Financial Service Representative (Fulltime)
Canadian Imperial Bank of Commerce
Were building a relationship-oriented bank for the modern world. 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.
To successfully perform the work youll be on-site full-time.
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.
Share your knowledge by introducing clients to our mobile banking applications helping them to better manage their banking needs.
Your critical thinking skills help to inform your decision making.
You find meaning in relationships and surround yourself with a diverse network of partners. 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.
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.
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).
- .... Since day one, we’ve been helping Canadians break through financial barriers and take control of their futures. When traditional... ..., please click here . A day in the life of a Financial Service Representative : Build strong relationship by welcoming and engaging customers...SuggestedFull timeStart today
- ...comme vous pour en faire une réalité. Nous offrons un soulagement financier et une seconde chance lorsque les banques ne sont pas une option... ...cliquez ici . Une journée dans la vie d’un Représentant des services financiers : Établir une relation solide en accueillant et en...SuggestedWork at officeDay shift
- Randstad Canada is currently seeking experienced and highly organized Customer Service Representative to join a high-performing, collaborative team in Winnipeg. This is an exciting opportunity to grow within a company that values its people, invests in training, and offers advancement...SuggestedPermanent employmentFull timeWork at officeMonday to friday
$30.41k - $58.02k per year
Customer Service Representative (Finances) Location Winnipeg, MB : This is a customer service rep position in the financial field.Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by...SuggestedLong term contractFull timePart timeImmediate startMonday to fridayFlexible hours- ...world with tailored solutions and unrelenting advocacy so youre ready for tomorrow. The Opportunity! As the Customer Service Representative you will be the first point of contact to all clients and will be responsible for assisting clients via the phone email or in...SuggestedPermanent employmentPart time
- ...Personal and Business Banking Team youll use your expertise in financial services products and customer service to help clients as they manage their day-to-day banking needs. As a Senior Client Service Representative whether its taking the lead to answer questions assisting...Hourly payPart timeBank staffFlexible hoursAfternoon shift
- ...We are adding an Individual Financial Services Coordinator to our growing team of enthusiastic high achievers dedicated to creating a positive client experience. The individual in this role will provide administrative support to our Individual Financial Services team. **...Full timeFlexible hours
$16 - $18 per hour
Overview Languages English Education ~ No degree, certificate or diploma Experience Will train On site Work must be completed at the physical location. There is no option to work remotely. Work setting Urban area Business sector Private...Permanent employmentFull timeRemote work$19.5 per hour
WE’RE LOOKING FOR A BILINGUAL (FRENCH/ENGLISH) LEAD GENERATION AGENT !! A professional with excellent customer service and outbound calling experience to join a dynamic team in a short-term lead generation project. This FULLY REMOTE role is ideal for someone who’s confident...Weekly payContract workTemporary workRemote workMonday to fridayShift work$85 - $90 per hour
.... Responsibilities Tasks Allocate material, human and financial resources to implement organizational policies and programs... ...organization and formulate or approve policies and programs Represent the organization, or delegate representatives to act on behalf...Permanent employmentFull timeRemote work$44k per year
...Industry? Do you speak clear English and are passionate about helping people? You're in luck! We're looking for Customer Service Representatives that want to grow and evolve within a company and have a long term career ! Start date: September 24th Advantages - $...Long term contractPermanent employmentFull timeWork at officeWork from homeMonday to friday$44k per year
...tools in a timely fashion -Provide accurate responses to existing and new members while maintaining the highest level of customer service -Actively participate in an ongoing learning environment where you’ll receive developmental opportunities Responsibilities Responsibilities...Permanent employmentFull timeWork at officeMonday to fridayFlexible hours1 day per week- Randstad Canada is partnering with a seed company in Winnipeg to find a talented and fully bilingual (French/English) Customer Service Representative. If you are a team player who excels at managing customer transactions while providing essential support to a dynamic sales...Work at officeMonday to friday
$46.06k per year
...Union our values are straightforward: Do good Be better Own it Move forward The Senior Member Service Representative provides a high standard of financial service to existing and potential members processing transactions and building relationships while...Full timeFixed term contractNight shift- ...SBMFC – LA PASSION AU SERVICE DE NOTRE MISSION! Les Services de bien-être et moral des Forces canadiennes (SBMFC), c’est plus qu’un milieu... ...et à rehausser leur bien-être mental, social, physique, financier et familial. Notre personnel exécute des programmes de conditionnement...Daily paidApprenticeshipWork at officeMonday to fridayFlexible hours
