Financial Services Representative II

Canadian Imperial Bank of Commerce; Regina; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Services Representative to engage with clients and provide tailored solutions to meet their financial goals. The role requires strong relationship-building skills, a commitment to client excellence, and a valid Mutual Funds License. Candidates should be flexible and capable of working at multiple locations. This full-time position offers a competitive salary and a range of benefits.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Qualifications

• Current accreditation and good standing with a Mutual Funds License.
• 1 year experience working with clients and achieving sales results.
• Prior banking experience in a similar capacity is an asset.

Responsibilities

• Meet with clients to understand their financial and personal priorities.
• Engage in marketing and outreach activities to grow your network.
• Use technology to help clients manage their banking needs.

Skills

Analytical Thinking

Banking

Building Trust

Client Relationship Management

Customer Engagement

Education

Mutual Funds License (Canadian Securities Course)

Job description

Were building a relationship-oriented 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 fast-paced 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 on-site full-time.

How youll 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 its 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 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're a lifelong learner. Youre 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 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, a 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 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 us.

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 and all that you have to offer and give you the opportunity to learn more about us.

Job Location

Regina-11th & Hamilton St

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Banking, Building Trust, Business Banking, Business Credit Cards, Cash Management, Client Loyalty, Client Relations, Client Relationship Building, Client Relationship Management, Client Service, Credit Card Sales, Critical Thinking, Customer Engagement, Customer Experience (CX), Customer Service, Defined Benefit Pension, Educational Savings Plans, Estate Planning Advice, Financial Products, Financial Services, Goal Planning, Health Benefits, Investment Funds

Required Experience :

Unclear Seniority

Key Skills

Electro Mechanical, Instrument Maintenance, Adobe Dreamweaver, Document Control Management, E-Commerce

Experience : years

Vacancy : 1