Financial Services Representative Ii

6 months ago

Etobicoke, 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

PCF-Albion

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

  • Branch Manager Ii

    3 months ago

    Etobicoke, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

  • Financial Services Representative Ii

    6 months ago

    Etobicoke, 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...

  • Financial Services Representative Ii

    5 months ago

    Etobicoke, 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...

  • Financial Services Officer

    5 days ago

    Etobicoke, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

  • Part-time Member Service Representative

    2 months ago

    Etobicoke, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

  • Sales Representative

    5 months ago

    Etobicoke, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 330 Queens Plate Drive, Etobicoke, Ontario, M9W 7J7 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type...

  • Financial Aid Representative

    1 month ago

    Etobicoke, Canada Humber Full time

    **Financial Aid Representative - Office of the Registrar - TPT** - (31195) **Find Your Spot at Humber** - At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it means to...

  • Financial Aid Representative

    3 months ago

    Etobicoke, Canada Humber Full time

    **Financial Aid Representative - Office of the Registrar - TPT** - (30730) **Find Your Spot at Humber** At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it means to...

  • Financial Services Representative

    2 months ago

    Etobicoke, Canada ADP Full time

    The Financial Services Call Centre is responsible for all Client facing aspects related to the servicing of our ADP Canada Money Movement product. Administering approximately 100,000 calls annually (both inbound and outbound). The inbound calls pertain to banking and company level tax inquiries. The outbound calls pertain to client follow up regarding...

  • Financial Services Representative

    5 months ago

    Etobicoke, Canada Cash Express Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Interview applicants for loans - Open new personal...

  • Financial Services Representative

    6 months ago

    Etobicoke, Canada Cash Express Full time

    Education: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Interview applicants for loans - Open new personal and...

  • Customer Service Representative

    5 months ago

    Etobicoke, Canada Provincial Smart Home Services Full time

    **Position: Customer Services Representative** **Provincial Smart Home Services** is one of Canada's fastest-growing companies. We provide residential homeowners with the latest Smart Home and HVAC products as well as 24/7 protection on their new equipment. Provincial Smart Home Services is looking for Customer Service Representatives to provide...

  • General Manager

    5 months ago

    Etobicoke, Canada BROWN PROTECTION & SECURITY SERVICES INC Full time

    Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 30 to 40 hours per week - Education: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years **Work setting**: - Various locations - Willing to relocate - Business services **Tasks**: - Allocate...

  • General Manager

    2 weeks ago

    Etobicoke, Canada BROWN PROTECTION & SECURITY SERVICES INC Full time

    Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 30 to 40 hours per week - Education: - Expérience: - **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - ** Work setting**: - Various locations - Willing to relocate - Business services - ** Tasks**: -...

  • Customer Service Representative

    6 months ago

    Etobicoke, Canada Provincial Smart Home Services Full time

    _**Company Overview**:_ **Provincial Smart Home Services**, one of Canada's fastest-growing companies, provides residential homeowners with cutting-edge Smart Home and HVAC products, along with 24/7 equipment protection. - **Role Overview**:_ **Provincial Smart Home Services** is looking for **Customer Service Representatives** to provide exceptional...

  • Customer Service Representative

    5 months ago

    Etobicoke, Canada Provincial Smart Home Services Full time

    _**Company Overview**:_ **Provincial Smart Home Services**, one of Canada's fastest-growing companies, provides residential homeowners with cutting-edge Smart Home and HVAC products, along with 24/7 equipment protection. - **Role Overview**:_ **Provincial Smart Home Services** is looking for **Customer Service Representatives** to provide exceptional...

  • Csr (Customer Service Representative)

    5 months ago

    Etobicoke, Canada NANAK REALTY SERVICES INC. Full time

    Job Overview: **Duties**: - Connect with Potential customers, and build rapport - Build customer relatinoshipt and appointment setting - Act as Front end sales representative for the company - Assist customers with information, inquiries, solving and directing issues - Upsell products and services to customers when appropriate - Resolve customer complaints...

  • Member Service Representative

    5 months ago

    Etobicoke, Canada Duca Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Member Service Representative

    5 months ago

    Etobicoke, Canada Duca Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Bilingual Customer Service Representative

    1 week ago

    Etobicoke, Canada Positive Fulfillment Services Ltd. Full time

    **Basic Function**: As the Bilingual Customer Service Representative, your main focus will be to provide excellent customer service to customers that contact us regarding the various programs we manage for our clients, as well as making outbound calls to customers, data entry and general customer program servicing. **Responsibilities**: - Respond to and...