Financial Services Representative II

CIBC; Bobcaygeon; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program*

Defined benefit pension plan*

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC in Bobcaygeon is looking for a Financial Services Representative to help clients achieve their personal and business goals through tailored financial guidance and a forward-looking plan. You’ll engage clients, understand their needs, and recommend cash management, credit, investment and wealth protection solutions in a friendly, professional manner.

You’ll work on-site 37.5 hours per week, with flexibility for evenings and weekends, and may travel to nearby banking centres.

Qualifications

• Mutual Funds License in good standing (Canadian Securities Course or Investment Funds in Canada).
• 1 year of client‑facing sales experience.
• Banking experience in a similar capacity is an asset.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships through marketing and outreach to connect clients with opportunities and services.
• Introduce clients to mobile banking apps and digital tools to manage their banking needs.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Canadian Securities Course

Investment Funds In Canada

Job description

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

You’re flexible to work our banking centre hours which may include evenings and weekends.

To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

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 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.
• Relationship building – 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.
• Leveraging technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping 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 goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision making. 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). You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity. You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

• 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.

We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

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]. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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.

Job Location

Bobcaygeon

Employment Type

Regular

Weekly Hours

37.5

Skills

• Client Service
• Customer Experience (CX)
• Digital Literacy
• Financial Products
• Goal Planning
• Group Problem Solving
• Outbound Calls
• Regulatory Requirements
• Results-Oriented

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities – a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.