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 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 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
Laval-2540 Daniel Johnson
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
7 months ago
Laval, Canada BMO Financial Group Full time2040-2042 boul des Laurentides Laval Quebec,H7M 2R5 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...
-
Financial Services Representative
2 weeks ago
Laval, Quebec, Canada Royal Bank of Canada Full timeOverviewRoyal Bank of Canada is seeking a highly skilled and dedicated Financial Services Representative to join our team in Laval, Quebec. This is an excellent opportunity for individuals who are passionate about delivering exceptional client service and supporting the growth of our business.
-
Responsable des services financiers compétitif
4 weeks ago
Laval, Quebec, Canada Momentum Financial Services Group Full timeRésumé du poste">">L'intervenant principal dans ce rôle est de mettre en œuvre efficacement les objectifs commerciaux de la succursale. Cela implique une attention particulière portée à l'exécution de toutes les transactions clients, aux besoins et aux préférences individuels des clients. En analysant attentivement les résultats et le...
-
Customer Service Representative
6 months ago
Laval, Canada Northbridge Financial Corporation Full timeWe’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a...
-
Laval, Quebec, Canada Momentum Financial Services Group Full timeDescription de l'emploi">En tant que représentant des services financiers, vous aurez un impact positif sur les gens qui vivent dans votre communauté en faisant la promotion de nos produits et services financiers afin d'aider nos clients à atteindre leurs objectifs financiers à court et à long terme.">Rôle et responsabilités">">Réaliser les...
-
Laval, Quebec, Canada Momentum Financial Services Group Full timeÀ propos du rôlePour atteindre ses objectifs de rentabilité, le représentant des services financiers doit fournir une expérience de vente exceptionnelle aux clients. Il s'agit d'exécuter efficacement toutes les transactions, déterminer les besoins des clients et leur offrir des solutions personnalisées.Le travail implique la manipulation...
-
Financial Services Representative
1 month ago
Laval, 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...
-
Agent commercial financier spécialisé
3 weeks ago
Laval, Quebec, Canada Momentum Financial Services Group Full timeNous sommes à la recherche d'un agent commercial financier spécialisé pour rejoindre notre équipe au Momentum Financial Services Group. Cette opportunité est idéale pour les individus motivés et passionnés par le service à la clientèle, souhaitant faire une différence positive dans la communauté.Description de l'emploiEn tant qu'agent...
-
Bilingual Representative III Shared services
3 months ago
Laval, Canada Intact Financial Corporation Full timeJOB DESCRIPTION Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is...
-
Client Service Advisor
6 months ago
Laval, Canada BMO Financial Group Full time3225 St-Martin Ouest Blvd Laval Quebec,H7T 1S2 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....
-
Customer Service Representative
4 hours ago
Laval, Canada Scotiabank Full timeRequisition ID: 154643 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Customer Service Representative, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our Customer...
-
Laval, Quebec, Canada iA Groupe Financier- Centropolis Laval Full timeJob OverviewWe are seeking a driven and ambitious individual to fill the role of Financial Security Advisor at iA Groupe Financier-Centropolis Laval.About the RoleThis position offers a unique blend of entrepreneurship and support, allowing you to build a successful career as a financial security advisor while enjoying the benefits of self-employment. As a...
-
Receptionist & Sales Service Representative
7 months ago
Laval, Canada Northbridge Financial Corporation Full timeWe’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a...
-
Customer Service Representative
7 months ago
Laval, Canada BMO Financial Group Full time3225 St-Martin Ouest Blvd Laval Quebec,H7T 1S2 As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the...
-
Financial Services Specialist
2 weeks ago
Laval, Quebec, Canada National Bank Full timeTake your career to the next level as a Financial Services Specialist at National Bank. As a key member of our team, you will be responsible for providing exceptional client service and guidance on various financial products and services.About the RoleThis is an exciting opportunity to work in a dynamic environment where you can leverage your analytical...
-
Financial Services Agent, Clientele
2 months ago
Laval, 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
1 month ago
Laval, 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
Laval, 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 Professional
3 weeks ago
Laval, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building long-lasting relationships with our customers.About the RoleIn this dynamic and varied role, you will have the opportunity to...
-
Accounting Service Representative
1 week ago
Laval, Canada belairdirect Full time_Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times._ - Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise...
