Financial Services Representative

2 months ago

Summerside, Canada CIBC Full time

About CIBC

CIBC is a leading financial institution that values its clients and employees. We strive to create a workplace that is inclusive and accessible to all.

About the Role

We are seeking a Financial Services Representative to join our Personal and Business Banking team. As a member of this team, you will work in a fast-paced banking centre where you will make a meaningful difference in our clients' lives.

Key Responsibilities

  • Client Engagement
    • Meet with clients to understand their financial and personal goals
    • Advise clients on solutions and provide a forward-looking financial plan
    • Use 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
  • Leveraging Technology
    • Become a technology expert
    • Share knowledge by introducing clients to our mobile banking applications
    • Help clients better manage their banking needs

Requirements

  • Client Focus
    • Put clients first
    • Engage with purpose to find the right solutions
    • Go the extra mile because it's the right thing to do
  • Goal Orientation
    • Be motivated by accomplishing goals and delivering the best to make a difference
  • Attention to Detail
    • Notice things that others don't
    • Critical thinking skills help inform decision-making
  • People Skills
    • Find meaning in relationships
    • Surround yourself with a diverse network of partners
    • Build trust through respect and authenticity
  • Continuous Learning
    • Be passionate about growing knowledge
    • Know that there is no limit to what can be achieved
  • Certifications
    • Have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
  • Experience
    • Have 1 year of experience working with clients and achieving sales results
    • It's an asset if you have prior banking experience in a similar capacity
  • Values
    • Bring your real self to work
    • Live our values - trust, teamwork, and accountability

What We Offer

CIBC values its employees and strives to create opportunities that allow them to grow and develop their skills. We offer a competitive salary, performance-based rewards, banking benefits, access to a social benefits program, a defined benefit pension plan, and an employee stock purchase plan. We also offer vacation time, wellness support, and a recognition program based on points.

Work Environment

We are committed to creating a workplace that is inclusive and accessible to all. We offer flexible work arrangements and a range of tools and technologies to support our employees.

  • Customer Service Representative

    1 month ago

    Summerside, Canada BMO Financial Group Full time

    455 Granville Street North Summerside Prince Edward Island,C1N 4P7 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...

  • Financial Service Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    Job DescriptionAt CIBC, we're building a bank that's focused on relationships for a modern world. We're looking for talented and passionate professionals who are committed to making a difference for our clients.As a member of our Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our...

  • Financial Service Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    Job DescriptionAt CIBC, we're building a bank that's focused on relationships for a modern world. We're looking for talented and passionate professionals who are committed to making a difference for our clients.As a member of our Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our...

  • Financial Service Representative

    2 months ago

    Summerside, Canada CIBC Full time

    À propos de l'emploiNous recherchons un professionnel passionné pour rejoindre notre équipe de la Banque CIBC. En tant que Financial Service Representative, vous serez chargé de construire des relations avec nos clients, de comprendre leurs objectifs financiers et personnels, et de leur proposer des solutions personnalisées pour les aider à...

  • Financial Service Representative

    2 months ago

    Summerside, Canada CIBC Full time

    À propos de l'emploiNous recherchons un professionnel passionné pour rejoindre notre équipe de la Banque CIBC. En tant que Financial Service Representative, vous serez chargé de construire des relations avec nos clients, de comprendre leurs objectifs financiers et personnels, et de leur proposer des solutions personnalisées pour les aider à...

  • Financial Services Representative

    2 months ago

    Summerside, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values its clients and employees. We strive to create a workplace that is inclusive and accessible to all.About the RoleWe are seeking a Financial Services Representative to join our Personal and Business Banking team. As a member of this team, you will work in a fast-paced banking centre where you will...

  • Financial Services Representative

    2 months ago

    Summerside, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values its clients and employees. We strive to create a workplace that is inclusive and accessible to all.About the RoleWe are seeking a Financial Services Representative to join our Personal and Business Banking team. As a member of this team, you will work in a fast-paced banking centre where you will...

