Financial Services Representative Ii

2 weeks ago


Greater Sudbury, 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.
- 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 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

Sudbury-Southridge Mall

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Digital Literacy, Influencing Others, Outbound Calls, Self Confidence



  • Greater Sudbury, 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...


  • Greater Sudbury, Canada Northern Credit Union Limited Full time

    Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...


  • Greater Sudbury, Canada Northern Credit Union Full time

    Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...


  • Greater Sudbury, Canada goeasy Full time

    If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! Recognized as one of** **North America’s Most Engaged Workplaces, we want the best to join our team. **easyfinancial** is one of Canada’s leading non-prime lenders, we pride ourselves on helping everyday Canadians achieve their personal and...


  • Greater Sudbury Unitary Authority, ON, Canada Northern Credit Union, Inc. Full time

    Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. As a key player in the financial services marketplace of Ontario we are excited to announce that we are currently seeking a full-time Financial Services...


  • Greater Sudbury, Canada Canadian Hearing Services Full time

    Canadian Hearing Services (CHS) has an opening for a Program Assistant II-General, based in Sudbury. Reporting to the Supervisor, Hearing Healthcare Client Experience, the Program Assistant II-General is responsible for assisting the region by providing reception, administrative, and program support across all CHS programs and services. - **This is a...


  • Greater Sudbury Unitary Authority, ON, Canada Northern Credit Union, Inc. Full time

    Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...


  • Greater Sudbury, Canada BMO Financial Group Full time

    1485 Lasalle Boulevard Sudbury Ontario,P3A 5H7 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...


  • Greater Sudbury, Canada BMO Financial Group Full time

    2017 Long Lake Road Sudbury Ontario,P3E 4M8 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...


  • Greater Sudbury, Canada Canadian Blood Services Full time

    **Job category**: Customer service **Job posting ID**: 4637 **Employment status**:Regular part-time **Position's anticipated start date**: 2023-09-11 **Possible schedule/FTE**:0.87 **Classification**:OPSEU 619 **Salary/Rate of pay**:$18.21 **Application deadline**: 2023-07-28 **Together, we can make all the difference in the lives of others.** Be part...


  • Greater Sudbury, Canada YMCA of Northeastern Ontario Full time

    The YMCA of Northeastern Ontario is a dynamic charity dedicated to strengthening the foundations of communities by offering opportunities for personal growth, community involvement and leadership. We have been offering programs and services to the North Bay community since 1958 and to the Greater Sudbury community since 1936! To learn more about our programs...


  • Greater Sudbury, Canada MD Financial Management Full time

    Requisition ID: 194594 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Sudbury, ON Reporting to the Regional...


  • Greater Sudbury, 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...

  • Utility II

    22 hours ago


    Greater Sudbury, Canada Superior Propane Full time

    Superior Propane Utility II From the open road to the boardroom, we offer diverse career opportunities from coast-to-coast. General Information Location: Sudbury, Ontario, Canada Business Unit: Operations Department: Superior Propane Date published: 28-Mar-2024 Ref #: 3407 Description and Requirements We are...


  • Greater Sudbury, Canada Northern Credit Union Limited Full time

    Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...


  • Greater Sudbury, Canada Epiroc Careers Full time

    **Technical Service Representative - Ground Support** JOB SUMMARY: The Technical Service Representative is expected to represent Epiroc in the best way, in terms of professional conduct, business culture and product knowledge. By increasing knowledge of the Canadian market and Epiroc’s place in it, the Technical Service Representative will grow...


  • Greater Sudbury, Canada Laurentian University Full time

    **Skip to main content** - **Students**: - **Faculty & Staff**: - **Alumni**: - **Library**: - **Applicants**: - **Parents & Counselors** **Are you ok?** **Search** **Donate** **Français** **Academics** **»** - ** Undergraduate Programs** - ** Graduate Programs** - ** Admissions** - ** Fees & Financing** - ** International** - ** Laurentian...


  • Greater Sudbury, Canada Sparlings Propane Full time

    At Parkland, our purpose is to Power Journeys & Energize Communities. We are a prominent independent supplier and marketer of fuel and petroleum products and a leading convenience store operator. As One Parkland team, we proudly serve diverse retail, commercial and wholesale customers across Canada, the United States, the Caribbean region, and South America....


  • Greater Sudbury, Canada Delta Bingo and Gaming Sudbury Full time

    Currently hiring for Customer Service representative in the Bingo and Gaming industry. Representative will be required to sell gaming product while answering guests questions friendly and efficiently. Previous gaming experience an asset, but not a requirement. About Delta Bingo & Gaming: Founded in 1966, Delta Bingo & Gaming is a proud industry leader with...


  • Greater Sudbury, Canada Parkland Full time

    At Parkland, our purpose is to Power Journeys & Energize Communities. We are a prominent independent supplier and marketer of fuel and petroleum products and a leading convenience store operator. As One Parkland team, we proudly serve diverse retail, commercial and wholesale customers across Canada, the United States, the Caribbean region, and South America....