Financial Services Representative II

CIBC based in Kentville, NS is inviting applications from suitable candidates for the position of Financial Services Representative. CIBC maintains an esteemed standing as a prominent Canadian financial institution, upholding a strong presence in the market. It provides a varied array of financial choices, encompassing mortgages and various investment alternatives. The organization places notable emphasis on its customer-centric approach and innovative banking solutions. CIBC remains a trustworthy ally for both individuals and businesses, nurturing financial prosperity and actively contributing to growth. The candidates selected for the vacancy will be required to start the work as soon as possible.

Job Description:

Employer Name: CIBC 
Position: Financial Services Representative II
No of Vacancies: 1
Salary: Salary is not mentioned, $32.00-$35.00 hourly estimated salary
Employment Type: Regular
Location: Maple, ON, CA
Job Location: Maple, ON
Schedule: Part time
Weekly Hours: 37.5
Requisition ID/Job ID: 2321546

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have 1 year of experience in working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset

Physical Requirements:

  • The candidate should be able to work in banking centre hours, including evenings and weekends
  • The candidate should be able to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience

Other Requirements:

  • The candidates should be individuals who prioritize clients, engaging purposefully to find the right solutions and going the extra mile because it’s the right thing to do
  • The candidates should be goal-oriented, finding motivation in accomplishing goals and delivering their best to make a meaningful difference
  • The candidates should be detail-oriented, recognizing the importance of details and utilizing critical thinking skills to inform decision-making
  • The candidates should be passionate about people, deriving meaning from relationships, and building trust through respect and authenticity, while surrounding themselves with a diverse network of partners
  • The candidates should have a love for learning, being passionate about expanding their knowledge, and understanding that there is no limit to what they can achieve
  • The candidates should be certified professionals, holding current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • The candidates should be individuals for whom values matter, bringing their real selves to work and living our values – trust, teamwork, and accountability
  • The candidates should be proficient in client relationship management, ensuring strong and enduring connections with clients
  • The candidates should possess expertise in customer experience (CX), striving to provide a positive and seamless interaction for clients
  • The candidates should demonstrate digital literacy, adapting to technological advancements and leveraging digital tools for effective service delivery
  • The candidates should have knowledge of financial products and services, offering comprehensive information and solutions to clients
  • The candidates should excel in goal planning, working towards and achieving targets through strategic planning and execution
  • The candidates should be skilled in outbound calls, effectively communicating with clients to address their needs and provide relevant information
  • The candidates should be adept at problem-solving, utilizing critical thinking skills to address challenges and find effective solutions
  • The candidates should be knowledgeable about regulatory requirements, ensuring compliance with industry standards and legal guidelines
  • The candidates should be results-oriented, driven to achieve and exceed performance targets in the financial services sector

Responsibilities:

  • The candidate should be able to work in a fast-paced Banking Centre, making a meaningful difference in our clients’ lives
  • The candidate should be able to become a Financial Services Representative, fostering key relationships with clients, understanding their financial and personal goals, providing informative and tailored service, and recommending the right products and solutions for their financial success
  • The candidate should be able to meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
  • The candidate should be able to use their knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals
  • The candidate should be able to engage in marketing and outreach activities to show clients they value them and their communities
  • The candidate should be able to grow their network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
  • The candidate should be able to become a technology expert
  • The candidate should be able to share their knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs

Benefits:

  • The candidate will have access to banking benefits
  • The candidate will be part of a benefits program
  • The candidate will be enrolled in a defined benefit pension plan
  • The candidate will have the opportunity to participate in an employee share purchase plan
  • The candidate will receive a vacation offering
  • The candidate will have access to wellbeing support
  • The candidate will benefit from MomentMakers, our social, points-based recognition program

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.

Apply Online

 

 

 

We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!

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