Financial Services Representative II
CIBC based in Bedford, NS is inviting applications from suitable candidates for the position of Financial Services Representative. CIBC holds a notable position as a substantial Canadian financial institution, maintaining a robust presence in the market. It offers a diverse range of financial options, covering mortgages and various investment alternatives. The organization places significant emphasis on its customer-centric approach and creative banking solutions. CIBC remains a reliable partner for both individuals and businesses, fostering 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, $18.00-$28.00 hourly estimated salary
Employment Type: Regular
Location: Bedford, NS, CA
Job Location: Bedford-1600 Bedford Hwy
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2402201
Requirements:
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
Experience: Candidates should have 1 year of experience in working with clients and achieving sales results. It’s an asset if they have prior banking experience in a similar capacity
Physical Requirements:
- The candidates should be flexible to work banking centre hours, which may include evenings and weekends
- The candidates should be flexible to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience
Other Requirements:
- The candidates should put our clients first, engaging with purpose to find the right solutions
- The candidates should go the extra mile because it’s the right thing to do
- The candidates should be goal-oriented, motivated by accomplishing their goals, and delivering their best to make a difference
- The candidates should have a keen awareness that details matter, noticing things that others don’t, and employing critical thinking skills to inform their decision-making
- The candidates should be passionate about people, finding meaning in relationships, and surrounding themselves with a diverse network of partners. They should build trust through respect and authenticity
- The candidates should love to learn, being passionate about growing their knowledge, and understanding that there is no limit to what they can achieve
- The candidates should be certified professionals with current accreditation and a good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- The candidates should bring their real selves to work and living our values – trust, teamwork, and accountability
- The candidates should have digital literacy skills
- The candidates should be adept at establishing and maintaining interpersonal relationships
- The candidates should have experience in face-to-face customer service
- The candidates should be skilled in influencing others
- The candidates should have experience in outbound calls
- The candidates should demonstrate a proactive approach
- The candidates should have the ability to resolve conflicts and negotiate with others
- The candidates should possess self-confidence
- The candidates should exhibit strong interpersonal skills
Responsibilities:
- The candidates should be able to work in a fast-paced Banking Centre, making a meaningful difference in clients’ lives
- The candidates should be able to operate as a Financial Services Representative, fostering key relationships with clients, understanding their financial and personal goals
- The candidates should be able to provide informative and tailored service to clients
- The candidates should be able to recommend the right products and solutions that will contribute to clients’ financial success
- The candidates should be able to engage in Client Engagement by meeting with clients to understand their personal and business priorities, advising them on solutions, and providing a forward-looking financial plan
- The candidates should be able to utilize their knowledge of cash management, credit, investment, and wealth protection to assist clients in meeting their goals
- The candidates should be able to focus on Relationship Building by participating in marketing and outreach activities to demonstrate value to clients and their communities
- The candidates should be able to grow their network, deepen existing relationships, and collaborate as one team to ensure clients are connected to the right people and opportunities
- The candidates should be able to leverage technology and become a technology expert
- The candidates should be able to share their knowledge by introducing clients to mobile banking applications, helping them 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.
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!