$50k - $80k per year
...Job Description: Job Responsibilities: The company is in the process of establishing a new office . The role requires a financial lead to be prepared in advance for the transition phase, working independently during the initial period. Core Responsibilities: Financial...Full timeWork at officeRelocation- Randstad Staffing is currently looking for experienced Financial Controllers to join some of Winnipeg's top firms and companies! We have partnered up with several great companies that are looking for you! Do you have your CPA designation? Do you have a minimum of 5 years...Private practiceWork at officeWork from homeMonday to friday
$850 per week
Job Title: Customer Service Representative Agent Work From Home - Remote Panelists Part-Time Focus Group Participants - Remote Work From Home (Up To $850/Week) Description: Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical...Full timeContract workTemporary workPart timeCasual workLocal areaRemote workWork from homeFlexible hours$16 per hour
...create excitement and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on... ...for our client’s product Provide expectational customer service, ensuring customers have a great experience Find...Full timeFlexible hours$24 - $25 per hour
...skills #6 months+ of recent call centre or phone based customer service experience, taking a high volume of calls (40+ per day). #... ...building rapport and maintain client relationships, preferably in the financial or service industry while working independently and as part of a...Contract workWork at officeImmediate startShift work1 day per week- ...Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass... ...through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for...Long term contractFull timeLocal areaFlexible hours
$20 per hour
...#remote Are you passionate about delivering exceptional customer service? Do you thrive in a fast-paced, fully remote environment... ...love helping people? We're seeking Bilingual Customer Service Representatives (English/French) within a leading loyalty program. This is an...Long term contractPermanent employmentContract workWork at officeRemote workWork from homeMonday to fridayShift work$16 per hour
...Experience ~7 months to less than 1 year Employment terms options Evening Flexible hours Morning Day Weekend Financial benefits Commission Durée de l'emploi: Permanent Langue de travail: Anglais Heures de travail: 24 to 40 hours per week...Permanent employmentPart timeFlexible hoursWeekend workDay shiftAfternoon shiftKognitive Sales Solutions
Winnipeg, MB14 days ago$20 per hour
...Join us to build a more rewarding financial future for all Canadians At Neo, we’re on a mission to build a more rewarding financial... ...partners The Role We are looking for motivated Sales Representatives who are excited to represent Neo and be part of this movement....Hourly payFull timeContract workPart timeLocal area- ...Client Advisor / Securities Specialist / Financial Planner Location: BC-Manitoba -... ...and career growth) Industry: Financial Services /Wealth Management Company Overview... ...active Basic Securities licence (Dealing Representative) through IIROC ~5+ years experience selling...Immediate startRemote work
- ...Hours: 2015 Shared Health leads the planning and coordinates the integration of patient- centered clinical and preventive health services across Manitoba. The organization also delivers some province-wide health services and supports centralized administrative and...Work at officeShift work
- Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively ...Permanent employmentTemporary workInternshipWork at officeFlexible hours
- Member Services Rep Location Winnipeg, MB R3P 0Y6 : Benefits: Bonus based on performance Company parties Employee discounts... ...Position Overview: Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting...Part time
$37.3k - $50.4k per year
Early Referral Services (ERS) Specialist Location Hybrid work in Winnipeg, MB : Early Referral... ...between $37,300- $50,400 annually. This represents base salary only and does not represent... ...the right thing. Canada Life serves the financial security needs of more than 13 million...Full timeContract workTemporary workWork at office$55k per year
...and more. Their reputation is built on delivering exceptional service, technical expertise, and innovative supply chain solutions that... ...keep industries moving forward. We are seeking an Inside Sales Representative to join the team in Winnipeg. This role focuses on building...Long term contractWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Service Representative (Fulltime). Be the first to apply!
- financial advisor - full time Winnipeg, MB
- financial services advisor Winnipeg, MB
- conseiller financier Winnipeg, MB
- financial advisor Winnipeg, MB
- finance consultant Winnipeg, MB
- associate financial representative Winnipeg, MB
- financial planning consultant Winnipeg, MB
- associate financial advisor Winnipeg, MB
- financial advisor assistant Winnipeg, MB
- financial services associate Winnipeg, MB