Financial Services Representative at CIBC | CAN | Rezi

Financial Services Representative at CIBC

Financial Services Representative

CIBC · CAN

4 days ago

Financial Services Representative

CIBC · CAN

4 days ago
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About the Role

We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what's right for our clients. At CIBC, we empower our team members to make a meaningful impact and value them for who they are and what they contribute.

Responsibilities

  • Foster key relationships with clients.
  • Understand clients' financial and personal goals.
  • Provide informative and tailored service.
  • Recommend the right products and solutions to help clients achieve financial success.
  • Meet with clients to understand their personal and business priorities.
  • Advise clients on solutions and provide a forward-looking financial plan.
  • Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • Grow your network and deepen existing relationships.
  • Work as one team to ensure clients are connected to the right people and opportunities.
  • Become a technology expert and introduce clients to mobile banking applications.
  • Help clients better manage their banking needs.

Requirements

  • Put clients first.
  • Engage with purpose to find the right solutions.
  • Go the extra mile.
  • Be goal-oriented and motivated by accomplishing goals.
  • Understand that details matter and use critical thinking skills.
  • Be passionate about people and build trust through respect and authenticity.
  • Be passionate about growing your knowledge.
  • Have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • Demonstrate 1 year of experience in working with clients and achieving sales results.
  • Values matter to you.
  • Bring your real self to work and live CIBC values - trust, teamwork, and accountability.
  • Be legally eligible to work at the specified location(s).
  • Where applicable, must have a valid work or study permit.
  • May be asked to complete an attribute-based assessment and other skills tests.
  • Be prepared to use artificial intelligence tools during the recruitment process.

Skills

  • Banking
  • Business Banking
  • Communication
  • Financial Products
  • Prioritization
  • Relationship Building
  • Cash management
  • Credit
  • Investment
  • Wealth protection
  • Mobile banking applications

Location

  • Toronto-Yonge & Bloor

Work Type

  • On-site full-time
  • Regular

Experience Level

  • 1 year experience in working with clients and achieving sales results
  • Prior banking experience in a similar capacity (asset)

Education Level

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Benefits

  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers recognition program
  • Purpose Day (paid day off for growth and development)

About the Company

  • CIBC is building a relationship-oriented bank for the modern world.
  • 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.
  • CIBC offers a career, rather than just a paycheck.
  • 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.

Equal Opportunity

  • 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.