Financial Services Representative II
CIBC based in Aurora, ON is inviting applications from suitable candidates for the position of Financial Services Representative. CIBC occupies a distinguished status as a significant Canadian financial entity, sustaining a sturdy presence in the market. It delivers a comprehensive array of financial choices, encompassing mortgages and various investment alternatives. CIBC continues to be a trustworthy collaborator for both individuals and businesses, nurturing financial prosperity and actively contributing to expansion. 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, $16.00-$25.00 hourly estimated salary
Employment Type: Regular
Location: Aurora, ON, CA
Job Location: Aurora-660 Wellington St; East
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2401077
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 considerable experience in the relevant field
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 driven to succeed, motivated by accomplishing their goals, and delivering their best to make an impact
- 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 experience in banking, business banking, and client relationship management
- The candidates should possess strong communication skills
- The candidates should have expertise in customer engagement and customer experience (CX)
- The candidates should have knowledge of financial products
- The candidates should be skilled in goal planning
- The candidates should have experience in investments, lending, mutual funds, and residential mortgages
- The candidates should have expertise in retail credit
Responsibilities:
- The candidates should be able to work in a fast-paced Banking Centre, where they will have a meaningful impact on the lives of clients
- The candidates should be able to build 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 enable clients’ financial success
- The candidates should be able to operate as a Financial Services Representative, contributing to the overall success and satisfaction of clients
- The candidates should be able to engage in Client Engagement by meeting with clients to understand their 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 with others 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, enabling 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.
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!