriptionThis is a full-time on-site role as a Sales Representative located in Woodbridge, ON. The Sales Representative will be responsible for driving sales and identifying new business opportunities for Home Care Supply. This individual will also develop strong business relationships with clients and collaborate with various departments within the...

  • Sales Service Representative

    2 weeks ago

    Woodbridge, Canada Home Care supply Full time

    Role DescriptionThis is a full-time on-site role as a Sales Representative located in Woodbridge, ON. The Sales Representative will be responsible for driving sales and identifying new business opportunities for Home Care Supply. This individual will also develop strong business relationships with clients and collaborate with various departments within the...

  • Sales Representative

    4 weeks ago

    Woodbridge, Canada Toronto Life Insurance Full time

    Toronto Life Financial Group is looking for an experienced, motivated & self-driven Insurance Sales Representative to join our team. We are looking for individuals who have experience in sales, and/or customer service. You will be selling a number of different insurance products we offer (life insurance, critical illness, group benefits, and...

  • Client Service Representative

    3 weeks ago

    Woodbridge, 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

    4 days ago

    Woodbridge, 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

    3 weeks ago

    Woodbridge, Canada Reversomatic Manufacturing Ltd. Full time

    **JOB DESCRIPTION** **CUSTOMER SERVICE REPRESENTATIVE** We are a leading exhaust fan manufacturer located in Woodbridge. We are currently looking for a customer service representative who is a self starter and able to work independently. **Duties and Responsibilities**: - Be able to process orders (inputting of all orders, invoicing, filling and updating...

  • Customer Service Representative

    4 weeks ago

    Woodbridge, Canada Reversomatic Manufacturing Ltd. Full time

    **JOB DESCRIPTION** **HVAC CUSTOMER SERVICE REPRESENTATIVE** **Duties and Responsibilities**: - Be able to process orders (inputting of all orders, invoicing, filling and updating order sheet) - Be able to keep track of orders - Learn to identify customer needs or desires in order to recommend the appropriate product or service - Prepare project drawings...

  • Client Service Representative

    1 week ago

    Woodbridge, 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 weeks ago

    Woodbridge, 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

    3 weeks ago

    Woodbridge, Canada Dynamic Tire Corp Full time

    **Dynamic Tire Inc. is looking for a Customer Service Representative (CSR)** Welcome to Dynamic Tire! Canada’s ONLY Strategic Sourcing Partner in the tire wholesaling industry. With over 25 years of experience in multi-national import operations, expert engineering capabilities, cutting-edge web-based ordering systems, and over 400,000 square feet of...

  • Customer Service Representative

    4 weeks ago

    Woodbridge, Canada CMP Group Ltd. Full time

    **Customer Service Representative - In office position** CMP Group Ltd., a leading provider of Marine Products, Construction, and Industrial solutions is seeking a Customer Service Representative to join the Vaughan, Ontario team on a full-time permanent basis. The Customer Service Representative will provide an exceptional customer experience to our...

  • Customer Service Representative

    4 weeks ago

    Woodbridge, Canada Arch Staffing Full time

    Customer Service RepresentativeWoodbridge, Ontario, CA$50,000 per annumAbout Us:Arch Staffing and Consulting has partnered with a leading hardware store in Ontario, in their search for a dynamic Customer Service Representative to join their team and contribute to the continued success of their ventures.Job Description:As a Customer Service Representative in...

  • Bilingual Customer Service Representative

    6 days ago

    Woodbridge, Canada Randstad Canada Remote Work Freelance Full time

    As a leader in storage solutions nationwide, our client is looking for a dynamic Bilingual Customer Service Representative to join the growing team in Woodbridge, Ontario! Are you a self-starter? Can you speak and write in English and French? If you're passionate about customer service and eager to contribute to a growing company, apply today!Position:...