Financial Service Representative

1 month ago

Brossard, 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

Brossard-Place Portobello

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

    1 month ago

    Brossard, 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

    4 weeks ago

    Brossard, 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

    2 days ago

    Brossard, Canada BMO Financial Group Full time

    8245 boul Taschereau, B20 Brossard Quebec,J4Y 1A4 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, Brossard

    8 hours ago

    Brossard, 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...

  • Personal Banker

    4 weeks ago

    Brossard, Canada BMO Financial Group Full time

    8245 boul Taschereau, B20 Brossard Quebec,J4Y 1A4 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...

  • Personal Banking Associate

    1 month ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 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...

  • Personal Banking Associate

    1 month ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 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...

  • Technical service representative

    4 days ago

    Brossard, Canada Sani Marc Full time

    Description Working at Sani Marc means: Taking responsibility and control of your files by doing whatever it takes and making sure it’s done right; Having a good attitude , embracing challenges and applying the necessary rigor to get it right; Taking charge by being personally and directly involved in one’s work; Embracing...

  • Technical HVAC Service Representative

    2 weeks ago

    Brossard, Canada Carrier Enterprise Canada Full time

    Position: Technical HVAC Service Representative Reporting to: National Technical Service Manager Location: Brossard, QC CE is a subsidiary of the largest independent HVAC/R distribution company in the world, Watsco, Inc. CE proudly distributes the Carrier, Bryant and Payne brands of HVAC equip

  • Bilingual Customer Service Representative – Brossard

    2 weeks ago

    Brossard, Canada Choopick Full time

    Looking for a seasonal bilingual customer service opportunity in the Brossard area in Montréal? Are you customer-oriented and a problem solver?If so, don’t hesitate to contact us to be part of a successful team of customer service representatives in the landscape industry!You will take part of this team by assisting clients with their order updates, by...

  • Personal Banker

    1 month ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 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...

  • Gestionnaire, Services Financiers Personnels

    1 month ago

    Brossard, Canada TD Bank Full time

    407306BR **Description d'emploi (TD Description)** Soyez au fait et demeurez compétitif. Bâtissez votre carrière. Évoluez avec nous. Voici notre histoire : emplois.td.coM/Francais. **Apercu du service** À TD Canada Trust, nous sommes le personnel de première ligne de la TD. Nous nous efforçons de bâtir des liens solides et approfondis avec nos...

  • Branch Representative

    1 week ago

    Brossard, Canada Le Groupe Master Full time

    Job Number: J0524-0257 Job Type: Regular City, Province, Country: Brossard, Quebec, Canada Job Category: Branch offices Number of Positions: 1 Job Location: Brossard As a Branch Representative, you will be responsible for managing internal relationships with customers, providing excellent customer service, processing orders and quotations, and promoting...

  • Customer Service Representative

    2 weeks ago

    Brossard, Canada Scotiabank Full time

    As a Customer Experience Associate/ Quartier Dix30/ Permanent/ Part-time 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 Experience Associates are people-centric and connect with customers in a relatable way. As an...

  • Branch Representative

    1 month ago

    Brossard, Canada The Group Master Full time

    **Master, for over 70 years** We lead in HVAC-R and have been recognized among Canada's best-managed companies since 2010. As the foremost private HVAC-R distributor in the nation, we have over 1,300 active employees across 55+ branches, 4 distribution centers, spanning from British Columbia to the Atlantic provinces, and nearly 30 branches in the United...

  • Branch Representative

    1 week ago

    Brossard, Canada The Group Master Full time

    **Master, for over 70 years** We lead in HVAC-R and have been recognized among Canada's best-managed companies since 2010. As the foremost private HVAC-R distributor in the nation, we have over 1,300 active employees across 55+ branches, 4 distribution centers, spanning from British Columbia to the Atlantic provinces, and nearly 30 branches in the United...

  • Consultant(e), Services aux concessionnaires

    3 weeks ago

    Brossard, Canada IA Financial Group Full time

    Description Hybride /Territoire à couvrir: / Services aux concessionnaires Le titulaire de ce poste devra fournir des services de consultation stratégique et il apportera des stratégies de développement des ventes afin d'améliorer le rendement des bureaux d'affaires des concessionnaires dans une région donnée tout en faisant la promotion des...

  • Bilingual Customer Service Representative

    1 week ago

    Brossard, QC, Canada Choopick Full time

    Looking for a seasonal bilingual customer service opportunity in the Brossard area in Montréal? Are you customer-oriented and a problem solver? If so, don’t hesitate to contact us to be part of a successful team of customer service representatives in the landscape industry! You will take part of this team by assisting clients with their order updates, by...

  • Financial Planning Consultant

    2 weeks ago

    Brossard, 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...

  • Account Representative

    9 hours ago

    Brossard, Canada National Bank of Canada Full time

    **-Transactional and financing account representative Cohort-** A career as an Account Representative at National Bank, your ability to work in synergy with a variety of partners will be a key asset. You’ll use your excellent customer service skills and proactive approach to take charge of clients’ needs. **Your role**: - Open commercial files and...