Financial Services Representative Ii

1 week ago

Barrie, 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 have a meaningful impact on the lives of our clients. As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable their financial success.
- 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._

How You'll Succeed
- Client Engagement - Meet with clients to understand their 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 collaborate with others 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 driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
- 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).
- 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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
- Connect:_ _Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to 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

Expected End Date

2024-04-18

Job Location

Barrie-600 Yonge Street

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Banking, Financial Products, Goal Planning, Investments, Relationship Building

  • Financial Services Representative II

    4 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Barrie, ON time type Full time posted on Posted 5 Days Ago job requisition id 2408099 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative II

    4 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Barrie, ON time type Full time posted on Posted 5 Days Ago job requisition id 2408099 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Services Representative Ii

    4 weeks ago

    Barrie, 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

    3 weeks ago

    Barrie, 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 Service Representative

    4 weeks ago

    Barrie, 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 branch, online, mobile, and contact center touchpoints for a best-in-class...

  • Financial Service Representative

    4 weeks ago

    Barrie, 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

    1 month ago

    Barrie, 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...

  • Claims Representative Ii

    2 weeks ago

    Barrie, Ontario, Canada The Co-operators Full time

    Position Overview:Company:CGICNumber of Positions: 1Language: This role operates in English.Work Model:HybridAlternate Title: n/aAdditional Information:The work location for this role is flexible to Barrie, Gloucester, Cambridge, Whitby, Hamilton, Markham, London.The Opportunity:We are a leading Canadian financial services co-operative committed to being a...

  • Customer Service Representative

    4 weeks ago

    Barrie, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Customer Service Representative

    4 weeks ago

    Barrie, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Financial Services Representative

    2 weeks ago

    Barrie, Ontario, Canada Meridian Credit Union Full time

    Who we are:Meridian's dedication to helping Canadians goes beyond banking, it's about achieving a better life Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.At Meridian, we're committed to providing exceptional banking, services, security, and advice so our Members can get everything...

  • Claims Representative Ii

    3 weeks ago

    Barrie, Canada The Co-operators Full time

    **Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: Bilingualism in English and French is an asset. **Work Model**:Hybrid **Alternate Title**: n/a **Additional Information**: The work location for this role is flexible to Barrie, Gloucester, Markham, London. **The Opportunity**: We are a leading Canadian financial services...

  • Financial Services Representative

    2 weeks ago

    Barrie, Ontario, Canada Meridian Credit Union Ltd Full time

    Financial Services Representative - Full Time Job Category: Retail Requisition Number: FINAN005342 Apply now Full-Time On-site Locations Showing 1 location DescriptionWhy Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create...

  • Sales Representative

    3 weeks ago

    Barrie, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 472 Bayfield St, Barrie, Ontario, L4M 5A2 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of team—we’re...

  • Financial Service Representative

    2 weeks ago

    Barrie, Ontario, Canada Curo Full time

    Overview:If you are looking for more than a job, join Cash Money to start your careerCome 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 customer...

  • Customer Service Representative

    2 weeks ago

    Barrie, Ontario, Canada McDougall Insurance and Financial Full time

    At McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks.Our growing team is looking for a Customer Service Representative in Commercial Lines to join our team in...

  • Inside Sales Representative

    4 weeks ago

    Barrie, Canada NorthLake Financial Corp Full time

    **ABOUT THIS CAREER OPPORTUNITY** Northlake Financial team is growing! If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you. **WHY WORK FOR US?** Northlake understands the needs of its employees. While working for us you will experience a work atmosphere like no other....

  • Sales Representative

    1 week ago

    Barrie, Canada NorthLake Financial Corp Full time

    **NORTHLAKE FINANCIAL** Northlake Financial is leading the way Canadian Auto Lenders do business by increasing the speed and efficiency of deal decisions. Northlake Financial is a subsidiary of Westlake Financial, the largest privately held auto finance company in the US and has demonstrated growth year over year. Northlake continues to grow as a...

  • Sales Representative

    2 weeks ago

    Barrie, Canada NorthLake Financial Corp Full time

    **ABOUT THIS CAREER OPPORTUNITY** Northlake Financial team is growing! If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you. **WHY WORK FOR US?** Northlake understands the needs of its employees. While working for us you will experience a work atmosphere like no other....

  • Inside Sales Representative

    4 weeks ago

    Barrie, Canada NorthLake Financial Corp Full time

    **ABOUT THIS CAREER OPPORTUNITY** Northlake Financial team is growing! If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you. **WHY WORK FOR US?** Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian automotive finance...