Financial Services Representative II

4 weeks ago


SaintJeansurRichelieu, Quebec, Canada CIBC Full time
About the Role

We're seeking a talented and passionate professional to join our Personal and Business Banking team as a Financial Services Representative II. In this role, you'll have the opportunity to foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service to help them achieve their financial success.

Key Responsibilities

- Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
- Engage in marketing and outreach activities to show clients you value them and their communities.
- Become a technology expert and share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

What We're Looking For

- You put our clients first and engage with purpose to find the right solutions.
- You're goal-oriented and motivated by accomplishing your goals and delivering your best to make a difference.
- You know that details matter and notice things that others don't, using your critical thinking skills to inform your decision making.
- You're passionate about people and find meaning in relationships, building trust through respect and authenticity.
- You love to learn and are passionate about growing your knowledge, knowing that there is no limit to what you can achieve.
- You're a certified professional with current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- You have 1 year of experience in working with clients and achieving sales results, with prior banking experience in a similar capacity being an asset.

What We Offer

- We prioritize your goals and strive to create opportunities to tap into your potential.
- We recognize you in meaningful, personalized ways, including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and Moment Makers, our social, points-based recognition program.
- 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.

Why CIBC?

- We're committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and provide an accessible candidate experience.
- We may ask you to complete an attribute-based assessment and other skills tests to get to know more about you and give you the opportunity to learn more about us.
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