Financial Service Representative - Contract / Secondment

CIBC; Vancouver; Remote; CAD 45,000 - 60,000; Full time

Job summary

Join a leading financial institution as an Outbound Financial Services Representative, where you'll engage with clients to suggest tailored financial products. This remote role requires excellent communication skills and a proactive approach to client needs. You'll thrive in a fast-paced environment, working independently while contributing to team goals. Ideal candidates are motivated, client-focused, and eager to learn about financial solutions.

Qualifications

• Ability to work independently in a secure workspace.
• Wired Internet connection with minimum speed requirements.

Responsibilities

• Proactively reach out to clients to suggest financial services.
• Engage in meaningful conversations to understand client needs.
• Recommend appropriate financial solutions.

Skills

Client engagement

Product knowledge

Computer savvy

Job description

What you'll be doing

You’ll work in a fast paced Contact Centre where you’ll proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns with clients through outbound calls. You’ll engage in meaningful conversations, where you’ll seek to develop an in-depth understanding of their financial needs.You’ll quickly provide information and resolutions to the client’s issues. You’re flexible to work from Monday to Friday from 9 : 00 am to 8 : 00 pm and Saturday from 10 : 00 am to 6 : 00 pm.

CIBC is transitioning to an model,for this role you will be required to work from home. The expectation and details will be confirmed if you move through the recruitment process. Even though this role is a remote position, the expectation is that you must be able to attend your primary CIBC locationwithin two hours upon request (e.g.technology / service outages, Business Contingency Planning, team meetings, celebration, events, etc.)

Ability to work independently as an with a secure workspace, in a room or office with a door that closes it off from noises and distractions.

Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate(Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15mbpsand upload speed of 10mbps)

How you’ll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Listen, ask questions, and put yourself in the client’s shoes to find the right solutions, every time.

Recommending solutions - Connect clients with the right financial solutions. Proactively suggest products that will help them to achieve their financial goals. Work with your team to ensure clients are connected to the right people and opportunities.

Product knowledge - Be an expert in CIBC’s comprehensive financial product offerings. Keep up to date with both new and existing solutions, and maintain an ongoing learning mindset.

Computer savvy- Easily navigate and focus on multiple software applications and dual monitors.

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 love to learn . You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

You’regoal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

You act like an owner . You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

You engage with your heart and mind . You care about people and understand different perspectives. You listen and learn from the experiences of others.

Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

2025-12-24

37.5

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