Financial Services Representative II - CIBC, Saint Paul

About this opportunity

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 member of the Personal and Business Banking team in Saint Paul, you will work in a fast-paced Banking Centre where you will make a meaningful difference in our clients' lives. To successfully perform the work, you will be on-site full-time.

Day-to-day

As a Financial Services Representative, 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. 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.

• 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.

Skills and experience

To qualify for this position, candidates must meet the following profile and professional requirements:

• 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, noticing things that others do not with critical thinking skills that inform your decision making.
• You are passionate about people, finding meaning in relationships and surrounding yourself with a diverse network of partners to build trust through respect and authenticity.
• You love to learn and are passionate about growing your knowledge with no limit to what you can achieve.
• You are a certified professional with 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.

About the employer

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, aspiring to give you a career rather than just a paycheck. We recognize you in meaningful, personalized ways and cultivate a culture where you can express your ambition.

• Competitive salary
• Incentive pay
• Banking benefits
• A benefits program
• Defined benefit pension plan
• An employee share purchase plan
• A vacation offering
• 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