Financial Services Representative Ii
3 months ago
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._
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
Belleville-Bayview Mall
Employment Type
Regular
Weekly Hours
37.5
Skills
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
-
Customer Service Representative
1 month ago
Belleville, Ontario, Canada BMO Full timeJob Summary:BMO Financial Group is seeking a highly skilled Customer Service Representative to join our team. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing advice and guidance on financial solutions to our customers.Key Responsibilities:Identify customer needs and provide solutions that...
-
Financial Service Representative
2 months ago
Belleville, 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 Service Representative
3 months ago
Belleville, 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...
-
Customer Service Representative
1 month ago
Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000We are seeking a highly skilled Customer Service Representative to join our team at beBee Professionals in Belleville. As a Customer Service Representative, you will be responsible for providing exceptional customer service, taking customer orders, and preparing food items to meet customer expectations.Key Responsibilities:Provide a high level of customer...
-
Support Services Representative
2 months ago
Belleville, Ontario, Canada beBee Professionals Full time $30,000 - $45,000Customer Service Representative OpportunityWe are seeking a skilled and dedicated Customer Service Representative to join our team at beBee Professionals in Belleville, Canada.Key Responsibilities:Provide exceptional customer service via phone, email, and chat, ensuring timely and professional issue resolution.Offer product and service information,...
-
Customer Service Representative
1 month ago
Belleville, Ontario, Canada beBee Professionals Full time $25,000 - $35,000beBee Professionals in Belleville is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing excellent customer service, managing customer transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and...
-
Service Excellence Representative
1 month ago
Belleville, Ontario, Canada beBee Professionals Full time $30,000 - $45,000beBee Professionals is seeking a Service Excellence Representative to join our team in Belleville, Canada. In this role, you will be responsible for providing top-notch service to our customers, handling inquiries, and resolving issues.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide information about products and...
-
Ppt Client Services Representative
2 months ago
Belleville, Canada City of Belleville Full time**CLIENT SERVICE REPRESENTATIVE (PPT)** The City of Belleville, known as the ‘Friendly City’, is located at the mouth of the Moira River where it meets the picturesque Bay of Quinte. Experience world-class fishing, boating, cycling, and walking along approximately 14 kilometers of waterfront trails. Situated between Toronto and Montreal, and less than...
-
Client Service Representative
2 days ago
Belleville, Canada CIBC Full timeWe’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...
-
Personal Banking Associate
2 months ago
Belleville, Canada BMO Financial Group Full time192 - 198 Bell Blvd, Bldg G Belleville Ontario,K8P 5L8 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...
-
Financial Services Professional
1 month ago
Belleville, Ontario, Canada Scotiabank Full timeRequisition ID: 206233 At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.About the roleKey responsibilities: Develop and maintain...
-
Financial Services Professional
4 weeks ago
Belleville, Ontario, Canada Scotiabank Full timeRequisition ID: 206233 At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.About the roleKey responsibilities: Develop and maintain...
-
Caretaker II Position
2 weeks ago
Belleville, Ontario, Canada Algonquin and Lakeshore Catholic District School Board Full timeAbout UsThe Algonquin and Lakeshore Catholic District School Board is a leading educational institution that serves approximately 12,000 students and employs over 1,400 staff members. Our mission is to build faith-filled learning communities where each member is loved, inspired, and successful.Job Title: Caretaker IIResponsibilities:Supervise and control the...
-
Financial Services Manager
2 months ago
Belleville, Canada Boyer Auto Group Full time**Responsibilities** - Manage financial reporting and budgeting processes. - Develop and maintain a deep knowledge of manufacturer-specific vehicles, finance, and incentive programs. - Analyze financial data and trends to provide insights and recommendations for improvement. - Secure financing for customers through various banks, credit unions, and...
-
Administrative and Financial Director
2 months ago
Belleville, Canada SAMAYRA FOODS INC. Full timeEducation: Bachelor's degree Experience: 5 years or more Tasks Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions Co-ordinate the work of regions, divisions or departments Establish financial and administrative...
-
Financial Advisor/financial Services Specialist
5 months ago
Belleville, Canada CIBC Full timeWe’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...
-
Spécialiste en services financiers
4 weeks ago
Belleville, Ontario, Canada CIBC Full timeÀ propos de l'emploi Nous recherchons un Spécialiste en services financiers pour rejoindre notre équipe de banque CIBC. En tant que Spécialiste en services financiers, vous serez chargé de fournir des conseils financiers et des solutions personnalisées à nos clients. Vous travaillerez en étroite collaboration avec nos clients pour...
-
Customer Service Representative
4 days ago
Belleville, Canada EMS-Tech Inc. Full time**About us** We’re EMS-Tech Inc., a highly successful and expanding engineering firm that specializes in the design and supply (OEM) of bulk material handling equipment. For over 35 years we have delivered projects great and small around the world. We are dedicated to supplying high quality large scale machines and systems and providing innovative, custom...
-
Spécialiste en services financiers
3 weeks ago
Belleville, Ontario, Canada CIBC Full timeMissionEn tant que Spécialiste en services financiers chez CIBC, vous êtes chargé de fournir des conseils financiers personnalisés aux clients, en aidant à atteindre leurs objectifs financiers à long terme.ResponsabilitésMobilisation des clientsÉtablir des relations personnalisées avec les clients pour comprendre leurs besoins financiers et leur...
-
Personal Banker
2 months ago
Belleville, Canada BMO Financial Group Full time201 Front Street Belleville Ontario,K8N 5A4 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 through various channels with BMO partners to deliver the desired customer...