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

Financial Services Represantative

Full-time

Canadian Imperial Bank of Commerce

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What youll be doing

As a member of the Personal and Business 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 tailored service and recommend the right products and solutions that will help their financial success. Youre flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience youre 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 youll be on-site full-time.

How youll 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 its the right thing to do.
  • Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference.
  • You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision making.
  • Youre 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. Youre passionate about growing your knowledge and you know that there is no limit to what you can achieve.
  • Youre 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. Its 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

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities were actively recruiting for unless stated otherwise.

  • 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 test (such as simulation coding French proficiency).

  • We use artificial intelligence tools during the recruitment process. 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

Surrey-Guildford

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 a month ago
Similar jobs that could be interesting for youBased on the Financial Services Represantative in Surrey, BC vacancy
  •  ...Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada's top non-prime lenders. For more than 40 years, we've committed to helping consumers and business owners access the money they... 
    Suggested
    Work at office
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Money Mart

    Surrey, BC
    21 days ago
  • $27.21 per hour

     ...and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members. As the largest private sector...  ...today! Your Role in Supporting Our Members: As a Financial Services Representative , you’ll be the first point of contact for our members... 
    Suggested
    Hourly pay
    Permanent employment
    Part time
    Internship
    Immediate start
    Flexible hours

    Vancity

    Surrey, BC
    12 hours ago
  •  ...Position: Appointment Setter / CSR Industry: Debt Settlement / Financial Services Work Setup: Remote Employment Type: Full-Time **Job Overview** We are seeking motivated and results-driven Customer Service Representatives / Appointment Setters to support a growing... 
    Suggested
    Full time
    Remote work

    Best Office Staff

    Surrey, BC
    a month ago
  • As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and...  ...training opportunities Industry leading technology and business services National advertising and personalized marketing collateral... 
    Suggested
    Long term contract
    Full time
    Work at office

    Financière Sun Life

    Surrey, BC
    12 hours ago
  • About The Job: I hope you are having a good day. I'm looking for a cleaner working in Surrey, British Columbia. My goal is to connect with a wonderful, exceptional person who has monthly availability. Duties: My family requires help with surface polishing, bed changing, and...
    Suggested
    Flexible hours

    Housekeeper.com

    Surrey, BC
    10 days ago
  • $60k per year

     ...Service Estimator   About Bothwell-Accurate Bothwell-Accurate Co. Ltd. has been a leader in roofing, waterproofing, cladding and glazing services across British Columbia and Ontario for over 90 years.   As we continue to grow, we're looking for a Service Roofing... 
    Bi-weekly pay
    Permanent employment
    Full time
    Contract work
    For contractors
    For subcontractor
    Work at office
    Monday to friday

    Bothwell Accurate Co. Inc.

    Surrey, BC
    more than 2 months ago
  •  ...innovation, with competitive pay and great employee programs, join the Ainsworth, a GDI company, team today! Position Summary: The Service Coordinator/Dispatcher is the initial point of contact between the customer and field personnel. Receiving calls by telephone, the... 
    Remplacement
    Full time

    Carrières Ainsworth

    Surrey, BC
    more than 2 months ago
  • $38.5 - $42 per hour

     ...Job Title: Financial Accountant Department: Accounting Industry: Natural Gas and LNG Location: Surrey, British Columbia Position...  ...Consultants Inc. (Solaris) delivers engineering and project management services for the energy industry across North America and the globe. Our... 
    Hourly pay
    Permanent employment
    Full time
    Work at office

    Solaris MCI

    Surrey, BC
    18 days ago
  •  ...Account Service Coordinator  The Account Service Coordinator is responsible for supporting the Accounts team by providing operational assistance to the Account Managers. This role ensures customer satisfaction through effective teamwork and communication with Support Centers... 
    Full time
    Contract work

    Best Office Staff

    Surrey, BC
    more than 2 months ago
  • $60k per year

     ...Bothwell-Accurate Bothwell-Accurate Company B.C. Ltd. has been a trusted leader in roofing, waterproofing, cladding, and glazing services across British Columbia and Ontario for over 90 years. With more than 60,000 completed projects, we are recognized for delivering innovative... 
    Bi-weekly pay
    Permanent employment
    Full time
    Contract work
    For contractors
    For subcontractor
    Work at office
    Monday to friday

    Bothwell Accurate Co. Inc.

    Surrey, BC
    a month ago
  • $84.5k - $120k per year

     ...face of change.  Make an impact with our ease Cloud Accounting Services team as a Manager. This diverse team of professionals are...  ...exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-... 
    Full time
    Local area
    Remote work
    Flexible hours

    Experienced Career

    Surrey, BC
    more than 2 months ago
  • $20.26 per hour

     ...Classification: Non-Exempt Job Summary: The Customer Service Coordinator (CSC) drives customer loyalty through response to inbound customer calls and proactive outbound calls. The CSC coordinates the flow of information to and from the Service Department and follows... 
    Full time
    Night shift

    Alsco Inc

    Surrey, BC
    more than 2 months ago
  • $41.69 - $49.03 per hour

     ...Overview You’re a skilled leader well-versed in accounting and financial reporting. While you possess technical expertise related to data...  ...who’s quick to provide support to ensure the highest level of service, accuracy and quality in all you do.    As the Financial Accounting... 
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    2 days per week

    Fortis BC

    Surrey, BC
    12 days ago
  • $50k - $70k per year

     ...solutions Identify opportunities to improve customer uptime and equipment performance Work closely with Operations, Parts, and Service teams to deliver fast solutions What we’re looking for Strong communication skills and confidence engaging customers Driven... 
    Long term contract
    Full time
    For contractors

    Williams Machinery

    Surrey, BC
    more than 2 months ago
  • $38.5 - $42 per hour

     ...administrer des systèmes comptables Analyser leurs données financières Assurer la conformité aux méthodes comptables...  ...vérifications internes Préparer des renseignements financiers pour un particulier, un service à l'intérieur d'une entreprise, une société ou un autre... 
    Permanent employment

    Solaris Management Consultants Inc.

