Financial Services Professional

2 months ago

Burlington, Ontario, Canada CIBC Full time
About CIBC

CIBC is a leading financial institution that is committed to creating an inclusive work environment where all team members and clients feel valued and respected. We are seeking candidates with a diverse range of skills and offer an accessible experience for candidates. If you require an accommodation, please contact us.

About the Role

We are seeking a Client Service Representative to join our Personal and Business Banking Team. As a member of this team, you will work in a fast-paced banking center and use your knowledge of financial services products to help clients with their day-to-day banking needs. You will be the first line of support as clients work towards their financial goals.

Key Responsibilities
  • Client Engagement
    • Help clients manage their accounts and products
    • Focus on the client experience and make interactions meaningful
    • Connect clients to the right CIBC team members who can help them reach their goals
  • Problem Solving
    • Listen, ask questions, and put yourself in the client's shoes
    • Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together
  • Leveraging Technology
    • Become a technology expert
    • Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs
Requirements
  • You must be legally eligible to work in Canada in the specified locations and, if applicable, hold a valid work permit or study permit
About the Team

CIBC's Personal and Business Banking Team is dedicated to providing exceptional client service and building strong relationships with our clients. We are a team of passionate and dedicated professionals who are committed to making a difference in the lives of our clients.

  • Senior Financial Professional

    2 months ago

    Burlington, Ontario, Canada Elby Professional Recruitment Full time

    **Job Summary**Elby Professional Recruitment is seeking a highly skilled Senior Accountant to join our client's team. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a key role in the company's financial operations.**Key Responsibilities:**Develop and manage project budgets, ensuring accurate forecasting and...

  • Senior Financial Professional

    2 months ago

    Burlington, Ontario, Canada Elby Professional Recruitment Full time

    **Job Summary**Elby Professional Recruitment is seeking a highly skilled Senior Accountant to join our client's team. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a key role in the company's financial operations.**Key Responsibilities:**Develop and manage project budgets, ensuring accurate forecasting and...

  • Financial Service Professional

    1 week ago

    Burlington, Ontario, Canada Meridian Credit Union Ltd Full time

    About the Role:We are seeking a highly skilled and experienced Financial Service Professional to join our team at Meridian Credit Union Ltd. As a Senior Branch Sales Team Member, you will play a key role in providing exceptional Member Experience and driving business growth.Key Responsibilities:Understand the financial needs of our Members and provide...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Developing and maintaining strong relationships with customers to understand their financial goals and needs.Providing expert advice and guidance on investment and financial planning strategies to help customers achieve their objectives.Building comprehensive financial plans that take into account customers' individual...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Developing and maintaining strong relationships with customers to understand their financial goals and needs.Providing expert advice and guidance on investment and financial planning strategies to help customers achieve their objectives.Building comprehensive financial plans that take into account customers' individual...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Developing and maintaining strong relationships with customers to understand their financial goals and needs.Providing expert advice and guidance on investment and financial planning strategies to help customers achieve their objectives.Building comprehensive financial plans that take into account customers' individual...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWhat You'll Be Doing...Developing and maintaining strong relationships with customers to understand their financial goals and needs.Providing expert advice and guidance on investment and financial planning strategies to help customers achieve their objectives.Building comprehensive financial plans that take into account customers' individual...

  • Senior Financial Professional

    1 week ago

    Burlington, Ontario, Canada Elby Professional Recruitment Inc Full time

    Senior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our team. This role will focus on project-based accounting, costing, and other financial responsibilities.What We OfferCompetitive compensation packageCompany-paid benefitsOpportunity to work with a well-established companyResponsibilitiesProject budgeting and cost...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain a deep understanding of our customers' financial...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain a deep understanding of our customers' financial...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for customers, taking...

  • Financial Services Professional

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for customers, taking...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Role OverviewAs a Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing exceptional customer service, building strong relationships, and delivering tailored financial solutions to meet their needs.Key ResponsibilitiesConduct needs assessments to understand...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Role OverviewAs a Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing exceptional customer service, building strong relationships, and delivering tailored financial solutions to meet their needs.Key ResponsibilitiesConduct needs assessments to understand...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Financial Advisor OpportunitiesAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Proactively identify customer needs and provide tailored solutions to meet their...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Financial Advisor OpportunitiesAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Proactively identify customer needs and provide tailored solutions to meet their...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Financial Advisor OpportunitiesAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Proactively identify customer needs and provide tailored solutions to meet their...

  • Financial Services Professional

    3 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Financial Advisor OpportunitiesAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Proactively identify customer needs and provide tailored solutions to meet their...