Financial Services Representative Ii

4 weeks ago

Aurora, 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.
- 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

Aurora-660 Wellington St; East

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Financial Services, Goal Planning, Outbound Calls, Problem Solving, Regulatory Requirements, Results-Oriented

  • Financial Services Representative Ii

    1 month ago

    Aurora, 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...

  • Intern Volvo Financial Services

    4 weeks ago

    Aurora, Canada Volvo Financial Services Full time

    Intern Volvo Financial Services (Summer 2024) **Location**:Aurora, ON, CA, L4G 1J5**Position Type**:Student- Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative...

  • Intern: Financial Planning

    4 weeks ago

    Aurora, Canada Volvo Financial Services Full time

    Intern: Financial Planning & Analysis (Summer 2024) **Location**:Aurora, ON, CA, L4G 1J5**Position Type**:Student- Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest...

  • Customer Service Representative

    2 days ago

    Aurora, Canada AppleOne Full time

    This Customer Service Representative Position Features: • Straight day shift • family oriented facility • Comfortable lunch room • Great Pay to $42K Immediate need for customer service representative seeking We are currently looking for a talented customer service representative who can provide excellent customer service, follow up up on...

  • Financial Advisor

    4 weeks ago

    Aurora, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Customer Service Representative

    10 hours ago

    Aurora, Canada Heart to Home Meals York Full time

    Are you ready to start a job that you will love? One that makes a difference in our community? We are a local, family operated organization called Heart to Home Meals based out of Aurora and we are looking for a caring and compassionate person to join our team with a mission of enhancing the lives of aging adults throughout our community. We are committed...

  • Member Service Representative

    1 month ago

    Aurora, Canada The Police Credit Union Full time

    As an integral part of the sales and advice team at our branches, this position requires excellent member service and the ability to effectively assess members’ financial needs, As an MSR, you will be responsible assisting our members with their day-to-day banking needs, including cash transactions and bill payments. Attending to member needs by answering...

  • Csr Customer Service Representative

    1 day ago

    Aurora, Canada TWO MEN AND A TRUCK Full time

    **TWO MEN AND A TRUCK® the largest franchised moving** **company in the world,** is NOW HIRING for a lead sales position. **What We Offer**: - Bi-weekly pay - Paid training. - Great working environment. **Responsibilities**: - Explaining our services to - Potential and current clients. - Listen to client's requests to - Accurately assess their packing,...

  • Intern: Volvo Financial Services

    4 weeks ago

    Aurora, Canada Volvo Group Full time

    Intern: Volvo Financial Services (Summer 2024)Location: Aurora, ON, CA, L4G 1J5 Position Type: Student Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams,...

  • Financial Planner

    4 weeks ago

    Aurora, Canada Scotiabank Full time

    Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and...

  • Automotive Financial Services Manager

    10 hours ago

    Aurora, ON, Canada Barrie Subaru Full time

    Financial Services Manager - Hyundai of Aurora Weins Auto Group is looking for an Automotive Financial Services Manager at Hyundai of Aurora . We know everyone needs a long weekend from time to time. We invest in your career with development and training opportunities. You’ll establish and build strong relationships with all clients by focusing on...

  • Financial Analyst

    4 weeks ago

    Aurora, Canada CHATS Full time

    Financial AnalystThe RoleReporting to the Finance Manager, you will lead the financial planning and forecasting activities of the organization utilizing data from the financial systems as well as the client services database and other operational sources. You will provide insightful performance analyses and reporting to the leadership team, highlighting...

  • Sales Representative

    4 weeks ago

    Aurora, Canada Alumax Panel Inc. Full time

    **Sales Representative - Architectural Cladding** **Job Title: Sales Representative - Experience is a Must.** **Company: Alumax Panel Inc.** **Location: Ontario, Canada -** Alumax Panel Inc. specializes in the design, fabrication, and installation of architectural cladding materials, including Aluminum Composite Materials, Aluminum Siding, and Aluminum...

  • Guest Services Representative

    4 weeks ago

    Aurora, Canada Massage Addict Aurora Full time

    *** We are looking for Guest Service Administrators with exceptional interpersonal, communication and administrative skills, along with a great personality, a can-do attitude and the desire/passion to contribute to company growth. If you have exceptional interpersonal, communication and administrative skills, along with a great personality and a can-do...

  • Sales & Marketing Representative - Bell Aurora

    4 weeks ago

    Aurora, Canada Acosta Full time

    Sales & Marketing Representative - Bell Aurora General Information Company: PRE-CA Location: AURORA, Ontario, L4G 0B9 Ref #: M37218 Function: Brand Advocacy & Sales Employment Duration: Full-time Benefits: Premium offers a competitive salary along with a full benefits package including health, dental, vision, life insurance, and...

  • Certified Dental Assistant

    4 days ago

    Aurora, Canada Corusortho Full time

    Friday, May 10, 2024 Come and join our team today and deliver exceptional patient experiences. Aurora Orthodontics is looking for a passionate and energeticfull-time Level II Dental Assistantto join our well-established practice in Aurora, ON. - If you have been thinking about specializing in orthodontics, this is the perfect opportunity for you to...

  • Certified Dental Assistant

    2 days ago

    Aurora, Canada Corusortho Full time

    Friday, May 10, 2024 Come and join our team today and deliver exceptional patient experiences. Aurora Orthodontics is looking for a passionate and energeticfull-time Level II Dental Assistantto join our well-established practice in Aurora, ON. - If you have been thinking about specializing in orthodontics, this is the perfect opportunity for you to...

  • Certified Dental Assistant

    2 days ago

    Aurora, Canada Corusortho Full time

    Friday, May 10, 2024 Come and join our team today and deliver exceptional patient experiences. Aurora Orthodontics is looking for a passionate and energeticfull-time Level II Dental Assistantto join our well-established practice in Aurora, ON. - If you have been thinking about specializing in orthodontics, this is the perfect opportunity for you to...

  • Certified Dental Assistant

    2 days ago

    Aurora, Canada Corusortho Full time

    Friday, May 10, 2024 Come and join our team today and deliver exceptional patient experiences. Aurora Orthodontics is looking for a passionate and energeticfull-time Level II Dental Assistantto join our well-established practice in Aurora, ON. - If you have been thinking about specializing in orthodontics, this is the perfect opportunity for you to...

  • Business Development Center Representative

    4 weeks ago

    Aurora, Canada The Car Girls Full time

    **Responsibilities**: - Exhibit ethical behavior, provide the highest degree of customer satisfaction and be honest in all aspects of dealing with customers; - Answer customer inquiries and calls when necessary; - Follows up with aged sales leads; - Manage and track all leads; - Maintain daily, weekly, and monthly sales forecasts; - Work closely with...