Financial Services Representative

2 weeks ago

Sainterose, 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 Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to 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 will be constantly on-site._

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 technology, 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 connect with others through respect and authenticity.- You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.- 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.- 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, 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

343 Boulevard Cure-Labelle

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 Services Representative

    4 weeks ago

    Sainte-rose, 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...

  • Gestionnaire, Services Financiers Personnels

    1 month ago

    Sainte-rose, Canada TD Bank Full time

    404580BR **Description d'emploi (TD Description)** Soyez au fait et demeurez compétitif. Bâtissez votre carrière. Évoluez avec nous. Voici notre histoire : emplois.td.coM/Francais. **Apercu du service** À TD Canada Trust, nous sommes le personnel de première ligne de la TD. Nous nous efforçons de bâtir des liens solides et approfondis avec nos...

  • Financial Services Representative, Sainte-foy

    6 days ago

    Sainte-Foy, 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 Service Representative, Ste-julie

    1 month ago

    Sainte-Julie, 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, Sainte-julie

    4 weeks ago

    Sainte-Julie, 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

    1 month ago

    Sainte-Julie, 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

    1 month ago

    Sainte-Foy, 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 Supporting Our Fp

    2 weeks ago

    Sainte-Foy, Canada National Bank of Canada Full time

    **Primary Locations**:Sainte-Foy, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: - Do you truly care about client relationships? - Are you motivated by the challenge of playing a key administrative support role and interested in participating in business development with financial planners' clients? - Are you...

  • Advisor, Retail Services

    1 day ago

    Sainte-Foy, Canada Banque Laurentienne Full time

    Sainte-Foy- Sales and financial serviceFull Time- 26818- 16 November 2023**Laurentian Bank. Seeing beyond numbers** **Building a better and different financial institution** Financial Benefits Working Environment Commuting and Travelling Food and Drinks Nice to have Financial Benefits Pension plan Group Insurance Stock purchase program Mortgage,...

  • Manager, Customer Experience Trainee

    1 day ago

    Sainte-rose, Canada TD Bank Full time

    **Manager, Customer Experience Trainee - Sainte-Rose, Laval**: - 417669BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 727 Cure-Labelle Boulevard **Employment Type** - Regular **City** - Laval, Sainte Rose **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Manager, Customer Experience Trainee

    1 day ago

    Sainte-rose, Canada TD Bank Full time

    417669BR Retail Banking - Customer Service Sainte-rose, QC Laval, QC August 23, 2023 Hours 37.5 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial...

  • Personal Banking Associate

    4 days ago

    Sainte-Agathe-des-Monts, Canada BMO Financial Group Full time

    40, boulevard Morin Ste-Agathe-des-Monts Quebec,J8C 2V6 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...

  • Associé, Expérience Client

    1 month ago

    Sainte-rose, Canada TD Bank Full time

    424868BR **Catégorie d'emploi - Primaire** - Services bancaires de détail - Service à la clientèle **Lieu de travail** - 727 Curé-Labelle Boulevard **Type d’employé** - Régulier **Ville** - Sainte Rose **Type d’horaire** - Temps plein **Province/état** - Québec **Horaire** - 37.5 **Modèle en milieu de travail** - Sur place **Détails...

  • Représentant Services Financiers Investissement

    1 month ago

    Sainte-Foy, Canada Banque Nationale du Canada Full time

    **Lieu de travail **:Sainte-Foy, Québec **Présence **:Hybride **Statut **:Permanent **Horaire **:Temps plein **Nombre d'heures**:37.5 - Tu es passionné par les relations clients ? - Tu es animé par le défi de jouer un rôle clé dans le soutien administratif et tu as l’intérêt de participer au développement des affaires auprès de la clientèle...

  • Customer Service Representative

    2 weeks ago

    Sainte-Anne-de-Bellevue, Canada ITM Instruments Full time

    _**CUSTOMER SERVICE REPRESENTATIVE**_ **-Fast paced** **-Constant time challenges** **-Efficiency** **-Must be a Google expert** **-Independent go getter** **Responsibilities and Duties**: - Attend in-house supplier training sessions and provide technical product information to customers; - Collaborate with established suppliers; - Create customer...

  • Préposé(e) services administratifs et financiers

    4 weeks ago

    Sainte-Thérèse, Canada Réseau d’aide juridique Full time

    AFFICHAGE EXTERNE POSTE DE PRÉPOSÉ(E) AUX SERVICES ADMINISTRATIFS ET FINANCIERS PERMANENT TEMPS PLEIN AVIS DE POSTE VACANT (S-2024-19e) CLASSIFICATION : Poste permanent de préposé(e) aux services administratifs et financiers Temps complet : 5 jours par semaine; horaire : 8 h 30 à 16 h 30 DESCRIPTION DE POSTE : Personne qui : s’occupe des comptes...

  • Représentant(E) Service à La Clientèle

    4 weeks ago

    Sainte-Agathe-des-Monts, Canada BMO Financial Group Full time

    40, boulevard Morin Ste-Agathe-des-Monts Quebec,J8C 2V6 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...

  • Contrôleur financier

    2 weeks ago

    Sainte-Luce, Canada Congrégation des Soeurs de Notre-Dame du Saint-Rosaire Full time

    Sous l’autorité de la trésorière générale, le-la contrôleur-e de la Congrégation assure le suivi de la planification budgétaire. Il prépare les états financiers en vue de la vérification. Il est responsable de la production et du suivi des rapports d’impôt et des documents officiels destinés aux instances gouvernementales. Il agit comme...

  • Contrôleur financier

    2 weeks ago

    Sainte-Luce, Canada Congrégation des Soeurs de Notre-Dame du Saint-Rosaire Full time

    Sous l’autorité de la trésorière générale, le-la contrôleur-e de la Congrégation assure le suivi de la planification budgétaire. Il prépare les états financiers en vue de la vérification. Il est responsable de la production et du suivi des rapports d’impôt et des documents officiels destinés aux instances gouvernementales. Il agit comme...

  • Planificateur Financier

    1 month ago

    Sainte-Foy, Canada Banque Nationale du Canada Full time

    **Lieu de travail **:Sainte-Foy, Québec **Présence **:Sur lieu de travail **Statut **:Permanent **Horaire **:Temps plein En tant que planificateur financier, tu joueras un rôle important auprès de tes clients. À travers les 7 champs de la planification financière, tu travailleras en étroite collaboration avec l'équipe afin d'aider et conseiller...