Financial Services Representative Ii

6 months ago

Milton, 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

Milton-1005 Maple Ave, Bldg Q

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 Director

    1 month ago

    Milton, Ontario, Canada Momentum Financial Services Group Full time

    Job SummaryMomentum Financial Services Group is seeking a highly skilled and experienced Financial Services Director to lead our team and drive store profitability.Key ResponsibilitiesDevelop and implement sales strategies to meet company targetsLead and develop a team of Financial Sales Representatives to promote our financial products and servicesProvide...

  • Financial Services Branch Manager

    1 month ago

    Milton, Ontario, Canada Momentum Financial Services Group Full time

    Job Title: Financial Services Branch Manager Job Summary: We are seeking a highly motivated and experienced Financial Services Branch Manager to join our team at Momentum Financial Services Group. As a Branch Manager, you will be responsible for driving store profitability by leading and developing a team of Financial Sales Representatives to promote our...

  • Financial Services Representative

    4 weeks ago

    Milton, Ontario, Canada COLD IRON TRUCK CENTER INC. Full time

    At COLD IRON TRUCK CENTER INC., we are seeking a highly skilled Financial Services Representative to join our team. In this role, you will be responsible for approving or rejecting loan applications, assisting clients in achieving their financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan applications...

  • Financial Services Representative

    4 weeks ago

    Milton, Ontario, Canada COLD IRON TRUCK CENTER INC. Full time

    Job SummaryCold Iron Truck Center Inc. is seeking a skilled Financial Services Representative to join our team. As a key member of our financial services department, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key ResponsibilitiesApprove or...

  • Customer Service Representative

    5 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario St S, Units B15,16 Milton Ontario,L9T 2M3 This position has a guaranteed 18.75 hours per week. 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...

  • Customer Service Representative

    2 weeks ago

    Milton, Canada BMO Financial Group Full time

    1075 Bronte Street South Milton Ontario,L9T 8X3 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...

  • Customer Service Representative

    2 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario Street South Milton Ontario,L9T 2M3 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...

  • Customer Service Representative

    6 months ago

    Milton, Canada BMO Financial Group Full time

    1075 Bronte Street South Milton Ontario,L9T 8X3 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...

  • Customer Service Representative

    6 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario St S, Units B15,16 Milton Ontario,L9T 2M3 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

    3 months ago

    Milton, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Customer Service Representative

    6 months ago

    Milton, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Customer Service Representative

    6 months ago

    Milton, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Customer Service Representative

    6 months ago

    Milton, Canada U-Haul Full time

    **Customer Service Representative**: Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional service and ensuring that customers...

  • Customer Service Representative

    6 months ago

    Milton, Canada BMO Financial Group Full time

    1075 Bronte Street South Milton Ontario,L9T 8X3 This is a part time role with minimum 18.75 hours per week. Role is located at our Bronte & Louis St Laurent location. This position requires availability to work anytime Monday through Wednesday 9am through 6pm, Thursdays and Fridays 9am through 730pm, and Saturday 830am through 430pm. The applicant must...

  • Customer Service Representative

    6 months ago

    Milton, Canada BMO Financial Group Full time

    1001 Maple Avenue Milton Ontario,L9T 0A5 This is a part-time role (18.75 hours per week minimum guaranteed) at our branch in Milton, Ontario at the Thompson and Maple location. This position requires availability to work anytime during branch hours, Monday through Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer...

  • Business Development Manager

    2 weeks ago

    Milton, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading financial services provider in North America, offering access to cash and related financial products to help customers achieve their financial goals.Job OverviewThis Business Development Manager position plays a crucial role in driving store profitability by leading and developing a team of Financial Sales...

  • Financial Customer Service Representative

    5 months ago

    Milton, Canada Pay2Day Inc. Full time

    Job Title: Customer Service Representative **Responsibilities**: - Provide accurate information about products and services to customers - Assist customers with placing orders, processing returns, and resolving any issues or complaints - Maintain customer records and update information as needed - Collaborate with other team members to ensure excellent...

  • Financial Customer Service Representative

    2 months ago

    Milton, Canada Pay2Day Full time

    **Overview** We are seeking a dedicated and enthusiastic Customer Service Representative to join our team. In this role, you will be the first point of contact for our customers, providing exceptional service and support. Your primary responsibility will be to address customer inquiries, resolve issues, and ensure a positive experience with our products and...

  • Apprentice Branch Manager

    1 month ago

    Milton, Canada Momentum Financial Services Group Full time

    p>Do you have a passion for sales and possess strong leadership skills?As a Branch Manager you will drive store profitability by leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers’ financial goals.Market competitive hourly pay ratesEarn a percentage of the store’s profits...

  • Experienced Financial Services Professional

    1 month ago

    Milton, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Job Title: Experienced Financial AdvisorWe are seeking a seasoned Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.About the Role:As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and...