Financial Services Representative Ii
6 days 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
Bracebridge
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
14 hours ago
Bracebridge, Canada Kawartha Credit Union Full time**Financial Services Representative (Permanent, Full-time)** **Location**:Bracebridge, ON **Hours**: 37.5 hours per week, Monday to Friday **Rate of Pay**: Dependent on experience **As a Financial Services Representative, you will**: - Dual role specializing in retail lending and mutual funds, recommending solutions which will enable our members to...
-
Payments & Rewards Sales Representative
1 week ago
Bracebridge, Canada PC Financial Full timeAll referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 270 Wellington St, Bracebridge, Ontario, P1L 1B9 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...
-
Customer Service Representative
2 weeks ago
Bracebridge, Canada BMO Financial Group Full timeAddress: 500 Highway #118 W Job Family Group: Retail Banking Sales & Service This is an opportunity in Bracebridge On and is permanent part time for 18.75 hours per week. 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...
-
Propane Service Technician Ii
6 days ago
Bracebridge, Canada Parkland Corporation Full timeAt Parkland, our purpose is to Power Journeys & Energize Communities. We are a prominent independent supplier and marketer of fuel and petroleum products and a leading convenience store operator. As One Parkland team, we proudly serve diverse retail, commercial and wholesale customers across Canada, the United States, the Caribbean region, and South America....
-
Propane Service Technician Ii
2 weeks ago
Bracebridge, Canada Parkland Full timeAt Parkland, our purpose is to Power Journeys & Energize Communities. We are a prominent independent supplier and marketer of fuel and petroleum products and a leading convenience store operator. As One Parkland team, we proudly serve diverse retail, commercial and wholesale customers across Canada, the United States, the Caribbean region, and South America....
-
Customer Service Representative
2 weeks ago
Bracebridge, Canada Enterprise Holdings Full timeThe Customer Assistance Representative Sr (CAR Sr) will provide a high level of customer service by assisting both internal and external customers, primarily face-to-face, supporting their branch and rental needs. The CAR Sr will gain knowledge through local training and hands-on experience to provide administrative support, service customers, and act as a...
-
Customer Service Representative
1 week ago
Bracebridge, Canada Pride Marine Group Ltd. Full time**Pride Marine Group is seeking a full-time permanent Customer Service Representative for our Bracebridge location** **Who We Are** For over 35 years, Pride Marine Group has been creating personalized watercraft experiences. We don’t just sell boats—we help bring customer’s visions for a life well lived to reality by connecting them to the vessel that...
-
Bracebridge, Ontario, Canada Kognitive Sales Solutions Full timeField Sales Representative Must have your own vehicle to travel to the following store locations: Bracebridge, Hunstville, Gravenhurst ON (PART-TIME & FULL-TIME ONSITE POSITION)Kognitive Sales Solutions, in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store....
-
Bracebridge, Canada CIBC Full timeA prominent financial institution is seeking a Senior Financial Advisor in Bracebridge to manage a dedicated client portfolio. The role emphasizes client engagement, meticulous financial planning, and exceptional service. Ideal candidates have 1.5 – 3 years in a similar role, possess CIRO-MFD certification, and thrive in building strong client...
-
Client Care Representative
15 hours ago
Bracebridge, Canada Hear Well Be Well Full time**Want to change people's lives?** **We are currently recruiting for**: Client Care Representative for **Bracebridge**, ON If you’re a caring yet driven person, with solid experience and a passion for sales and marketing, enjoy working with seniors, and want to be part of a vibrant growing organization, this may be the opportunity for you. As a Client...