Financial Services Representative Ii

3 weeks ago

Thunder Bay, 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

Thunder Bay-Arthur and Edward

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Customer Experience (CX), 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, Strong Interpersonal Skills (Inactive)

  • Member Service Representative

    2 weeks ago

    Thunder Bay, Canada Rapport Credit Union Full time

    The **Member Service Representative** will be responsible for providing exceptional service to Rapport members by performing cash and non-cash transactions through a limited range of financial services while also promoting our products and services, ensuring security measures taken at all times. The incumbent will promote all of Rapport’s products and...

  • Client Service Representative

    3 days ago

    Thunder Bay, 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

    5 days ago

    Thunder Bay, 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 weeks ago

    Thunder Bay, 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 weeks ago

    Thunder Bay, 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...

  • Associate Registrar, Student Awards

    4 weeks ago

    Thunder Bay, Canada Lakehead University Full time

    **Job ID**:SCHII-23-19 **Job Title**:Associate Registrar, Student Awards & Financial Aid **Department**:Student Awards & Financial Aid **Campus**:Thunder Bay, ON **Status**: Full Time **Job Category**:Schedule II **Date Posted**:March 18, 2024 **Closing Date**: April 1, 2024 **About this Job** The Associate Registrar, Student Awards & Financial Aid...

  • Member Representative

    4 days ago

    Thunder Bay, Canada Copperfin Credit Union Full time

    **Member Representative** Part-Time Position **Who We Are** Copperfin is Northwestern Ontario’s largest locally owned credit union, with locations in Kenora and Thunder Bay. Our number one priority is to advance the lives of the people and communities we serve. We have a desire to improve the lives of people who live in our community. We invest in our...

  • Multimedia Technician Ii

    7 days ago

    Thunder Bay, Canada Lakehead University Full time

    **Internal** **Multimedia Technician II - Programming and Design** **Technology Services Centre** **Thunder Bay Campus** **Full Time, Permanent, Shift Work** **OPSEU Position** **$29.27 - $35.35 per hour** **Competition # OPSEU-23-01** - Understanding Windows/Mac operating systems and software as it pertains to presentations - Thorough understanding...

  • Clerk Ii-ft Obsp

    4 weeks ago

    Thunder Bay, Canada Thunder Bay Regional Health Sciences Centre Full time

    **Ref# 23COP098** **1 ‑ Full Time ‑ Clerk II** **Northwestern Ontario Breast Screening Program** Reporting to the Manager ‑ Screening and Assessment Services, the Clerk II will work to support the client booking and related administrative duties to support cancer screening services as well as the genetics program. This position provides highly...

  • Financial Services Associate

    4 weeks ago

    Thunder Bay, 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 Associate

    5 days ago

    Thunder Bay, 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...

  • Field Service Representative

    3 days ago

    Thunder Bay, Canada Power System Solutions Ltd Full time

    Power System Solutions Ltd. of Rosslyn, Ontario has an immediate opening for an Electrical Engineer, Technologist, or Technician with the title of “Field Service Representative”. The position would consist of industrial commissioning and maintenance of power distribution and transmission equipment. This is an excellent opportunity for a recent...

  • Financial and Administrative Services Clerk

    4 weeks ago

    Thunder Bay, Canada Northern Ontario School of Medicine Full time

    NOSM University is a made-in-the-North solution that is attracting attention from around the world for its innovative model of community-engaged medical education and research, while staying true to its social accountability mandate of contributing to improving the health of the people and communities of Northern Ontario. With a focus on diversity,...

  • Associate Financial Services Specialist

    4 weeks ago

    Thunder Bay, 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...

  • Sales Representative

    4 weeks ago

    Thunder Bay, Canada True Value Auto and Equipment Sales Full time

    Overview: We are seeking a motivated and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for promoting and selling our products or services to potential customers. This is an excellent opportunity for someone with a strong sales background and excellent communication skills. With 25 years in business,...

  • Rental Counter Representative

    7 days ago

    Thunder Bay, Canada Equipment World Inc. Full time

    Equipment World Rentals is seeking a customer service-focused individual to join our team as a Seasonal Rental Desk Representative. This is a Temp-FT position with the possibility of Permanent-FT. Working in a dynamic team environment, the Rental Desk Representative responsibilities include (but are not limited to): - Assessing customer needs and making...

  • Rental Counter Representative

    4 weeks ago

    Thunder Bay, Canada Equipment World Inc. Full time

    Equipment World Rentals is seeking a customer service-focused individual to join our team as a Seasonal Rental Desk Representative. This is a Temporary Full-Time position with the possibility of Permanent Full-Time. The Equipment World Rentals Division is a rapidly growing branch with new opportunities for progression and transferability within. Working in...

  • Customer Care Representative

    3 days ago

    Thunder Bay, Canada Connect Hearing Full time

    Thunder Bay, CanadaCustomer Care Representative - Thunder Bay - Are you comfortable in a fast-paced retail clinic environment? Are you looking for an opportunity to make a difference?- Are you passionate about providing customer service that exceeds expectations?- If so, we think you belong here at - **Connect Hearing** as a - **Customer Care...

  • Counter Sales Representative

    2 weeks ago

    Thunder Bay, Canada Bumper to Bumper Full time

    Are you a Counter Sales Representative seeking exciting new opportunities? Join our thriving store team, where you will have the freedom to shape your role and contribute to the growth of our company. What You'll Gain Working at Bumper to Bumper? - A salary to match your skills. - Comprehensive benefits and employee assistance program accessible. - A...

  • Technical Service Representative

    4 weeks ago

    Thunder Bay, Canada Joy Global (Canada) Ltd., a Komatsu Comp Full time

    **Job Title: Technical Service Representative, Loaders - Thunder Bay, Ontario** Komatsu is an indispensable partner to the construction, mining, industrial, and forestry industries that maximizes value for customers through innovative solutions. With a diverse line of products supported by our advanced IoT technologies, regional distribution channels, and a...