Financial Services Representative Ii

3 days ago


Schomberg, Canada CIBC Full time

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

**Job Description**:
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 full-time_

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 health benefits program, defined benefit pension plan, an employee share purchase plan 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

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

Schomberg

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Digital Literacy, Influencing Others, Outbound Calls, Self Confidence



  • Schomberg, Canada CIBC Full time

    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...

  • General Manager

    6 days ago


    Schomberg, Canada Foreign Express Auto Sales Services Ltd Full time

    Education: - Expérience: **Education**: - Bachelor's degree **Work setting**: - Transportation, communication and utilities **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments...


  • Schomberg, Canada Aurora Home Hardware Full time

    Looking to work for a great family-owned and operated business? Home Hardware Build Schomberg is the place for you. We have been around for 50 years and have been providing our community with a reliable knowledgeable hardware shop. We offer great competitive rates, benefits, and that forever job that you have been looking for. Punctual and Reliable - Great...


  • Schomberg, Canada Western Financial Group Full time

    Here is what a typical day looks like Prospect and up-sell to clients on all lines of business sold. Work and life balance with flexibility to create your own schedule to meet and exceed sales targets. Consistently generate quality new business by networking and building Centers of Influence to ensure a consistent stream of referral business. Promote...


  • Schomberg, Ontario, Canada Ontario Disposal Bins Full time

    Sales Representative – Disposal Bins, Porta Potty & Septic ServicesAbout the RoleWe're looking for a motivated, relationship‑driven disposal, porta potty and septic pumping sales representative to join our team. This role is perfect for someone who thrives on building relationships, understands service‑based industries, and enjoys being out in the...


  • Schomberg, Canada Western Coast Insurance Services Full time

    Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Commerical Insurance...

  • Insurance Advisor

    1 week ago


    Schomberg, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

  • Insurance Broker

    8 hours ago


    Schomberg, Canada Western Coast Insurance Services Full time

    Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Insurance Broker -...


  • Schomberg, Canada Brookdale Treeland Nurseries Full time

    Seasonal Full-Time Merchandiser Manager (6-month contract)**Summary** - BTN is currently searching for a Merchandising Manager who will represent BTN in a large box store garden center environment primarily located in the GTA but will be expected to visit stores outside the region as needed. The Merchandising Manager will work closely with the National...

  • Vp of Finance

    2 weeks ago


    Schomberg, Canada Infinite Star Full time

    **What You'll Do**: - Develop and implement financial strategies to support the company's growth objectives - Manage the company's accounting function, ensuring accurate and timely financial reporting - Lead the financial planning and analysis function, providing insight and guidance to senior management on financial performance - Oversee treasury...