Financial Services Representative Ii
6 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 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 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
Bolton-2 King Street
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Digital Literacy, Establishing and Maintaining Interpersonal Relationships (Inactive), Face to Face Customer Service, Influencing Others, Outbound Calls, Proactive Approach, Resolving Conflicts and Negotiating with Others (Inactive), Self Confidence, Strong Interpersonal Skills (Inactive)
-
Customer Service Representative
2 months ago
Bolton, Canada BMO Financial Group Full time471-475 Queen Street South Bolton Ontario,L7E 2B5 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...
-
Customer Service Representative
7 months ago
Bolton, Canada BMO Financial Group Full time471-475 Queen Street South Bolton Ontario,L7E 2B5 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...
-
Customer Service Representative
7 months ago
Bolton, Canada BMO Financial Group Full time471-475 Queen Street South Bolton Ontario,L7E 2B5 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...
-
General Manager Ii
4 months ago
Bolton, Canada NFI Industries Full timeOverview: The **General Manager II** is responsible for a 24/7 complex operation and financial performance by providing direction and leadership to exempt and non-exempt associates at this facility. This position is responsible for developing and leading a team that will manage the employee performance, inventory, vendor, carrier, and customer...
-
marketing vice-president
2 months ago
Bolton, Canada Benco Health Services Inc. Full timeEducation: Expérience: Education Bachelor's degree 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 Establish objectives for the organization and formulate or approve policies and programs Represent...
-
marketing vice-president
2 months ago
Bolton, Canada Benco Health Services Inc. Full timeEducation: Expérience: Education Bachelor's degree 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 Establish objectives for the organization and formulate or approve policies and programs Represent...
-
Administrative and Financial Director
3 months ago
Bolton, Canada Government of Canada - Central Full timeOverviewLanguages: EnglishEducation:Bachelor's degreeExperience: 2 years to less than 3 yearsWork Location: Work must be completed at the physical location. There is no option to work remotely.Responsibilities:Allocate material, human and financial resources to implement organizational policies and programs.Establish objectives for the organization and...
-
Client Service Representative
7 months ago
Bolton, 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...
-
Customer Service Representative
1 day ago
Bolton, Canada Beaver Transportation Inc. Full timeBeaver Transportation Inc. is hiring a Customer Service Representative to join our team. **Roles and Responsibilities** - Call and schedule customer orders in a fast-paced environment using CIGO - Providing clients with information affecting delivery, such as delays delivering high levels of customer experience. - Manage and maintain shipping manifests,...
-
General Manager
7 months ago
Bolton, Canada SCORPION ROAD LINK INC. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **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 - Establish financial and administrative controls; formulate and approve...
-
Client Service Representative
1 day ago
Bolton, 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...
-
Customer Service Representative
2 months ago
Bolton, Canada Go Logistics Inc Full timeJob Description: Customer Service Representative - Mandatory 3- 4 years of Experience from Logistics background or Call Center background **Responsibilities**: - Provide exceptional customer service by responding to inquiries and resolving issues in a timely and professional manner. - Accurately enter customer information and update records in the company...
-
Customer Service Representative
6 months ago
Bolton, Canada Go Logistics Inc Full timeJob Description: Customer Service Representative **Responsibilities**: - Provide exceptional customer service by responding to inquiries and resolving issues in a timely and professional manner. - Accurately enter customer information and update records in the company database. - Collaborate with other departments to ensure customer satisfaction and...
-
Customer Service Representative
6 months ago
Bolton, Canada Go Logistics Inc Full timeJob Description: Customer Service Representative - Mandatory 3- 4 years of Experience from Logistics background or Call Center background **Responsibilities**: - Provide exceptional customer service by responding to inquiries and resolving issues in a timely and professional manner. - Accurately enter customer information and update records in the company...
-
Customer Service Representative
7 months ago
Bolton, Canada BIG Bolton Full timeAt Billyard Insurance Group Bolton we are looking for a highly motivated a **licensed Customer Service Representative** to join our team. We are a full-service brokerage that offers auto, home, business, commercial, and life insurance from a network of trusted insurance partners. We have over 25 years of experience in the insurance industry. At Billyard...
-
Financial Services Manager
7 months ago
Bolton, Canada CarHub Caledon Chrysler Full timeCarHub Caledon Chrysler is looking for a F&I Manager who is excited to continually learn, work hard, and take ownership of their role. **Responsibilities**: - Greet customers and visitors in a professional, friendly and effective manner, answer queries and provide information - Assist with the qualification, recommendation, selling, and processing of...
-
Administrative and Financial Director
3 months ago
Bolton, Canada Government of Canada - Central Full timeOverviewLanguages: EnglishEducation:Bachelor's degreeExperience:5 years or moreOn site:Work must be completed at the physical location. There is no option to work remotely.Work setting:TransportationResponsibilities:Allocate material, human and financial resources to implement organizational policies and programs.Authorize and organize the establishment of...
-
Marketing Vice-president
2 months ago
Bolton, Canada Benco Health Services Inc. Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years - **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 - Establish objectives for the organization and formulate or approve...
-
Marketing Vice-president
3 months ago
Bolton, Canada Benco Health Services Inc. Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years **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 - Establish objectives for the organization and formulate or approve...
-
Marketing Vice-president
5 months ago
Bolton, Canada Benco Health Services Inc. Full timeEducation: - Expérience: **Education**: - Bachelor's degree **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 - Establish objectives for the organization and formulate or approve policies and...
