Financial Services Representative II

Canadian Imperial Bank of Commerce; Kitchener; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading bank in Canada is seeking a Financial Services Representative to join the Personal and Business Banking team in Kitchener. This role involves engaging with clients, understanding their financial goals, and offering tailored solutions. Candidates should have a passion for customer service and possess the necessary certifications. The bank offers a supportive culture that values your strengths and ambitions, enabling a fulfilling career.

Benefits

Competitive salary

Incentive pay

Employee share purchase plan

Vacation offering

Wellbeing support

Social points-based recognition program

Paid day off for personal growth

Qualifications

• 1 year experience working with clients and achieving sales results.
• Certified and in good standing with current Mutual Funds License.

Responsibilities

• Understand clients' financial goals and recommend tailored financial solutions.
• Engage in marketing and outreach activities to deepen relationships.
• Introduce clients to mobile banking applications to enhance their experience.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Job description

Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What youll be doing

As a member of the Personal and Business Banking team youll work in a fastpaced Banking Centre where youll make a meaningful difference in our clients lives. As a Financial Services Representative youll 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. Youre flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience youre 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 youll be onsite fulltime.

How youll succeed

• Client engagement Meet with clients to understand their personal and business priorities advise them on solutions and provide a forwardlooking 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 its the right thing to do.
• Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision making.
• Youre 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. Youre passionate about growing your knowledge and you know that there is no limit to what you can achieve.
• Youre 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. Its an asset if you have prior banking experience in a similar capacity.
• 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 aspire to give you a career rather than just a paycheck.

We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program

• an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social pointsbased 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.

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.

• Subject to plan and 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

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 attributebased 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.

Job Location

Kitchener120 The Boardwalk

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 ResultsOriented

Required Experience :

Unclear Seniority

Key Skills

Experience : years

Vacancy : 1

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