Financial Services Representative Ii
4 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._
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
Durham
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
6 months ago
Durham, 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...
-
Member Experience Representative
7 months ago
Durham, Canada Northern Credit Union Full timeNorthern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...
-
Customer Service Representative
4 months ago
Durham, Canada LCBO Full timeLocation Address: 114 Garafraxa Street South, Durham Number of Openings: 2 Salary / Pay: $17.85/hour Job Posting Description: Do you make an impact on the people you meet? Do you have a charismatic personality, and love engaging with people, both customers and colleagues? If this sounds familiar, then we’d love to have you on our team! A team where...
-
Field Service Representative
4 months ago
Durham, Canada Sinoboom North America, LLC Full time**Job Summary**: As a Field Service Representative, you will be responsible for providing on-site technical support, maintenance, and repair services for our range of heavy machinery and equipment. You will work closely with our customers to ensure their machinery operates at peak performance and address any issues promptly and professionally. **Key...
-
Territory Marketing Representative
6 months ago
Durham, Canada Lifestyle Home Products Full timeReporting to the Manager, Event Marketing, the Field Marketing Representative plays a crucial role in generating leads for our organization by engaging with potential customers in close proximity to our existing job sites. They are responsible for representing our company professionally, promoting our products or services, and collecting essential...
-
Holiday Customer Service Representative
2 months ago
Durham, Canada LCBO Full timeLocation Address: 114 Garafraxa Street South, Durham Salary / Pay: $19.82/hour Job Posting Description: At the LCBO, we always have the right spirit! Do you? We have an immediate need to hire great people with an engaging personality, who are passionate about delivering an extraordinary customer experience, for each of our retail locations throughout the...
-
Customer Care Representative
3 months ago
Durham, Canada EH!telNetworks Inc. Full time**Customer Care Representative** **Job Summary**: The Customer Care Representative will provide a high-quality customer experience by delivering exceptional customer service and support for new and existing customers. **Reports to: Manager of Customer Experience** **Responsibilities include, but are not limited to**: - Respond effectively to customer...
-
Outside Sales Representative
7 months ago
Durham, Canada S.B. SIMPSON Full timeSB Simpson is hiring! We are an Industrial Distributor that has been family owned and operated for over 60 years! We are in search of an outgoing outside sales representative who thrives on making customers happy and helping them find quick resolutions. In our industry, most of our customers 'needed it yesterday' and are looking for service with speed,...
-
Customer Support Technician
4 months ago
Durham, Canada Everfield Full time**About Everfield** Everfield buys, builds, and grows European vertical market and specialist software companies, providing them with the tools they need to move to the next level. Our mission is to foster ambition, fuel growth, and unlock opportunities for Europe’s software ecosystem. Companies in the Everfield ecosystem follow a decentralised model,...
-
Inside Sales Coordinator
3 months ago
Durham, Canada Sinoboom North America, LLC Full time**Key Responsibilities**: **Demand Forecasting & Planning**: - Collaborate with sales to obtain a rolling 100-day demand forecast (N+2). - Generate factory build requirements and submit SIOP reports by the 10th of each month. - Conduct monthly reviews with international partners to reconcile inputs against the shipping plan. **Inventory Management**: -...
-
Regional Housing Coordinator
1 month ago
Durham, Canada Lakeridge Health Full time**Regional Housing Coordinator** Regional Housing Coordinator - Department:_ Regional Housing Coord. - Program:_ Durham Mental Health Services - Status:_ Regular Full Time Days - 8 Hour Shifts (Subject to Change) - Location:_ Durham Mental Health Services - Wage Schedule:_ $33.740 - $45.480 per hour Vacancy: 2400003642 DUTIES AND...
-
Appointment Coordinator
6 months ago
Durham, Canada Lifetime Water Systems Inc Full time_Appointment Setter_ **About Lifetime Water Systems** Lifetime Water Systems Inc. has been established in the GTA since 1994 and worldwide since 1953. Our company is expanding due to a recent agreement to represent Home Depot as their exclusive water treatment service provider. We are leaders in the residential water treatment and air treatment industry not...
-
Wealth Associate, Private Investment Counsel
7 months ago
Durham, Canada Scotiabank Full timeRequisition ID: 180505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate for our GTA East offices. The role will require regular travel to our Private Investment Counsel offices in Markham and Whitby. The Wealth Associate role has been...
-
Mortgage Specialist
2 months ago
Durham, Canada Scotiabank Full timeRequisition ID: 208229 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. **Job Purpose**: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to...
-
Sales Representative
3 days ago
Durham Region, Canada Darlington Tree Service Inc Full time**Overview** **Responsibilities** - Develop and execute strategic sales plans to achieve company objectives. - Identify and pursue new sales opportunities through networking and market research. - Conduct presentations and product demonstrations to potential clients. - Negotiate contracts and close deals while ensuring customer satisfaction. - Manage...
-
Territory Account Manager
7 months ago
Durham, Canada BakeMark Ingredients Canada Limted Full time**Job description** **Calling All Bakers: Rise above expectations!** We love baking! With over 100 years of service to bakers and bakery operations across North America, BakeMark is a recognized market leader in bakery supply, delivering only the best bakery mixes, fillings, icings, glazes, frozen products, dry baking ingredients and supplies, supported by...
-
Territory Account Manager
4 months ago
Durham, Canada BakeMark Ingredients Canada Limted Full time**Job description** **Calling All Bakers: Rise above expectations!** We love baking! With over 100 years of service to bakers and bakery operations across North America, BakeMark is a recognized market leader in bakery supply, delivering only the best bakery mixes, fillings, icings, glazes, frozen products, dry baking ingredients and supplies, supported by...
-
Community Mental Health Worker
6 months ago
Durham, Canada Lakeridge Health Full time**OPSEU** Community Mental Health Worker Temporary Full Time (18 months) Case Management Durham Mental Health Services Days - 8 Hour Shifts (Subject to Change) Lakeridge Health DMHS Salary $32.710 - $35.430 per hour OPSEU - 2400001028 DUTIES AND RESPONSIBILITES: Staff will support individuals with a Developmental Disability and mental health needs and /or...
-
Mortgage Specialist
5 months ago
Durham, Canada Scotiabank Full timeRequisition ID: 189579Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA)...
-
Home Financing Advisor
6 months ago
Durham, Canada Scotiabank Full timeRequisition ID: 189579 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...