Financial Services Representative II

CIBC US; Ottawa; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share plan

Pension plan

Vacation

Wellbeing support

MomentMakers recognition

Job summary

CIBC is seeking a Financial Services Representative to join our Personal and Business Banking team in Ottawa. You will meet with clients, understand their goals, and provide tailored solutions to help their financial success.

You may work at multiple banking centres within reasonable travel distance and some evenings/weekends. You bring a year of client experience, a Mutual Funds License, and a client-first mindset.

Qualifications

• 1 year of client-facing experience with sales results is required.
• Mutual Funds License or equivalent accreditation is required.
• Accreditation and good standing in mutual funds/Canadian securities is necessary.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build and deepen client relationships through marketing and outreach.
• Use technology and banking applications to help clients manage their banking needs.

Skills

Client engagement

Relationship building

Technology adoption

Attention to detail

Learning mindset

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.comWhat you'll be doingAs 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 succeedClient 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 areYou 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.Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.What CIBC OffersAt 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*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.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 conditionsWhat you need to knowCIBC 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] 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.