Financial Services Representative II

CIBC • White Rock, British Columbia, Canada • 23h ago

What you'll be doing

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 it's the right thing to do.
You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You're 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. You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
You're 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. It's 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 you need to know

CIBC

Related Jobs

Electrical Design Engineer

Actalent • Surrey, British Columbia, Canada • 43min ago

Electrical Design Engineer

43min ago

long haul truck driver

Trident Roadlines • Surrey, British Columbia, Canada • 3h ago

Truck Driver

3h ago

Electrical Design Engineer

Actalent • Surrey, British Columbia, Canada • 3h ago

Electrical Design Engineer

3h ago

Store Warehouse Associate/Driver - Full-Time - TOMMY HILFIGER

PVH • Tsawwassen, British Columbia, Canada • 14h ago

Warehouse Associate

14h ago

Marketing Manager - Social Media and Community

Primacorp Ventures • New Westminster, British Columbia, Canada • 14h ago

Marketing Manager

14h ago

Retail Customer Service Coordinator Full Time Winners

TJX Companies • Surrey, British Columbia, Canada • 14h ago

Customer Success Coordinator

14h ago

AE - Store Team Leader (Store Manager)

American Eagle Outfitters • Surrey, British Columbia, Canada • 21h ago

Clothing

21h ago

forklift operator

Job Bank • Surrey, British Columbia, Canada • 21h ago

21h ago

Canada Registered Branch Associate - New Westminster, BC

Edward Jones • New Westminster, British Columbia, Canada • 21h ago

Environmental

21h ago

Painter

Apex Aluminum Extrusions • Langley, British Columbia, Canada • 21h ago

Environmental

21h ago