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Financial Services Representative
Financial Services RepresentativeCanadian Imperial Bank of Commerce • Halton Hills, ON, CA
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Financial Services Representative

Financial Services Representative

Canadian Imperial Bank of Commerce • Halton Hills, ON, CA
4 days ago
Job type
  • Full-time
Job description

Overview

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 CIBC.com.

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.
  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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 you need to know

    CIBC is 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 we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

    CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

    You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

    We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

    We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

    Job Location

    380 Mountainview Rd. S

    Employment Type

    Regular

    Weekly Hours

    37.5

    Primary Recruiter

    Casandra Taylor

    Skills

  • Client Service
  • Customer Experience (CX)
  • Digital Literacy
  • Financial Products
  • Goal Planning
  • Group Problem Solving
  • Outbound Calls
  • Regulatory Requirements
  • Results-Oriented
  • #J-18808-Ljbffr

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    Financial Services Representative • Halton Hills, ON, CA

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