Financial Services Representative
6 months 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
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
Principale & Perreault
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Outbound Calls, Problem Solving, Regulatory Requirements, Results-Oriented
-
Financial Services Agent, Clientele
3 weeks ago
Rouyn-Noranda, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Financial Services Agent, Clientele
4 months ago
Rouyn-Noranda, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and...
-
Financial services Agent, Clientele
7 months ago
Rouyn-Noranda, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Customer Service Representative, Rouyn-noranda
6 months ago
Rouyn-Noranda, 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...
-
Financial Services Specialist
2 weeks ago
Rouyn-Noranda, Canada National Bank Full timeCompany OverviewNational Bank is a leading financial institution dedicated to providing exceptional service to its clients. Our team of experts is passionate about helping individuals and businesses achieve their financial goals.
-
Client Service Representative 25h
7 months ago
Rouyn-Noranda, 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...
-
Business Growth Manager
4 weeks ago
Rouyn-Noranda, Canada Fairstone Financial Inc. Full timeCompany OverviewFairstone Financial Inc. is a reputable financial services provider seeking a highly skilled Business Growth Manager to join our team in the beautiful city of Rouyn, Québec.
-
Agent(E) - Services Financiers - Clientèle
6 months ago
Rouyn-Noranda, Canada Desjardins Full timeChez Desjardins, on croit à l’équité, à la diversité et à l’inclusion. Nous nous engageons à accueillir toutes les personnes, à les considérer et à les valoriser pour ce qu’elles sont, à nous enrichir de leurs différences et de leur unicité et, surtout, à leur offrir un environnement de travail où elles seront bien. Pour nous, la...
-
Spécialiste Principal en Services Financiers
2 months ago
Rouyn-Noranda, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...
-
Agent ou Agente Services Financiers, Clientèle
7 months ago
Rouyn-Noranda, Canada Desjardins Full timeÀ titre d’agent(e) en services financiers à la clientèle, à la Caisse de Rouyn-Noranda, vous travaillez en étroite collaboration avec les conseillers en fournissant un accompagnement sur mesure aux membres et clients dans votre domaine. Vous appuyez les conseillers dans la prestation de service et le maintien de la relation d’affaires. Vous...
-
Agent ou Agente, Services Financiers, Clientèle
4 months ago
Rouyn-Noranda, Canada Desjardins Full timeLe mode de travail s’appliquant au poste est temps plein sur site Vous êtes reconnu(e) pour votre service à la clientèle impeccable, votre accueil bienveillant et votre écoute ? Le poste d’agent(e) en services financiers, clientèle à la Caisse Desjardins de Rouyn-Noranda saura vous garder motivé et mobilisé. Votre rôle consiste à rehausser...
-
Agent ou Agente, Services Financiers, Clientèle
3 weeks ago
Rouyn-Noranda, Canada Desjardins Full timeLa Caisse Desjardins de Rouyn-Noranda est à la recherche d'un(e) agent(e) en services financiers à la clientèle. À titre d’agent(e) en services financiers à la clientèle, vous travaillez en étroite collaboration avec les conseillers en fournissant un accompagnement sur mesure aux membres et clients dans votre domaine. Vous appuyez les conseillers...
-
Agent ou Agente, Services Financiers, Clientèle
2 months ago
Rouyn-Noranda, Canada Desjardins Full timeLa Caisse Desjardins de Rouyn-Noranda est à la recherche d'un(e) agent(e) services financiers à la clientèle. À titre d’agent(e) en services financiers à la clientèle, vous travaillez en étroite collaboration avec les conseillers en fournissant un accompagnement sur mesure aux membres et clients dans votre domaine. Vous appuyez les conseillers dans...
-
Rouyn-Noranda, Canada Mouvement Desjardins Full timeDesjardins Conseiller ou conseillère, Services financiers, Abitibi-Témiscamingue Référence : R2101826 Durée : Temps plein Endroit : Rouyn-Noranda, Mistissini, 24, rue Ontario Notre-Dame-du-Nord, 1, rue Notre-Dame Ouest Lorrainville, 60, place du Commerce, Matagami, Ville-Marie, 467, rue Kipawa, Témiscaming, 701, rue Royale , Malartic, 66, 5e Avenue...
-
Financial Planner
3 months ago
Rouyn-Noranda, Canada The Toronto-Dominion Bank (Canada) Full timeDescription : TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives...
-
Personal Finance Advisor
6 days ago
Rouyn-Noranda, Canada Desjardins Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
-
Personal Finance Advisor
6 months ago
Rouyn-Noranda, Canada Desjardins Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
-
Outside Sales Representative
1 month ago
Rouyn-Noranda, Canada Guillevin International Full timeOutside Sales Representative Status: Regular, Full time Location: Rouyn-Noranda, Quebec - Job Description Interested?- Commissions based on your sales.- Laptop and cell phone included.- Travel allowance plus additional “green driving” allowance. Do you have what we’re looking for?- Strong sales skills and a good track record for generating...
-
Rouyn-Noranda, Canada Royal Bank of Canada Full timep>Vous vous distinguez par votre aptitude à établir des relations avec les clients potentiels et existants, leur prodiguant des conseils et concevant pour eux des solutions à des défis commerciaux complexes. Vous assurez une gestion relationnelle experte et efficace et adoptez une approche harmonisée aux objectifs de vente, aux caractéristiques des...
-
Senior Financial Advisor
2 months ago
Rouyn-Noranda, 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 and...