  • Financial Services Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values its clients and employees. We strive to create a workplace that is inclusive and accessible to all.About the RoleWe are seeking a Financial Services Representative to join our Personal and Business Banking team. As a member of this team, you will work in a fast-paced banking centre where you will...

  • Financial Services Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values its clients and employees. We strive to create a workplace that is inclusive and accessible to all.About the RoleWe are seeking a Financial Services Representative to join our Personal and Business Banking team. As a member of this team, you will work in a fast-paced banking centre where you will...

  • Financial Service Representative

    1 month ago

    Summerside, Canada CIBC Full time

    À propos de l'emploiNous recherchons un professionnel passionné pour rejoindre notre équipe de la Banque CIBC. En tant que Financial Service Representative, vous serez chargé de construire des relations avec nos clients, de comprendre leurs objectifs financiers et personnels, et de leur offrir des services personnalisés et des solutions adaptées à...

  • Financial Service Representative

    5 months ago

    Summerside, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Financial Service Representative

    6 days ago

    Summerside, Canada CIBC Full time

    Nous sommes à la recherche d'un expert en services financiers passionné qui souhaite rejoindre notre équipe de la Banque CIBC. En tant que représentant des services financiers, vous serez chargé de fournir des solutions personnalisées à nos clients, en tenant compte de leurs objectifs financiers et personnels. Vous travaillerez dans un...

  • Financial Service Representative

    3 weeks ago

    Summerside, Canada CIBC Full time

    Join Our Team at CIBCNous sommes à la recherche de professionnels passionnés et talentueux pour rejoindre notre équipe de la Banque CIBC. Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients.À propos de l'emploiEn tant que membre de l'équipe de la Banque CIBC, vous travaillerez dans un environnement...

  • Financial Service Representative

    3 weeks ago

    Summerside, Canada CIBC Full time

    Join Our Team at CIBCNous sommes à la recherche de professionnels passionnés et talentueux pour rejoindre notre équipe de la Banque CIBC. Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients.À propos de l'emploiEn tant que membre de l'équipe de la Banque CIBC, vous travaillerez dans un environnement...

  • Financial Service Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    Join Our Team at CIBCNous sommes à la recherche de professionnels passionnés et talentueux pour rejoindre notre équipe de la Banque CIBC. Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients.À propos de l'emploiEn tant que membre de l'équipe de la Banque CIBC, vous travaillerez dans un environnement...

  • Financial Service Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    Join Our Team at CIBCNous sommes à la recherche de professionnels passionnés et talentueux pour rejoindre notre équipe de la Banque CIBC. Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients.À propos de l'emploiEn tant que membre de l'équipe de la Banque CIBC, vous travaillerez dans un environnement...

  • Financial Service Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    Join Our Team at CIBCNous sommes à la recherche de professionnels passionnés et talentueux pour rejoindre notre équipe de la Banque CIBC. Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients.À propos de l'emploiEn tant que membre de l'équipe de la Banque CIBC, vous travaillerez dans un environnement...

  • Financial Service Representative

    4 weeks ago

    Summerside, Canada CIBC Full time

    Join Our Team at CIBCNous sommes à la recherche de professionnels passionnés et talentueux pour rejoindre notre équipe de la Banque CIBC. Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients.À propos de l'emploiEn tant que membre de l'équipe de la Banque CIBC, vous travaillerez dans un environnement...

  • Customer Service Representative

    1 month ago

    Summerside, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and providing advice and guidance on financial solutions that meet their needs.Key ResponsibilitiesIdentify...

  • Financial Services Professional

    4 weeks ago

    Summerside, Canada CIBC Full time

    We are seeking a talented and passionate professional to join our Personal and Business Banking team at CIBC.As a Financial Services Representative, you will play a key role in our clients' financial success by building strong relationships, understanding their goals, and providing tailored solutions.Our team members have the support they need to make a...