Financial Services Representative - CIBC, Ormstown

Position summary

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

As a Financial Services Representative in Ormstown, you will work in a fast-paced Banking Centre where you will make a meaningful difference in our clients lives. You are flexible to work our banking centre hours which may include evenings and weekends, and you are flexible to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience. To successfully perform the work, you will be on-site full-time.

Your impact

As a member of the Personal and Business Banking team, you will 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. Your core duties include:

• Client engagement: Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan, using 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 and share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who we're looking for

We are seeking candidates who align with our values and bring the following qualities and experience to the team:

• You put our clients first, engage with purpose to find the right solutions, and go the extra mile because it is the right thing to do.
• You are goal oriented, motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter, notice things that others do not, and use critical thinking skills to inform your decision making.
• You are passionate about people, find meaning in relationships, surround yourself with a diverse network of partners, and build trust through respect and authenticity.
• You love to learn, are passionate about growing your knowledge, and know that there is no limit to what you can achieve.
• You are a certified professional with a 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.
• Prior banking experience in a similar capacity is considered an asset.

The team

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 by offering the following benefits and programs:

• Competitive salary and incentive pay
• Banking benefits and a benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering and wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day, a paid day off dedicated for you to use to invest in your growth and development