Financial Services Representative II

CIBC; Cornwall; On-site; CAD 50,000 - 70,000; Full time

Job summary

CIBC is seeking a Senior Financial Services Representative in Cornwall to join their Personal and Business Banking team. In this role, you will engage with clients, understand their financial goals, and provide tailored solutions. The position emphasizes relationship building and client engagement in a fast-paced banking environment. CIBC values a diverse workforce and offers a supportive work environment to help you thrive.

Benefits

Competitive compensation

Banking benefit

Wellbeing support

Employee assistance programs

Social recognition program

Qualifications

• Certified professional with current accreditation and good standing.
• Strong client engagement and relationship-building skills.
• Passionate about learning and growing knowledge in financial services.

Responsibilities

• Meet with clients to understand their priorities and provide tailored financial solutions.
• Engage in marketing and outreach activities to build relationships.
• Leverage technology to assist clients with mobile banking applications.

Skills

Banking

Customer Service

Financial Products

Investment Planning

Sales

Education

Mutual Funds License

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

You’ll be joining CIBC’s Personal and Business Banking. You’ll work in a fast-paced Banking Centre where you’ll have a meaningful impact on the lives of our clients. As a Senior Financial Services Representative, you’ll build relationships with clients, understand their goals, provide tailored service, and recommend the right products and solutions that will enable their financial success.

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 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 collaborate with others 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, enabling 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 driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• 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).
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
  
  

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
• 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.
• Subject to program terms and conditions
  
  

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 [e-mail]
• 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 tests (such as simulation, coding, French proficiency, MS Office). 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.
  
  

Expected End Date

2025-10-01

Job Location

Cornwall-Brookdale & Highway 2

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Banking, Business Banking, Commercial Mortgages, Credit Insurance, Customer Service, Educational Savings Plans, Estate Planning Advice, Financial Products, Goal Planning, Investment Planning, Investments, Lending, Personal Investments, Residential Mortgages, Retail Credit, Retirement Planning, Retirement Planning Services, Sales