Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Service Representative II

Full-time

CIBC

Job Responsibility: We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's 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'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives. As a Financial Services Representative, you'll 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're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're 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'll 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's the right thing to do.
  • You're goal oriented. You're 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're 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're passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You're 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's 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 aspire to give you a career, rather than just a paycheck.
  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
  • Subject to plan and 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 View email address on ca.edajobs.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.
  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location Toronto-One Toronto Street Employment Type Regular Weekly Hours 37.5 Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Financial Service Representative II in Toronto, ON vacancy
  •  ...Banking team youll work in a fast-paced Banking Centre where youll make a meaningful difference in our clients lives. As a Financial Services Representative youll foster key relationships with clients understand their financial and personal goals provide informative and... 
    Suggested
    Full time
    Bank staff
    Flexible hours
    Afternoon shift

    Canadian Imperial Bank of Commerce

    Toronto, ON
    5 hours ago
  • $19 - $20 per hour

     .... Since day one, we’ve been helping Canadians break through financial barriers and take control of their futures. When traditional...  ...tomorrow — starting today.  A day in the life of a Financial Service Representative :  Build strong relationship by welcoming and engaging... 
    Suggested
    Full time
    Start today

    easyfinancial

    Toronto, ON
    11 days ago
  •  ...through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls. .WHAT...  ...Development Health & Well-being Communication & Feedback CI Financial is an independent company offering global wealth management and... 
    Suggested
    Internship
    Work at office

    CI Financial

    Toronto, ON
    2 days ago
  •  ...About The Job Primerica a leading the Financial Services Company , with over 47 yrs of industry sucess. We are looking for driven and ambitious individuals to grow our team of Financial professionals. If you have a passion for helping others achieve their financial... 
    Suggested
    Full time
    Part time
    Immediate start

    Primerica - Toronto, ON

    Toronto, ON
    10 days ago
  •  ...career where your income reflects your effort. At Serenia Life Financial, you'll have the opportunity to help Canadian families achieve...  ...and community engagement. Deliver exceptional ongoing client service. Continue learning through ongoing professional development.... 
    Suggested
    Long term contract
    Remote work

    Serenia Life Financial

    Toronto, ON
    7 days ago
  • $27.7 - $37.89 per hour

     ...As a Technician II - Service with Bosh Building Technologies, you will collaboratively review, understand, analyze and implement installation...  ...DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully... 
    Full time
    Contract work
    Work at office
    Flexible hours
    Night shift

    Bosch Building Technologies

    Toronto, ON
    9 days ago
  • $32.25 - $35.84 per hour

     ...information, and protect company assets. Welcome and acknowledge all guests according to company standards, anticipate and address guests’ service needs, assist individuals with disabilities, and thank guests with genuine appreciation. Adhere to quality expectations and standards... 
    Hourly pay
    Remplacement
    Full time
    Remote work
    Worldwide
    Shift work
    Weekend work

    Marriott International, Inc

    Toronto, ON
    2 hours ago
  •  ...The Cleaning Services Worker II cleans and maintains assigned area(s) to meet customer and client satisfaction. Essential functions and responsibilities of the position may vary by Aramark location based on client requirements and business needs.  Job Responsibilities... 
    Flexible hours

    Aramark

    Toronto, ON
    2 hours ago
  • $84k - $140k per year

     ...Canadian-owned and operated professional services firm in our country, we are proud to...  ...advising on their tax implications Support financial statement audits from a tax perspective,...  ...us as a people-first organization. Some representative examples include: $4,000 per year for... 
    Permanent employment
    Flexible hours

    Deloitte

    Toronto, ON
    20 hours ago
  • Enter here Job Responsibilities Enter Job Responsibilities here Qualifications Enter Job Qualifications here Education

    Aramark

    Toronto, ON
    6 days ago
  • $69.46k per year

     ...private sector. VPRI provides a full range of services including guidance to faculty, staff and...  ...an environment that is inclusive and representative of the diverse and talented innovators...  ...and sponsor organizations. As the Financial & Business Services Coordinator, you will... 
    Full time
    Shift work

    University of Toronto

    Toronto, ON
    7 days ago
  •  ...America, we are guided by a common purpose to help make financial lives better through the power of every connection....  ...difference. Join us! About the Role The role of the IP Services Technology Operations Specialist II is to act as the technical subject matter expert... 
    Full time
    Flexible hours

    Bank of America

    Toronto, ON
    5 days ago
  •  ...About The Job Primerica is a leading company in the Financial Services industry. We are seeking ambitious individuals from all backgrounds to join our team of professionals. If you have a passion for helping others achieve their financial goals, are a natural networker,... 
    Full time
    Part time

    Primerica - Toronto, ON

    Toronto, ON
    10 days ago
  • $47.39k per year

     ...Caledon, Ontario, offering a wide range of services through a social enterprise model that...  ...: The Information Services Representative is directly supervised by the Manager, Information...  ...Conducting regular checks and balancing financial transactions against sales Assisting... 
    Full time
    Work at office
    Local area

    University of Toronto

    Toronto, ON
    12 days ago
  •  ...Job Title: Customer Service Representative Company: Primerica Financial Services Location: Toronto Canada Employment Type: Full-Time/Part-Time About Primerica: At Primerica Financial Services, we are committed to helping families and individuals achieve financial... 
    Long term contract
    Permanent employment
    Full time
    Part time
    Work at office

