Financial Services Representative
2 weeks ago
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
- Job Description
- What You'll Be Doing
- You’ll be joining CIBC’s Personal Banking Team. You’ll work in a fast-paced Banking Centre where you’ll have a meaningful impact on the lives of our clients. As a Financial Services Representative, you’ll build relationships with clients, understand their goals, provide tailored service, and recommend the right products and solutions that will enable their financial success. To help deliver a great client experience, you may 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 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 collaborate with others 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 driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
- 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).
- 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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
- Connect:Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
- 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
St.Albert-200-590 St. Albert
- Employment Type
Regular
- Weekly Hours
37.5
- Skills
Building Relationships, Customer Engagement, Customer Experience (CX), Investment Funds, Leveraging Technology, Prioritization
-
Financial Services Representative
1 week ago
St. Albert, Canada CIBC Full timeWe’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...
-
Banking Customer Service Representative
5 hours ago
St. Albert, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...
-
Sales Representative
3 days ago
St. Albert, Canada PC Financial Full timeAll referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 101 St Albert Trail, St Albert, Alberta, T8N 6L5 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 Service Representative
2 days ago
St. Albert, 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
2 weeks ago
St. Albert, Canada CIBC Full timeWe’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
7 days ago
St. Albert, 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...
-
Client Service Representative
3 days ago
St. Albert, 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...
-
Client Service Representative
2 days ago
St. Albert, 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 Expert
5 days ago
St. John's, Newfoundland and Labrador, Canada Intact Financial Full timeWe're seeking an Accounting Services Representative (Broker Bill Reconciler) to join our Agency Bill Team at Intact Financial. This is an exciting opportunity to contribute to our organization's mission of helping people, businesses, and society prosper in good times and be resilient in bad times.As a key member of our team, you'll be responsible for...
-
Financial Services Professional
4 days ago
St. Albert, Alberta, Canada ATB Financial Full timeAbout ATB FinancialWe exist to make a positive impact in the lives of our clients, team members, and communities. Our purpose is built around three core commitments that guide everything we do:Impact in ActionWe empower our employees to make a difference in the lives of our clients and communities. Whether you're working directly with clients or behind the...
-
Sales Representative
7 days ago
St. Albert, Canada PC Financial Full time**All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 101 St Albert Trail, St Albert, Alberta, T8N 6L5 **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...
-
Payments & Rewards Sales Representative
7 days ago
St. Albert, Canada PC Financial Full timeAll referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 101 St Albert Trail, St Albert, Alberta, T8N 6L5 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 Service Representative
1 week ago
St. Albert, 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 Service Representative
2 weeks ago
Prince Albert, Canada CURO Financial Technologies Corp Full timeOverview: **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...
-
Financial Service Representative
1 day ago
Prince Albert, Canada CURO Financial Technologies Corp Full timeOverview: **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 store, online, mobile, and contact center touchpoints for a best-in-class...
-
Client Service Representative
4 weeks ago
St. Albert, Alberta, Canada ATB Financial Full timeAt ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance...
-
Client Service Representative
4 weeks ago
St. Albert, Alberta, Canada ATB Financial Full timeAbout UsAt ATB, we exist to make it possible for our clients, team members, and communities. Our purpose is more than aspirational—it's a real commitment we live every day through our values, which we call the ATB ID.Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care,...
-
Financial Service Representative
4 days ago
St. Catharines, Canada CURO Financial Technologies Corp Full timeOverview: **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 store, online, mobile, and contact center touchpoints for a best-in-class...
-
Customer Service Representative
7 days ago
Prince Albert, Canada Cashco Financial Full timeThe **Customer Service Representative **is responsible for creating an exceptional customer experience by providing exceptional customer service. This role is expected to model the core values of our company through the day to day interactions. The Customer Service Representative reports directly to the Branch Manager. Sounds good right? Let me seal the...
-
Financial Services Representative
6 days ago
Prince Albert, Canada Conexus Credit Union Full time_At Conexus, it’s not what we do, it’s how we do it._ Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that...