Financial Services Representative

5 days ago


Fort Saskatchewan, 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

Fort Saskatchewan

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Digital Literacy, Establishing and Maintaining Interpersonal Relationships, Face to Face Customer Service, Influencing Others, Outbound Calls, Proactive Attitude, Resolving Conflicts and Negotiating with Others, Self Confidence



  • Fort Qu'Appelle, Canada Conexus Credit Union Full time

    **Fort Qu’Appelle, Saskatchewan** At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them...


  • Fort Saskatchewan, Canada Servus Credit Union Full time

    **Description**: **Hourly wage**: $19.29 - $24.12 per hour Servus is growing! We are looking for **a part-time Member Service Representative at our Fort Saskatchewan Branch.** Reporting to the Assistant Manager Member Service, you play a vital role as the face of our Credit Union. As a first point of contact in the branch, you will provide a personalized...


  • Fort Saskatchewan, 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...


  • Fort Erie, Canada BMO Financial Group Full time

    61 Jarvis Street Fort Erie Ontario,L2A 5M6 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 experience and achieve...


  • Fort Saskatchewan, 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...


  • Fort Saskatchewan, 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...

  • Summer Student

    2 weeks ago


    Fort Qu'Appelle, Canada Conexus Credit Union Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...


  • Prince Albert, Saskatchewan, SVZ, Canada Conexus Credit Union Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It's more than conducting a banking transaction, it's about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize...


  • Fort Saskatchewan, Canada Kjenner Financial Services Full time

    **Administrative Assistant Role** **Job Title** Administrative Assistant Kjenner Financial Services, a branch of Sun Life, located in Fort Saskatchewan is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team. We strongly value a team-oriented individual that can take initiative across a broad range of...


  • Fort Erie, Ontario, Canada Desjardins Insurance Full time

    Company DescriptionDesjardins Insurance Agents is part of the Desjardins Group, the largest cooperative financial group in Canada. Desjardins Insurance offers insurance products and services through Certas Home and Auto Insurance Company and Desjardins Financial Security Life Assurance Company.Role DescriptionThis is a full-time on-site Customer Service...