Financial Services Representative II

CIBC • Toronto, ON

9d • Onsite

About The Position

As a member of the Personal and Business Banking team, you will work in a fast-paced Banking Centre, making a meaningful difference in clients' lives. This role involves fostering key relationships with clients, understanding their financial and personal goals, providing informative and tailored service, and recommending appropriate products and solutions for their financial success. The position requires flexibility to work banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance. The work environment is optimal for thriving in the role, requiring full-time on-site presence.

Requirements

• Put our clients first
• Engage with purpose to find the right solutions
• Go the extra mile, because it’s the right thing to do
• Motivated by accomplishing your goals and delivering your best to make a difference
• Notice things that others don't
• Critical thinking skills to inform your decision making
• Passionate about people
• Find meaning in relationships, and surround yourself with a diverse network of partners
• Build trust through respect and authenticity
• Passionate about growing your 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
• Bring your real self to work and live our 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
• 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
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• 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