Financial Services Representative

2 weeks ago


Burnaby, 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

**Job Description**:
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 health benefits program, defined benefit pension plan, an employee share purchase plan 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

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

Brentwood

Employment Type

Regular

Weekly Hours

37.5

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



  • Burnaby, Canada Rise People Inc. Full time

    **Rise to the challenge** Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits,...


  • Burnaby, Canada TFG Financial Corporation Full time

    **Your Talent, Your Terms | Results, recognition and rewards** TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in...


  • Burnaby, Canada Interhealth Financial Services Full time

    **Job Roles and Responsibilities**: - A strong interest in financial services industry and client experience is important. **Duties** - Setting up and management of client investment accounts - Handling bank deposits - Communication with insurance companies and other representatives - Maintaining digital client filing system - Preparing for advisors...


  • Burnaby, 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...


  • Burnaby, 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...


  • Burnaby, Canada Randstad Canada Full time

    Do you have a passion for providing exceptional customer service? Are you seeking a career opportunity in the financial industry? Do you possess strong problem-solving skills and thrive in a fast-paced environment? then we have the perfect job for you!Randstad is looking for a Customer Service Representative to work for a well-known financial company in the...


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    UNLIMITED POSSIBILITIES AHEAD. Position: Financial Services AssociateStatus: Full-Time Dealership: OpenRoad Audi BoundaryDepartment: Sales - Business Office We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country...


  • Burnaby, Canada Sun Life Financial Full time

    Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...


  • Burnaby, Canada Handyman Connection of Metro Vancouver, BC Full time

    Handyman Connection of is locally owned and operated. We are a well-established home improvement company dedicated to excellent customer service and quality workmanship. We are a fast paced local office of an International Franchise with an opening for a full time Customer Service Representative. Our customers are seeking additional office support for our...


  • Burnaby, Canada Shermco Full time

    Position: Technical Services Representative Location: Burnaby, British Columbia Job Id: 3607 # of Openings: 1 About Shermco Since 1974, Shermco has become North America’s largest and fastest growing NETA-accredited electrical testing organization. Our focus is to make sure electrical power systems are functioning properly and safely. Add to that...


  • Burnaby, Canada Handyman Connection of Metro Vancouver, BC Full time

    Handyman Connection of is locally owned and operated. We are a well-established home improvement company dedicated to excellent customer service and quality workmanship. We are a fast paced local office of an International Franchise with an opening for a full time Customer Service Representative. Our customers are seeking additional office support for our...


  • Burnaby, 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...


  • Burnaby, 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...


  • Burnaby, 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...


  • Burnaby, Canada NU STREAM REALTY INC. Full time

    Education: Bachelor's degreeExperience: 5 years or more or equivalent experienceWork settingBusiness servicesData processing and computersReal estateTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish...

  • general manager

    19 hours ago


    Burnaby, Canada HI FIVE CHICKEN Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...

  • general manager

    12 hours ago


    Burnaby, Canada Mc Mosa Industries Ltd. Full time

    general manager - financial, communications and other business services Verified Posted on May 15, 2024 by Employer details Mc Mosa Industries Ltd. Job details Location Burnaby , BC Salary 94.51 hourly / 30 to 40 hours per week Terms of employment Permanent employment Full time Day, Evening, Morning Start date Starts as soon...


  • Burnaby, Canada NU STREAM REALTY INC. Full time

    Education: Expérience: EducationBachelor's degree or equivalent experienceWork settingBusiness servicesData processing and computersReal estateTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish...


  • Burnaby, Canada WINGO GROUP INC Full time

    Education: Expérience: EducationBachelor's degree or equivalent experienceTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...


  • Burnaby, Canada CLevelCrossing Full time

    Chief Executive Officer-financial communications and other business services JobSalary $65.00 per hour Posted on Feb 23, 2022 Apply for this job your email: upload resume: ProfileJob Requirements:Language: EnglishAbility to supervise: 11-15 peopleMajor Work Area:Data processing and computersSecurity and Safety:Criminal record checkWork Conditions and...