    Primerica - Toronto, ON

    Toronto, ON
    14 days ago
  • $81.13k - $141.24k per year

     ...of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Cyber Risk Consultant - Financial Services - Remote to join our team in Halifax, Toronto, Nova Scotia (CA-NS), Canada (CA).   Senior Cyber Risk Consultant – Financial... 
    Long term contract
    Temporary work
    Work at office
    Remote work
    Flexible hours

    NTT DATA Services

    Toronto, ON
    20 hours ago
  • $45 - $60 per hour

     ...French. * Provide accurate product information, order status updates, and resolution of billing or delivery issues within established service-level agreements. * Support patients enrolled in Novartis Patient Support Programs, including reimbursement navigation, adherence... 
    Hourly pay
    Work at office
    Remote work
    Flexible hours

    NGI Glass

    Toronto, ON
    12 days ago
  • $33 per hour

     ...Job Responsibility: QA Automation Developer - Financial Services Job Overview We are seeking a QA Automation Developer with expertise in Acceptance & Integration Certification Frameworks to join our quality assurance team. This role will focus on ensuring the reliability... 
    Hourly pay
    Full time
    Fixed term contract
    Remote work

    SQA Canada Inc

    Toronto, ON
    7 days ago
  • Please note that this position has access to customers details therefore requires employees to be able to obtain and maintain licensing in all jurisdictions Ballys operates in. By applying for this role, and supplying the necessary details, you hereby grant us permission to...
    Full time

    Bally’s Corporation

    Toronto, ON
    16 days ago
  •  ...dining at 360 the Restaurant at CN Tower, and the thrilling EdgeWalk experience. Short Summary To provide CN Tower guests with superior service through friendly interactions, service excellence and efficient guest flow control. Work in any/all Guest Services areas providing... 
    Part time
    Flexible hours
    Night shift
    Rotating shift
    Weekend work
    Afternoon shift

    CN Tower

    Toronto, ON
    16 hours ago
  •  ...Role Overview As the Local Store Manager for Moomoo Financial Canada, you wiIl lead the day-to-day operations of our physical storefront...  ...foster a culture of financial expertise and customer-centric service, and collaborate on optimizing the store environment to drive... 
    Full time
    Internship
    Work at office
    Local area

    moomoo

    Toronto, ON
    15 days ago
  •  ...Job Responsibility: Requisition Number : 177871 Cintas is seeking a Route Service Sales Representative to manage and grow customer accounts in the Rental Division. Route Service Sales Representatives drive a truck along an established route and service and sell within... 
    Weekly pay
    Full time
    Shift work
    Day shift

    Cintas

    Toronto, ON
    5 days ago
  •  ...position provides direct client service in a call-center type-...  ...lien postponements as well as financial hardship inquiries and recommend...  ...record check. This position is represented by OPSEU and the employee...  ...relatives à des difficultés financières et faire des recommandations... 
    Long term contract
    Permanent employment
    Full time
    Temporary work
    Work at office
    Remote work
    Home office
    Flexible hours
    Day shift

    Legal Aid Ontario

    Toronto, ON
    7 days ago
  •  ...he Customer Service Representative (CSR) is the primary customer service / operations contact with the customer. The CSR is also the primary operations contact with ZIM Logistics’ overseas offices & agents. The CSR conducts effective and efficient handling of shipments to ensure... 
    Local area
    Overseas

    ZIM

    Toronto, ON
    8 days ago
  • $82.5k - $90k per year

     ...the Role Join a dynamic and engaging team that thrives on collaboration, innovation, and growth. The Associate role within our Financial Services Group is an exciting, transformative opportunity to contribute to meaningful projects for leading financial services... 
    Full time

    optimussbr

    Toronto, ON
    26 days ago
  •  ...experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for...  ...Career with us... Farm Boy takes pride in growing a team that represents the best in the business. Join us for the career you’re craving!... 
    Part time
    Work at office
    Local area
    Afternoon shift

    Farm Boy Inc.

    Toronto, ON
    26 days ago
  • $53k - $63k per year

     ...Aviso At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization...  ...looking to fill an open role with an incredible Customer Service Experience Representative to join our Contact Centre team for 6 months. We are... 
    Little job
    Full time
    Temporary work
    Internship

    Aviso Wealth

    Toronto, ON
    12 days ago
  •  ...CMG Marketing, a full-service marketing, contact center, and program management company, is seeking a highly skilled and experienced Program Administration / Customer Service Representative to join our team. Our company is dedicated to helping our clients achieve their program... 
    Full time
    Work at office

    CMG Marketing

    Toronto, ON
    22 days ago
  • $40.63k - $50.79k per year

     ...profits with a purpose" philosophy in every financial transaction, product, interest rate, and...  ...:  Positive, un-big bank like service experience delivered through Member-facing...  ...matter what role you play.  Member Service Representative  DUCA is currently looking for a full-... 
    Full time
    Work at office
    Local area

    DUCA Financial Services Credit Union Ltd.

    Toronto, ON
    15 days ago
  •  ...collaborative community that invites you to contribute beyond the scope of client delivery.      In this role, you'll collaborate with financial services companies, demonstrating your expertise in providing transformative solutions. At CrossCountry Consulting, we're dedicated to... 
    Full time

    crosscountry-consulting

    Toronto, ON
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Service Representative II. Be the first to apply!