Financial Services Representative Ii-1

1 month ago

Kitchener, 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, 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

Kitchener-245 Strasburg Rd, C

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 Ii-1

    1 month ago

    Kitchener, 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 Ii

    1 month ago

    Kitchener, 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...

  • Sales Representative

    4 weeks ago

    Kitchener, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 750 Ottawa St S, Kitchener, Ontario, N2E 1B6 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 team—we’re...

  • Customer Service Representative

    1 week ago

    Kitchener, Canada BMO Financial Group Full time

    1375 Weber St E, Store #102 Kitchener Ontario,N2A 1A5 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...

  • Customer Service Representative

    3 days ago

    Kitchener, Canada BMO Financial Group Full time

    1074 King Street East Kitchener Ontario,N2G 2N2 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 achieve...

  • Sales Representative

    4 weeks ago

    Kitchener, Canada Western Financial Group Full time

    Are you motivated by sales goals and incentives? Do you enjoy identifying and generating new sales opportunities? We are one of Canada’s Top Employers, Join Us! **We are looking for Sales Representatives!** **Unlimited earning potential for our B2B Sales Team!** Make your mark as a top sales representative in a growing industry. You will celebrate...

  • Sales Representative

    1 month ago

    Kitchener, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Are you motivated by sales goals and incentives? Do you enjoy identifying and generating new sales opportunities? **Sales Representative - Commercial Insurance** **Unlimited earning potential for our B2B Sales Team in Winnipeg!** Make your mark as a top sales representative in a growing industry. You...

  • Customer Service Representative

    2 days ago

    Kitchener, Canada U-Haul Full time

    **Customer Service Representative**: Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional service and ensuring that customers...

  • Bilingual Specialist Ii, Accounts Payable

    1 hour ago

    Kitchener, Canada WM Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental...

  • Customer Service Representative

    2 weeks ago

    Kitchener, Canada BMO Financial Group Full time

    1375 Weber St E, Store #102 Kitchener Ontario,N2A 1A5 This is a part-time role (18.75 hours per week minimum guarantee) at our Hi-Way Centre branch in Kitchener. This position requires availability work anytime during branch hours, Monday through Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides...

  • Insurance Sales Representative

    1 month ago

    Kitchener, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** Are you motivated by sales goals and incentives? Base salary plus earning uncapped commission from warm leads! **SALES REPRESENTATIVE - PERSONAL LINES INSURANCE** **Unlimited earning potential for our Sales Team in Kitchener!** Make your mark as a top sales representative in a growing industry. You will...

  • Customer Service Representative

    2 weeks ago

    Kitchener, Canada BMO Financial Group Full time

    345 King St W Kitchener Ontario,N2G 1B8 This is a full time position (37.5 hours per week). 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...

  • Customer Service Representative

    1 week ago

    Kitchener, Canada BMO Financial Group Full time

    1074 King Street East Kitchener Ontario,N2G 2N2 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 achieve...

  • Customer Service Representative

    16 hours ago

    Kitchener, Canada BMO Financial Group Full time

    875 Highland Road West Kitchener Ontario,N2N 2Y2 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...

  • Insurance Sales Representative

    1 month ago

    Kitchener, Canada Western Financial Group Full time

    Truthfulness | Fairness | Value | Loyalty Are you motivated by sales goals and incentives? Base salary plus earning uncapped commission from warm leads! SALES REPRESENTATIVE – PERSONAL LINES INSURANCE Unlimited earning potential for our Sales Team in Kitchener! Make your mark as a top sales representative in a growing industry. You will...

  • Client Support Associate

    1 month ago

    Kitchener, Canada Financial Horizons Full time

    Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization? If you nodded ‘yes’ to those questions, you may be the next Client Support Associate (CSA) to join our team at Continuum Financial Centres (CFC)! ...

  • Financial Customer Service Representative

    1 week ago

    Kitchener, Canada Pay2Day Inc. Full time

    Job Title: Customer Service Representative **Responsibilities**: - Provide accurate information about products and services to customers - Assist customers with placing orders, processing returns, and resolving any issues or complaints - Maintain customer records and update information as needed - Collaborate with other team members to ensure excellent...

  • Office Administrator

    5 days ago

    Kitchener, Canada Financial Horizons Full time

    Are you looking for a career and not just another job? Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in? If ‘yes’ is the only answer that comes to mind, then you could be the next Office Administrator to join the FH family! This is an...

  • Financial Customer Service Representative

    5 days ago

    Kitchener, Canada Pay2Day Full time

    **Are you interested in growth, development, and leadership? If you are, join our team because you are exactly who we’re looking for! Pay2Day is a rapidly growing company with endless opportunities for career advancement.** **Additional characteristics of our team members include**: - Customer focused; Check us out on Google and Trust Pilot. Our...

  • Customer Service Representative

    2 weeks ago

    Kitchener, Canada Kitchener Collision Repair Experts Full time

    _**Collision Repair Experts Kitchener is looking for a Customer Service Representative to join their team!**_ Your role as a customer service representative is to ensure that the customer receives a legendary customer service experience. **Duties**: Greets customers upon intake and delivery of vehicles Inspects vehicles for accident related and prior...