Financial Services Representative Ii

5 months ago

Bradford, 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

Bradford-549 Holland St., W.

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

  • Financial Services Representative Ii

    2 months ago

    Bradford, 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...

  • Customer Service Representative

    5 months ago

    Bradford, Canada Aleem Ravji Insurance and Financial Services Full time

    **Customer Service Representative - Desjardins Insurance Agent Team Member**: Location: Barrie, ON Type: Full Time **Position Overview**: Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes to these questions, working for a Desjardins Agent may be the career...

  • Customer Service Representative

    5 months ago

    Bradford, Canada BMO Financial Group Full time

    476 Holland St W Bradford Ontario,L3Z 0A2 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

    5 months ago

    Bradford, Canada BMO Financial Group Full time

    476 Holland St W Bradford Ontario,L3Z 0A2 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...

  • Financial Customer Service Representative

    5 months ago

    Bradford, Canada Pay2Day Full time

    **Are you interested in growth, development, and a great team environment? 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. We offer alternative financial solutions and are looking for people who are client-focused, highly skilled problem...

  • Financial Customer Service Representative

    5 months ago

    Bradford, Canada Pay2Day Full time

    **Are you interested in growth, development, and a great team environment? 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. We offer alternative financial solutions and are looking for people who are client-focused, highly skilled problem...

  • Customer Service Representative

    5 months ago

    Bradford, Canada Lomonte & Collings Insurance Services Full time

    Responsibilities and Duties: - Sales and service of commercial property and auto policies - Fielding incoming calls for service and quotes - Maintaining and servicing existing customer files including cross selling and remarketing of products - Responding to customer or company inquiries in a timely fashion - Maintaining comprehensive and accurate activity...

  • Client Service Representative

    5 months ago

    Bradford, 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...

  • Client Service Representative

    5 months ago

    Bradford, 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 Customer Service Representative

    5 months ago

    Bradford, Canada Pay2Day Full time

    Are you looking for more than just a job? Do you enjoy being challenged while continuously developing your skill set? Do you want to work for a company that cares about its employees? If this sounds like you, we want to meet you! We are a fun, outgoing, diverse and energetic team looking for individuals just like us to join our all-star lineup. Pay2Day is a...

  • Personal Banker

    5 months ago

    Bradford, Canada BMO Financial Group Full time

    476 Holland St W Bradford Ontario,L3Z 0A2 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

    5 months ago

    Bradford, Canada Terra Recruitment Inc. Full time

    The **Customer Service Representative** will act as a liaison, provide product/services information, and resolve any emerging problems that customer accounts might face with accuracy and efficiency. Your goal is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. **RESPONSIBILITIES**: -...

  • Sales Representative

    3 weeks ago

    Bradford, Ontario, Canada Kognitive Sales Solutions Full time

    Unlock Your Earning Potential with Kognitive Sales SolutionsAs a Financial Sales Representative with Kognitive Sales Solutions, you will be working in partnership with Canadian Tire to educate and offer financial products to customers in-store. This is a part-time, onsite position that offers a competitive base wage and a great commission structure, allowing...

  • Client Service Representative

    2 months ago

    Bradford, 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...

  • Client Service Representative

    5 months ago

    Bradford, 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...

  • Customer Service Representative

    1 month ago

    Bradford, Canada Midas Auto Service & Tires Full time

    **Job Summary** **Responsibilities** - Provide accurate information regarding products and services to assist customers effectively. - Analyze customer needs and recommend appropriate solutions or services. - Handle complaints and resolve issues with empathy and professionalism. - Engage in upselling opportunities by identifying customer needs and...

  • Part-time Customer Service Representative

    2 months ago

    Bradford, Canada Town of Bradford West Gwillimbury Full time

    **Part-time Customer Service Representative** The Town of Bradford West Gwillimbury’s Leisure Centre includes two NHL-sized ice rinks, a gymnasium, community program rooms, a fitness centre and a state of the art aquatics centre with an eight-lane competitive/lap pool, leisure pool with aquatic features and a relaxation/therapy pool. The Recreation and...

  • Insurance Account Manager

    2 months ago

    Bradford, Ontario, Canada Aleem Ravji Insurance and Financial Services Full time

    {"h1": "Account Manager", "p": "As a key member of our team, you will play a crucial role in delivering exceptional customer experiences and driving business growth.Your responsibilities will include:* Providing customers with tailored solutions and expert guidance on Desjardins products* Delivering outstanding service and sales for transactions related to...

  • Insurance Account Manager

    2 months ago

    Bradford, Ontario, Canada Aleem Ravji Insurance and Financial Services Full time

    {"h1": "Account Manager", "p": "As a key member of our team, you will play a crucial role in delivering exceptional customer experiences and driving business growth.Your responsibilities will include:* Providing customers with tailored solutions and expert guidance on Desjardins products* Delivering outstanding service and sales for transactions related to...

  • Sales Representative

    5 months ago

    Bradford, Canada Hermanns Contracting Limited Full time

    **Sales Representative** **Location: Schomberg, ON** (Hourly/seasonal 7:30am-4:30pm) What We Are Looking For: - Excellent administrative skills, ideally gained in a sales environment - Ability to work effectively in a team or independently in a fast-paced setting - Strong organizational skills and the ability to quickly learn new concepts - Capable of...