Financial Services Representative Ii

3 weeks ago

Orangeville, 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

Orangeville-2 First Street

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

  • Retail Representative

    4 weeks ago

    Orangeville, Canada Mosaic North America Full time

    : **Retail Representative** We are currently recruiting for a results-oriented** Retail Representative** to represent our clients, in the Orangeville, ON region This Part-Time role offers you the unique opportunity to utilize your retail sales experience in a more strategic way through the development of direct sales, merchandising and POS placement. As a...

  • operations manager

    2 weeks ago

    Orangeville, Canada Karanamin Inc. Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...

  • operations manager

    2 weeks ago

    Orangeville, Canada Karanamin Inc. Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...

  • Customer Care Representative

    4 days ago

    Orangeville, Canada Wightman Telecom Full time

    **Position Title** - Customer Care Representative _ **Department** - Customer Care _ **Reports to** - Customer Care Manager (Call Centre) _ **Position Summary** **_Wightman is continuing to grow and are currently recruiting for an additional Customer Care Representative to join our team. _** **Duties and Responsibilities** - **_Answer all customer...

  • Field Sales Representative

    1 month ago

    Orangeville, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions, in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on behalf of one of the most trusted and iconic Canadian brands. Here at Kognitive...

  • Business Development Representative

    3 days ago

    Orangeville, Canada Banner Brands Group Full time

    As we continue to grow our sales strategy, we are looking for a highly motivated and passionate Business Development Representative to drive our business forward. We are looking for someone with experience working in the home renovations or home improvement space, and has a proven track record working with contractors, designers, and home builders alike....

  • Customer Care Representative

    4 days ago

    Orangeville, Canada Wightman Full time

    **Position Summary** Wightman is continuing to grow and are currently recruiting for an additional Customer Care Representative to join our team. **Duties and Responsibilities** - Answer customer inquiries regarding pricing, their statements, pending orders or any general inquiries and take the opportunity to upsell our services to existing customers. -...

  • Route Sales Representative

    2 weeks ago

    Orangeville, Canada Old Dutch Foods Full time

    **Route Sales Representative - Orangeville/Caledon** Are you motivated, with a strong commitment to customer service? Do you love independence at work? Are you looking for a great place to work? A place where you can use your passion and professionalism in a new way? If you are looking to break out of the status quo by joining an organization - where you...

  • Vice-president - Goods Production, Utilities

    5 days ago

    Orangeville, Canada Next Genaration Express Ltd. Full time

    Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Willing to relocate - Transportation **Budgetary responsibility**: - $1,500,001 - $4,000,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and...

  • Retail Visual Merchandiser

    3 weeks ago

    Orangeville, Canada POWERHOUSE RETAIL SERVICES Full time

    We are currently recruiting for an **independent contractor** to fill the role of ‘**Retail** **Visual Merchandiser**' in **Orangeville/Fergus, ON **area. To complete service calls in the Marks Work Warehouse, and other Retailers. This opportunity offers **flexible part-time hours** (no weekends or evenings) throughout the week (Monday through Friday)...

  • Fashion Visual Merchandiser

    2 weeks ago

    Orangeville, Canada POWERHOUSE RETAIL SERVICES Full time

    Do you have a flair for merchandising? Have worked retail in the past but looking for a change? We are currently recruiting for an independent contractor to fill the role of ‘**Fashion** **Visual Merchandiser**' in the **Orangeville, ON **area to join our team of national visual merchandisers to complete service calls in Marks Work Warehouse and other...

  • Fashion Retail Visual Merchandiser

    3 weeks ago

    Orangeville, Canada POWERHOUSE RETAIL SERVICES Full time

    Do you have a flair for merchandising? Have worked retail in the past but looking for a change? We are currently recruiting for an independent contractor to fill the role of ‘**Retail** **Visual Merchandiser**' in the **Orangeville, ON **area to join our team of national visual merchandisers to complete service calls in Marks Work Warehouse and other...

  • Customer Service/sales Representative

    1 day ago

    Orangeville, Canada Totally One Communitcations Full time

    **Job Types**: Part-time, Permanent Expected hours: 15 - 25 per week Schedule: - 8 hour shift - Day shift - Evening shift - Monday to Friday - Morning shift - Weekends as needed Supplemental pay types: - Commission pay Work Location: In person

  • Duty Counsel

    3 days ago

    Orangeville, Canada Legal Aid Ontario Full time

    **Company Bio** Legal Aid Ontario employees are committed to making a difference in the lives of our clients. As an integral partner in the Justice system, working at Legal Aid Ontario is more than just a job. It's an opportunity to help people who need it the most; to ensure each client receives the access to justice afforded to them under the law. If...

  • information clerk

    4 weeks ago

    Orangeville, Canada 911 Nurses GTA Full time

    Education: Secondary (high) school graduation certificateExperience: Will train or equivalent experienceTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersArrange for billing for servicesExplain the type and cost of services offeredMaintain records and statisticsOrder office...

  • information clerk

    3 weeks ago

    Orangeville, Canada 911 Nurses GTA Full time

    Education: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersArrange for billing for servicesExplain the type and cost of services offeredMaintain records and statisticsOrder office...

  • Duty Counsel

    3 days ago

    Orangeville, Canada Legal Aid Ontario Full time

    Union: The Society - Job Number: J1223-0541 - Job Title: Duty Counsel - Criminal and Family - Job Type: Permanent Full Time - City, Province, Country: Orangeville, Ontario, Canada - Job Location: Orangeville - Job Category: Legal - Role Designation: - LAO Workplace Based - Role is physically based in an in-person LAO workplace.- Open Positions: 1 - Posting...

  • Board of Directors

    3 weeks ago

    Orangeville, Canada Volunteer Centre of Calgary Full time

    Skills required Governance Oversight Risk Management Strategic Planning Requirements: InterviewResume Also required for this position: Major responsibilities of the board are to: provide strategic direction to the organization to realize its mission and vision; advance the goals of Stride; monitor progress towards goals; and ensure effective...

  • Board of Directors

    3 weeks ago

    Orangeville, Canada Volunteer Centre of Calgary Full time

    Skills required Governance Oversight Risk Management Strategic Planning Requirements: InterviewResume Also required for this position: Major responsibilities of the board are to: provide strategic direction to the organization to realize its mission and vision; advance the goals of Stride; monitor progress towards goals; and ensure effective...

  • Board of Directors

    3 weeks ago

    Orangeville, Canada Volunteer Centre of Calgary Full time

    Skills required Governance Oversight Risk Management Strategic Planning Requirements: InterviewResume Also required for this position: Major responsibilities of the board are to: provide strategic direction to the organization to realize its mission and vision; advance the goals of Stride; monitor progress towards goals; and ensure effective...