Financial Services Representative II
CIBC based in Toronto, ON is inviting applications from suitable candidates for the position of Financial Services Representative. CIBC maintains a prominent standing as a significant Canadian financial entity, upholding a sturdy market presence. The organization places considerable importance on its client-focused strategy and innovative banking solutions. CIBC continues to serve as a reliable partner for individuals and businesses, nurturing financial well-being and playing an active role in fostering 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, $20.00-$25.00 hourly estimated salary
Employment Type: Regular
Location: Toronto, ON, CA
Job Location: Toronto-1500 Royal York Road
Schedule: Full time
Shift: Evenings and weekends
Weekly Hours: 37.5
Requisition ID/Job ID: 2400902
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 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. 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 to deliver a great client experience
- 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. They should engage with purpose to find the right solutions and go the extra mile, because it’s the right thing to do
- The candidates should be goal-oriented and motivated by accomplishing their goals and delivering their best to make a difference
- The candidates should understand that details matter. They should notice things that others don’t, and their critical thinking skills should help inform their decision-making
- The candidates should be passionate about people. They should find meaning in relationships and surround themselves with a diverse network of partners. They should build trust through respect and authenticity
- The candidates should love to learn. They should be passionate about growing their knowledge, knowing 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 live our values – trust, teamwork, and accountability
- The candidates should have expertise in client relationship management and customer experience (CX)
- The candidates should possess digital literacy and knowledge of financial products and financial services
- The candidates should be skilled in goal planning, outbound calls, and problem-solving
- The candidates should have an understanding of regulatory requirements and be results-oriented
Responsibilities:
- The candidates should be able to work in a fast-paced Banking Centre as a member of the Personal and Business Banking team, making a meaningful difference in clients’ lives
- The candidates should be able to 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 as a Financial Services Representative
- The candidates should be able to engage in client engagement by meeting with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
- The candidates should be able to utilize their knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals
- The candidates should be able to build relationships by engaging in marketing and outreach activities to show clients they value them and their communities
- The candidates 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 candidates should be able to become technology experts and 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!