Financial Service Representative

Place of work Work from home
Contract type All types
Start date -
Salary -

Job details

Job description, work day and responsibilities

Full job description
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 CIBC Offers

Company address

Company Name: CIBC
You will be redirected to another website to apply.
Offer ID: #1133846, Published: 1 day ago, Company registered: 5 months ago

Other offers

Financial Services Representative - Montreal
1966login
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,...
Administrative Assistant
1966login
In a changing world, unprecedented challenges require unmatched talent. Join one of Montreal's Top Employers in 2025. We are a dynamic and growing organization having its main establishment located in downtown Montreal a...
Division Assistant
1966login
Position Information Position Number S00583 Position Title Division Assistant Division/Portfolio Student Services Department/Program Student Services Admin Location Kelowna Other Flexible Work Options Your Opportunity Re...
Financial Service Representative (Hybrid) - Outbound calls – Bilingual
1966login
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,...
Administrative Assistant-
1966login
Position # : 177866 Expected Start Date: June 16, 2025 Union: OOS Facility: Saskatchewan Health Authority City/Town: Saskatoon Department: Executive Director Office - Acute Care - Surgical Services Urban Type: Full-time ...
Financial Services Representative
1966login
scription 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 ...
Financial Services Representative
1966login
Full job description 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 strength...
Personal Finance Advisor
1966login
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and c...
Unit Assistant
1966login
Position # : 200743 Expected Start Date: June 23, 2025 Union: SEIU Facility: Saskatoon City Hospital City/Town: Saskatoon Department: Preassessment Clinic Type: Full-time regular FTE: 1 Shift Information: Days Hours of W...
Financial Service Representative, Laval-Tour Triomphe
1966login
Full job description 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 strength...
Associate Financial Advisor
1966login
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,...
Financial Services Representative - Pointe-Aux-Trembles
1966login
Full job description 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 strength...
Nursing Assistant - Repost
1966login
CancerCare Manitoba is a provincial agency which provides clinical and academic services and leadership for cancer control and the treatment of blood disorders. Our shared vision of a world free of cancer drives every me...
Financial Services Representative
1966login
Full job description 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 strength...