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 1 day ago
Similar jobs that could be interesting for youBased on the Financial Service Representative II in Toronto, ON vacancy
  • $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
    6 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
    3 days ago
  •  ...where they shop and helping them discover a financial product from one of Canada's trusted...  ...marketing agencies ~ The opportunity to represent a household-name Canadian brand with a...  ...experience ~ Prior experience in customer service or sales is a bonus; drive and attitude... 
    Suggested
    Hourly pay
    Permanent employment
    Full time
    Part time
    Flexible hours

    Kognitive Sales Solutions

    Toronto, ON
    7 days ago
  •  ...both Human and Kind… At  Serenia Life Financial , we’ve been helping Canadians protect...  ...our team of  Financial Insurance Representatives.  Driven, people-focused professionals who...  ...solutions Deliver exceptional client service and advice that earns lifelong trust... 
    Suggested
    Remote work
    Flexible hours

    Serenia Life Financial

    Toronto, ON
    1 day ago
  • $34.75k - $47.25k per year

     ...Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers...  ...provides advice and guidance regarding financial solutions that are in the best interests...  ....00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type.... 
    Suggested
    Full time
    Contract work
    Part time
    Day shift
    Toronto, ON
    6 days ago
  •  ...Job Title: Financial Representative (Entry-Level | Part-Time / Full-Time) Company: Primerica Location: Toronto, ON (IN PERSON) Job Overview: We are seeking motivated and dependable individuals to join our team as Financial Representatives. This is an entry-level... 
    Long term contract
    Full time
    Part time
    Flexible hours

    Primerica - Toronto, ON

    Toronto, ON
    28 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
    3 days ago
  • $45k - $90k per year

     ...Requisition Number : 227189 Job Description Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is... 
    Remplacement
    Full time
    Local area
    Shift work
    Weekend work
    Day shift

    Cintas Corporation

    Toronto, ON
    3 days ago
  •  ...We're currently looking for friendly, dependable, and motivated Customer Service Representatives to join our team. Whether you're seeking a full-time career opportunity or a flexible part-time position, we'd love to hear from you. If you enjoy helping people, solving problems... 
    Full time
    Part time
    Immediate start
    Relocation package
    Flexible hours
    Toronto, ON
    5 days ago
  •  ...We are seeking a friendly and professional Customer Service Representative to assist customers by answering questions, resolving concerns, and providing excellent support. This position offers flexibility to work remotely, on-site, or in a hybrid environment. The ideal candidate... 
    Remote work
    Flexible hours
    Toronto, ON
    3 days ago
  •  ...Crown Point Advisory Group is seeking a proactive Customer Service Representative to join our team. If you enjoy assisting others, resolving issues, and thriving in a fast-paced remote environment, we encourage you to apply. **100% Remote (Home Office)** Schedule: Monday... 
    Remote work
    Home office
    Monday to friday

    Crown Point Advisory Group

    Toronto, ON
    2 days ago
  •  ...We're looking for friendly and dependable individuals to join our team as Part-Time Customer Service Representatives. If you enjoy helping people, solving problems, and providing excellent service, we'd love to hear from you. This is a great opportunity for someone seeking... 
    Part time
    Relocation package
    Flexible hours
    Toronto, ON
    5 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
    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
    10 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
    7 days ago
  •  ...leads the way in aviation solutions. Setting the standard in aviation excellence, we redefine the way you fly, ensuring unparallelled service and unforgettable experience. Our success is driven by a team of over 550 dedicated employees who all share the same vision. As a... 
    Permanent employment
    Full time
    Rotating shift

    Execaire Aviation

    Toronto, ON
    14 days ago
  •  ...Customer Service Representative – Desjardins Agent Team Member Location: Danforth, Toronto, ON Employment Type: Full-Time | In-Office Are you ready to join a fun, close-knit team in a fast-growing industry? If you’re energetic, driven, and looking for a new challenge... 
    Full time
    Work at office

    Tracey Pether - Desjardins Insurance Agent

    Toronto, ON
    21 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
    7 days ago
  •  ...account debits and credits, ensuring all financial data is accurate and aligned with global...  ...Leadership Exposure: Opportunities to represent the department in meetings and support management...  ...Support: Provide high-quality service to internal business partners and traders... 
    Shift work

    Randstad

    Toronto, ON
    more than 2 months ago
  • $18 - $21 per hour

     ...and crucial to both customers and the business? Look no further! Volkswagen Midtown Toronto is currently looking to add a Service BDC Representative to their team in Toronto.  The Business Development Centre (BDC) Representative works with our dealership's Service department... 
    Hourly pay
    Long term contract
    Summer work
    Internship

    The Humberview Group

    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
    6 days ago
  • $101k - $158k per year

     ...Canadian-owned and operated professional services firm in our country, we are proud to work...  ....e., C-suite, EVP, SVP level) across the Financial Services Industry. You will also: identify...  ...from all qualified candidates who represent the full diversity of communities across... 
    Long term contract
    Permanent employment
    Full time
    Work at office
    Flexible hours
    Toronto, ON
    7 days 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
    Full time
    Flexible hours
    Toronto, ON
    6 days ago
  •  ...We are looking for a Personal Lines Technical Support Representative to support a team of Account Managers to ensure smooth, accurate processing...  ...and technical tasks to maintain exceptional client service Ensure all processing is completed efficiently and in compliance... 

    JobsMedia.io

    Toronto, ON
    16 days ago
  •  ...undaunted by boundaries. Sound like you? Join us for the adventure of what’s next.  About the Role As an Asset Protection Service Representative, you are the first point of contact in creating a safe, welcoming, and secure environment in our stores. Your presence on the... 
    Part time
    Immediate start
    Flexible hours

    Gap Inc.

    Toronto, ON
    15 days ago
  •  ...Canadian-owned and operated professional services firm in our country, we are proud to work...  ...like?   Our team serves clients in the financial services industry to strengthen their...  ...applications from all qualified candidates who represent the full diversity of communities across... 
    Permanent employment
    Flexible hours

    Deloitte

    Toronto, ON
    20 hours ago
  • $20 - $25 per hour

     ...Job Title: Customer Service Representative Location: Toronto, Ontario, Canada (M1X 1C5) Job Type: Full-Time Salary: $20 – $25 per hour Reporting To: Vice President – Sales Role Overview We are seeking a detail-oriented and customer-focused... 
    Hourly pay
    Full time
    Work at office

    SereneAid

    Toronto, ON
    29 days ago
  •  ...is looking for a  Business Development Representative to join our team in our North York office...  ...-driven, and eager to bring our product/services to new markets. Responsibilities:...  ...Primerica is the largest independent financial services marketing organization in North... 
    Work at office

    Primerica - Toronto, ON

    Toronto, ON
    more than 2 months ago
  • $19.84 - $25.01 per hour

     ...Requisition Number : 221419 Job Description Cintas is seeking a Customer Service Representative to provide customer service to both our internal partners and our external customers through various activities. Responsibilities include answering customer calls and providing... 
    Remplacement
    Full time
    Work at office
    Local area
    Shift work
    Day shift

    Cintas Corporation

    Toronto, ON
    4 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
    10 days ago

Do you want to receive more vacancies?

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