    Surrey, BC
    25 days ago
  • $38.5 - $42 per hour

     ...Plan, set up and administer accounting systems Analyze clients' financial records Ensure accuracy and compliance to accounting...  ...and internal control procedure Review and examine financial services and institutions to ensure compliance with governing legislation... 
    Permanent employment

    Solaris Management Consultants Inc.

    Surrey, BC
    25 days ago
  • $5970 per month

     ...general cost accounting and budgeting activities for assigned operational group(s), including handling, and scheduling a variety of financial activities within strict guidelines and in accordance with applicable policies and procedures as established by Business Leader - Finance... 
    Full time
    Temporary work
    Local area

    FortisBC

    Surrey, BC
    6 days ago
  •  ...Driving Possibilities Position : Valet Status : Full-Time Dealership : Surrey Honda Department : Service We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle... 
    Full time

    Open Road Auto Group

    Surrey, BC
    more than 2 months ago
  •  ...the right teams with the right skills together to turn problems into solutions and challenges into moments of ingenuity. As a  Food Services  Associate / Cook , reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food... 
    Part time

    Dexterra Group Inc.

    Surrey, BC
    9 days ago
  • $62k - $82k per year

     ...face of change.  Make an impact with our ease Cloud Accounting Services team as a Senior Bookkeeper. This diverse team of professionals...  ...exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-... 
    Full time
    Remote work
    Flexible hours

    Experienced Career

    Surrey, BC
    more than 2 months ago
  • $120k - $135k per year

     ...technology solutions for dental education institutions. Shared Services teams work across both business units and the broader organization...  ...leader to oversee the Canadian accounting function, including financial reporting, controls, compliance, and transactional finance. This... 
    Work at office
    Local area
    1 day per week

    Henry Schein One

    Surrey, BC
    a month ago
  • $52.62 - $61.85 per hour

     ...belong, and grow. Join us, and together, let's shape a brighter future for B.C. Position Overview FortisBC is looking for a skilled Financial Accounting Manager to play a central role in delivering accurate, timely, and insightful financial information that supports both... 
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    2 days per week

    Fortis BC

    Surrey, BC
    12 days ago
  • $30.6 per hour

     ...Job Description Job Description Job duties   Keeping the financial records and establishing, maintaining and balancing various accounts using manual and computerized bookkeeping systems. Plan, set up and administer accounting systems. Preparing the statistical... 
    Hourly pay

    Heroistic Software Consulting Group Ltd

    Surrey, BC
    23 days ago
  •  ...electrical supplies across Western Canada and the North West Territories. We are committed to providing our valued customers excellent service and our team members the very best in an exciting and positive workplace. Job Description We are currently looking for a... 
    Full time

    Bartle

    Surrey, BC
    more than 2 months ago
  •  ...POSITION SUMMARY The Homeless Services Navigator plays a vital role in the Ministry of Housing and Homelessness by offering essential administrative and clerical support to support programs. Their responsibilities encompass providing crucial housing assistance and support... 
    Full time
    Work at office
    Flexible hours

    Métis Nation British Columbia

    Surrey, BC
    more than 2 months ago
  •  ...s confidence in the solutions that Ainsworth provides. Build and maintain good working relationship with contractors, vendors and service team members. Ability to read and understand mechanical drawings, blueprints, construction plans and written specifications Experience... 
    Full time
    For contractors

    Ainsworth

    Surrey, BC
    more than 2 months ago
  •  ...in a field environment. This role requires strong troubleshooting skills, a commitment to safety, and a focus on exceptional customer service across various industrial and commercial sites. Key Responsibilities & Major Job Functions ~ Diagnosis & Troubleshooting   :... 
    Full time

    Kaeser Compresseurs Canada

    Surrey, BC
    a month ago
  • $60k - $80k per year

     ...DRIVING POSSIBILITIES. Position: Service Advisor Status:  Full-Time Dealership: OpenRoad Toyota Peace Arch Department: Service Compensation: $60k to $80k per year We are proud of our forward-thinking culture developed over 40 years of continuous improvement... 
    Full time
    Immediate start

    Open Road Auto Group

    Surrey, BC
    a month ago
  • $140k - $160k per year

     ...DRIVING POSSIBILITIES  Position : Service Manager Status : Full-Time Dealership : OpenRoad Toyota Peace Arch Department : Service Compensation: $140k - $160k We are proud of our forward-thinking culture developed over 40 years of continuous improvement... 
    Full time
    Local area
    Immediate start

    Open Road Auto Group

    Surrey, BC
    a month ago
  • $18 - $22 per hour

     ...DRIVING POSSIBILITIES Position: Service to Sales Team Member Employment Status : Regular Full Time Dealership: Surrey Honda Department: Sales Compensation: $18 - $22 per hour We are proud of our forward-thinking culture developed over 40 years of... 
    Hourly pay
    Full time
    Immediate start

    Open Road Auto Group

    Surrey, BC
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Represantative. Be the first to apply!