Financial Services Representative (Contract) - CIBC, Stonewall

About this opportunity

CIBC is actively building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what’s right for their clients. At CIBC, your strengths and ambitions are embraced, empowering you to make a meaningful impact and be truly valued for your contributions.

As a Financial Services Representative within the Personal and Business Banking team in Stonewall, MB, you will play a vital role in making a significant difference in clients' lives. This contract position involves fostering key relationships, understanding client financial and personal goals, and providing informative, tailored service. You will recommend the right banking products and solutions to help them achieve financial success. To ensure a great client experience, flexibility to work varied banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance, is essential. This is an on-site, full-time role.

Responsibilities

• 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.
• 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.
• Become a technology expert, sharing your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Skills and experience

CIBC is seeking individuals who consistently put clients first, engaging with purpose to find the right solutions and going the extra mile. You are goal-oriented, motivated by accomplishing objectives, and dedicated to delivering your best. Attention to detail and strong critical thinking skills are crucial for informed decision-making. Passionate about people, you find meaning in relationships, build trust through respect and authenticity, and love to learn and grow your knowledge.

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Demonstrated 1 year of experience working with clients and achieving sales results.
• Prior banking experience in a similar capacity is considered an asset.

Key skills for this role include:

• Client Service
• Customer Experience (CX)
• Digital Literacy
• Financial Products
• Goal Planning
• Group Problem Solving
• Outbound Calls
• Regulatory Requirements
• Results-Oriented

About the employer

At CIBC, your professional goals are a priority. The bank strives to create opportunities that tap into your potential, recognizing employees in meaningful, personalized ways. This includes competitive compensation, a banking benefit (subject to program terms and conditions), wellbeing support, employee and family assistance programs, and MomentMakers, a social, points-based recognition program. CIBC provides modern spaces and technological toolkits to foster innovative solutions that make a difference for clients.

CIBC is deeply committed to fostering an inclusive environment where all team members and clients feel like they belong. The bank actively seeks applicants with a wide range of abilities and provides an accessible candidate experience. If you require accommodation during the application process, please contact Mailbox.careers-carrieres@cibc.com. All roles posted are actively recruiting opportunities.

Candidates must be legally eligible to work at the Stonewall, MB location and possess any necessary work or study permits. The recruitment process may involve completing attribute-based assessments and other skills tests (such as simulation or coding). CIBC utilizes artificial intelligence tools during the recruitment process to better understand applicants and provide them with insights into the organization.