Financial Services Representative - Universal Banker - Sainte-Julie

CIBC US; Sainte-Julie; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC is seeking a Financial Services Representative Universal Banker in Canada to help clients achieve their financial goals. You’ll meet with clients, advise on personal and business needs, and leverage technology to deliver solutions across cash management, credit, and investments.

You’ll participate in outreach to grow networks, promote digital banking, and collaborate with teammates to ensure the best client experience. A banking background and licensing support success in this role.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Mutual Funds License or equivalent accreditation is required.
• Legally eligible to work in Canada.

Responsibilities

• Meet with clients to understand personal and business priorities and provide a forward-looking financial plan.
• Advise clients on solutions using knowledge of technology, cash management, credit, investments and wealth protection.
• Engage in marketing and outreach to grow the client base and strengthen community relationships.
• Promote the use of mobile and online banking to deliver a great client experience and connect clients with the right teammates.

Skills

Client engagement

Relationship building

Sales oriented

Attention to detail

Curiosity

Technology literacy

Education

Canadian Securities Course (CSC)

Investment Funds in Canada (IFIC)

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 Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to 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 technology, 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 connect with others through respect and authenticity.You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.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’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).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.