Financial Services Representative

5 months ago

Vegreville, 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

Vegreville-4826 50th Street

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

  • Customer Service Representative

    5 months ago

    Vegreville, Canada BMO Financial Group Full time

    5102 - 50th Street Vegreville Alberta,T9C 1R2 **Casual role - no guaranteed hours per week, however good training and good opportunity to learn and grow within the organization.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best...

  • Customer Service Representative

    5 months ago

    Vegreville, Canada BMO Financial Group Full time

    5102 - 50th Street Vegreville Alberta,T9C 1R2 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...

  • Client Service Representative

    5 months ago

    Vegreville, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Services Representative Ii

    6 months ago

    Vegreville, 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...

  • Personal Banker

    5 months ago

    Vegreville, Canada BMO Financial Group Full time

    5102 - 50th Street Vegreville Alberta,T9C 1R2 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...

  • Client Service Representative

    2 months ago

    Vegreville, 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...

  • Client Service Representative

    5 months ago

    Vegreville, 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...

  • Client Service Representative

    5 months ago

    Vegreville, 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...

  • Personal Banker

    2 months ago

    Vegreville, Canada BMO Financial Group Full time

    5102 - 50th Street Vegreville Alberta,T9C 1R2 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 customer...

  • Relationship Manager Lending

    4 weeks ago

    Vegreville, Canada Agriculture Financial Services Corporation Full time

    At AFSC, we care about each other, about Alberta and about agriculture. PEOPLE ARE OUR FOUNDATION. We want to work with talented people from a wide range of backgrounds. We strive to create a psychologically safe environment where we can all be ourselves and perform to the best of our abilities. CLIENTS ARE OUR FOCUS. The perseverance and hard work we see...

  • Insurance Professional

    4 weeks ago

    Vegreville, Canada western financial Full time

    Guiding PrinciplesWe at Western Financial are anchored in our core values: Truthfulness, Fairness, Value, and Loyalty. Our team of over 2,100 employees works together to deliver exceptional service and value to our customers across Canada, with over 220 locations to serve them.As a leader in the insurance industry, we take pride in our commitment to these...

  • Outside Sales Representative

    2 weeks ago

    Vegreville, Canada Double A Trailers Ltd Full time

    **Overview** We are seeking a motivated and results-driven Outside Sales Representative to join our dynamic sales team. In this role, you will be responsible for identifying new business opportunities, building and maintaining strong relationships with clients, and driving sales growth in your designated territory. You’ll work closely with our inside team...

  • Work Desk Representative

    6 months ago

    Vegreville, Canada ATCO Group Full time

    **Position Summary**: - Always there. Anywhere. _That’s us! We are committed to delivering inspired solutions for a better world. We care about our communities, we care about each other, and we care about showing up for those who need us. We never break a promise and we have the courage to do the right thing, even when it’s hard. We take pride in...

  • Relationship Manager

    6 months ago

    Vegreville, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Work Desk Representative Entry

    4 months ago

    Vegreville, Canada ATCO Full time

    Division: ATCO Electric Location: Vegreville, AB Duration: Months What we Offer: Salary starting at $ Paid Vacation at % % Onsite -hour shifts some weekends included An engaging, hands-on experience in the electric utility sector.  A culture based on caring, integrity, agility, collaboration, and striving for excellence. A...

  • Banking Centre Leader

    7 months ago

    Vegreville, 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...

  • Agricultural Lending Specialist

    2 weeks ago

    Town of Vegreville, Canada Alberta Financial Services Corporation Full time

    About the RoleWe are seeking a skilled Agricultural Lending Specialist to join our team at Alberta Financial Services Corporation. As an integral part of our organization, you will play a key role in shaping the future of agricultural lending in Alberta.

  • Relationship Manager

    6 months ago

    Vegreville, Canada BMO Financial Group Full time

    5102 - 50th Street Vegreville Alberta,T9C 1R2 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and...

  • Labour Relations Manager

    2 weeks ago

    Town of Vegreville, Canada Alberta Financial Services Corporation Full time

    h3>Job DescriptionAt AFSC, we care about each other, about Alberta and about agriculture. PEOPLE ARE OUR FOUNDATION. We are innovative, knowledgeable, and diverse and love what Albertan agriculture produces for people around the world. Working together, we grow and sustain the agriculture industry in Alberta.This position is required to work in the...

  • Customer Service Desk Associate

    5 months ago

    Vegreville, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Customer Service Desk Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Customer Service Desk Associate provides friendly and professional customer service, represents company values to the public, ensures proper adherence to company policies and maintains security in front end...