Full-Time

On-Site

Financial Services Representative II

CCanadian Imperial Bank of Commerce (CIBC)119 Sparks Street, Ottawa, ON0

Description

This role within the Personal and Business Banking team involves working in a fast-paced Banking Centre. The Financial Services Representative II will build and foster client relationships, understand their financial and personal goals, provide tailored service, and recommend appropriate products and solutions to help clients achieve financial success. The position requires flexibility to work various banking centre hours, including evenings and weekends, and potentially at multiple banking centres within a reasonable travel distance.

What We're Looking For

Candidates will be expected to meet with clients to understand their personal and business priorities, advise on solutions, and provide forward-looking financial plans, leveraging knowledge of cash management, credit, investment, and wealth protection. The role also involves engaging in marketing and outreach activities to build and deepen client relationships, grow professional networks, and collaborate with teams to connect clients with suitable opportunities. Additionally, the representative will act as a technology expert, introducing clients to mobile banking applications to help manage their banking needs.

Ideal Candidate

Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). A minimum of 1 year experience working with clients and achieving sales results. Prior banking experience in a similar capacity is considered an asset.

Hard Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Soft Skills

Client-focused

Goal-oriented

Detail-oriented

Critical thinking

Relationship building

Passion for learning

Trust

Teamwork

Accountability

Work Hours

37.5 hours/week, flexible banking centre hours which may include evenings and weekends

Benefits

Competitive salary

incentive pay

banking benefits

comprehensive benefits program

defined benefit pension plan

employee share purchase plan

vacation offering

wellbeing support

MomentMakers (social

points-based recognition program).

Special Commitments

Must be flexible to work at multiple banking centres within a reasonable travel distance.

About the Company

Canadian Imperial Bank of Commerce (CIBC)

CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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