Financial Services Representative Ii

Coquitlam, BC, Canada

Job Description



We\xe2\x80\x99re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what\xe2\x80\x99s 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.com

What you\'ll be doing

As a member of the Personal and Business Banking team, you\xe2\x80\x99ll work in a fast-paced Banking Centre where you\xe2\x80\x99ll make a meaningful difference in our clients\xe2\x80\x99 lives. As a Financial Services Representative, you\xe2\x80\x99ll 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. You\xe2\x80\x99re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you\xe2\x80\x99re 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\xe2\x80\x99ll be on-site full-time.

How you\'ll succeed

  • Client 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 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 are
  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it\xe2\x80\x99s the right thing to do.
  • You\xe2\x80\x99re goal oriented. You\xe2\x80\x99re 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\xe2\x80\x99re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You love to learn. You\xe2\x80\x99re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You\xe2\x80\x99re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • You can demonstrate 1 year experience in working with clients and achieving sales results. It\xe2\x80\x99s an asset if you have prior banking experience in a similar capacity.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.


What CIBC Offers

At 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

  • Subject to program terms and conditions


What you need to know

  • CIBC 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
    Mailbox.careers-carrieres@cibc.com

  • 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


Expected End Date 2023-11-10

Job Location Coquitlam Town Centre

Employment Type Regular

Weekly Hours 37.5

Skills Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Financial Services, Goal Planning, Outbound Calls, Problem Solving, Regulatory Requirements, Results-Oriented

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Job Detail

  • Job Id
    JD2249428
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Coquitlam, BC, Canada
  • Education
    Not mentioned