Financial Services Representative II

CIBC • Woodstock, ON

8d • Onsite

About The Position

As a Financial Services Representative II within the Personal and Business Banking team at CIBC, you will work in a dynamic Banking Centre, making a significant impact on clients' lives. Your role involves building strong relationships with clients, understanding their financial and personal objectives, and delivering personalized service. You will recommend appropriate products and solutions to support their financial success. The position requires flexibility to work banking centre hours, including evenings and weekends, and the ability to work at various banking centres within a reasonable travel distance. This is a full-time, on-site role designed to optimize your work environment.

Requirements

• Client-focused approach, engaging with purpose to find the right solutions and going the extra mile.
• Goal-oriented, motivated by accomplishing goals and delivering best performance.
• Attention to detail and critical thinking skills to inform decision making.
• Passion for people, finding meaning in relationships, building trust through respect and authenticity, and surrounding yourself with a diverse network of partners.
• Eagerness to learn and grow knowledge.
• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Demonstrate 1 year experience in working with clients and achieving sales results.
• Alignment with CIBC values: trust, teamwork, and accountability.

Nice To Haves

• Prior banking experience in a similar capacity.

Responsibilities

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

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• A benefits program
• Defined benefit pension plan
• An employee share purchase plan
• A vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees