Financial Services Representative Ii

7 days ago

Duncan, 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

Duncan-16 Station St

Employment Type

Regular

Weekly Hours

37.5

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

  • Financial Service Representative

    2 weeks ago

    Duncan, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across branch, online, mobile, and contact center touchpoints for a best-in-class...

  • Customer Service Representative

    3 weeks ago

    Duncan, Canada BMO Financial Group Full time

    21 Station Street Duncan British Columbia,V9L 1M2 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

    1 week ago

    Duncan, Canada BMO Financial Group Full time

    21 Station Street Duncan British Columbia,V9L 1M2 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 through various channels with BMO partners to deliver the desired...

  • Sales Representative

    4 weeks ago

    Duncan, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 291 Cowichan Way, Duncan, British Columbia, V9L 6P5 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 of...

  • Customer Services Representative

    3 weeks ago

    Duncan, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Customer Services Representative

    4 weeks ago

    Duncan, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Customer Services Representative

    4 weeks ago

    Duncan, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Customer Services Representative

    2 weeks ago

    Duncan, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want. It's what we've been doing for over 80 years, and it's why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone -...

  • Insurance Representative, Level 1

    4 weeks ago

    Duncan, Canada Coastal Community Insurance Services (2007) Ltd. Full time

    **Position Type**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Insurance Representative, Level 1**, so if you’re passionate about insurance, and helping people protect themselves and their assets,...

  • Insurance Representative, Level 1

    3 weeks ago

    Duncan, Canada Coastal Community Insurance Services (2007) Ltd. Full time

    **Position Typ**e**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Insurance Representative, Level 1**, so if you’re passionate about insurance, and helping people protect themselves and their assets,...

  • Client Service Representative

    4 weeks ago

    Duncan, 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...

  • Auto Insurance Representative

    2 months ago

    Duncan, Canada Axis Insurance Managers Inc Full time

    **The Axis Insurance Group dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference - to...

  • Insurance Representative, Level 2

    2 weeks ago

    Duncan, Canada Coastal Community Insurance Services (2007) Ltd. Full time

    Position Type**:PermanentTogether, Let's Do Great ThingsWe're the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you. We are looking for an Insurance Representative, Level 2, so if you're passionate about insurance, and helping people protect themselves and their assets, we'd like to hear from...

  • Manager of Financial Services

    3 weeks ago

    Duncan, Canada City of Duncan Full time

    **Manager of Financial Services**: The City of Duncan is seeking an experienced professional to join our management team as Manager of Financial Services. Duncan is small, in a Big way. Just five hundred metres off the Highway (about 60 kilometres north of Victoria) you'll find 300 shops and services in a few beautiful, walkable, compact downtown blocks...

  • Financial Services Advisor

    4 weeks ago

    Duncan, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Auto Group has 28 locations and 16 brands in Western Canada. We are continually expanding and acquiring new locations and brands while improving our market share. The Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and...

  • Customer Service Representative

    3 weeks ago

    Duncan, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for part-time and full-time Customer Service Representatives at our Berkey's Corner Liquor Store located in Duncan, BC. Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things...

  • Customer Service Representative

    4 weeks ago

    Duncan, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for part-time and full-time Customer Service Representatives at our Berkey's Corner Liquor Store located in Duncan, BC. Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things...

  • Insurance Representative, Level 2

    7 days ago

    Duncan, Canada Coastal Community Insurance Services (2007) Ltd. Full time

    **Position Typ**e**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an** Insurance Representative, Level 2**, so if you’re passionate about insurance, and helping people protect themselves and their assets,...

  • Financial Services Associate

    3 weeks ago

    Duncan, 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 Associate

    3 days ago

    Duncan, 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...