Financial Services Representative Ii

5 months ago

Brantford, 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.

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

Brantford-St. Paul&King George

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Banking, Cash Management, Customer Experience (CX), Financial Products, Investments, Mobile Banking

  • Customer Service Representative Ii

    5 months ago

    Brantford, Canada The MEARIE Group Full time

    **Customer Service Representative II** GrandBridge Energy Inc. is guided by a vision to be a leader in energy transformation and driven by a mission to bridge communities to the energy future. GrandBridge Energy delivers safe and reliable electricity to 111,000 customers in the City of Brantford, the City of Cambridge, the Township of North Dumfries, and...

  • Financial Services Representative

    2 months ago

    Brantford, Canada Tandia Financial Credit Union Ltd. Full time

    **We invest in people** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an experienced Financial Services Representative to join our team in Brantford. The work hours will be considered full-time which means 35.5 hours per week, Monday to Friday. Do you have a talent for inspiring people and leading...

  • Financial Service Representative

    3 weeks ago

    Brantford, Canada Healthcare & Municipal Employees' Credit Union Full time

    **Position Vacancy** **Job Title**: Financial Service Representative **Job Status**: Permanent Full-Time - One (1) Vacancy **Primary Location**: Brantford Branch **Introduction** Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a...

  • Financial Service Representative

    3 months ago

    Brantford, Canada Healthcare & Municipal Employees' Credit Union Full time

    **Position Vacancy** **Job Title**: Financial Service Representative **Job Status**: Temporary Full-Time - One (1) Vacancy **Primary Location**: Brantford Branch **Introduction** Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a...

  • Financial Service Representative

    21 hours ago

    Brantford, Canada Healthcare & Municipal Employees' Credit Union Full time

    **Position Vacancy** **Job Title**: Financial Service Representative **Job Status**: Permanent Full-Time - One (1) New Vacancy **Primary Location**: Brantford Branch **Introduction** Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a...

  • Customer Service Representative

    2 months ago

    Brantford, Canada BMO Financial Group Full time

    195 Henry Street Brantford Ontario,N3S 5C9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Advisor Associate

    5 months ago

    Brantford, Canada Brittain Group Financial Services Full time

    Financial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...

  • Customer Service Representative

    5 months ago

    Brantford, Canada BMO Financial Group Full time

    195 Henry Street Brantford Ontario,N3S 5C9 This position has a guaranteed 18.75 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to...

  • Financial Service Representative

    3 months ago

    Brantford, Canada Gatestone & Co. Inc Full time

    **Discover Gatestone** Established in 1926, Gatestone has been a trailblazer in providing exceptional outsourced Customer Contact Center and Business Process Outsourcing (BPO) services to world-class organizations, including those among the Fortune 500. We are delighted to announce Gatestone's prestigious accolade, as recognized by Forbes in their listing...

  • Financial Services Associate

    5 months ago

    Brantford, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Brantford. This is a full-time temporary role and work hours are Monday to Friday with occasional Saturday shifts. Do you have a talent for inspiring people and leading by example while helping...

  • Customer Service Representative

    3 weeks ago

    Brantford, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals in Brantford is looking for a reliable and efficient Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for handling customer transactions, providing excellent customer service, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases...

  • Sales and Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada Kelly Services, Inc. Full time

    Job Title: Sales & Customer Relations SpecialistKelly Services is seeking a highly motivated and detail-oriented Sales & Customer Relations Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with existing customers, identifying new business opportunities, and driving sales...

  • Sales and Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada Kelly Services, Inc. Full time

    Job Title: Sales & Customer Relations SpecialistKelly Services is seeking a highly motivated and detail-oriented Sales & Customer Relations Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with existing customers, identifying new business opportunities, and driving sales...

  • Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals in Brantford is looking for a highly motivated Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing top-notch customer service, handling customer transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and...

  • Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Customer Service Representative to join our team at beBee Professionals in Brantford. As a Customer Service Representative, you will be responsible for providing excellent customer service, taking customer orders, and preparing food items to meet customer preferences.Key Responsibilities:Providing excellent customer service and...

  • Client Service Representative

    5 months ago

    Brantford, 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...

  • Level Ii Dental Assistant

    6 months ago

    Brantford, Canada Clarence Street Dental Group Full time

    _Join Our Dynamic Dental Team!_ Are you a skilled and compassionate Certified Level II Dental Assistant looking to take your career to the next level? Look no further! Our state of the art Dental Office is seeking a dedicated Dental Assistant to join our dynamic team. - **Why Choose Us?**_ **We value work life balance**:Offering flexible hours, giving you...

  • Patient Service Representative

    5 months ago

    Brantford, Canada Canamerica Imaging Full time

    Patient Services Representative Summary: A patient service representative (PSR) answers patient inquiries about billing, policies and available services. A PSR also acts as a liaison between patients and insurance companies, and facilitates communication between patients and doctors, medical staff and administrative staff, and is responsible for the...

  • Cfo (Chief Financial Officer) - Financial

    3 weeks ago

    Brantford, Canada C4I Canada Full time

    Work Term: Permanent - Work Language: English - Hours: 35 hours per week - Education: Master's degree - Experience: 5 years or more - **Asset languages**: - Afrikaans - ** Work setting**: - Various locations - Business services - Finance - ** Budgetary responsibility**: - $1,500,001 - $4,000,000 - ** Tasks**: - Allocate material, human and financial...

  • Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada Savers Value Village Full time

    About the RoleWe are seeking a Customer Service Representative to join our team at Savers / Value Village. As a Customer Service Representative, you will be responsible for creating an awesome experience for our customers, donors, and team members.Key ResponsibilitiesProvide exceptional customer service and support to customers and donorsAssist with sales...