Financial Services Representative - Gatineau

We are building a relationship-focused bank for a modern world. We are recruiting talented and passionate professionals who care about doing the right thing for our clients.

At CIBC, we bet on your strengths and ambitions to give you the power to act. Our team members have what they need to make a significant contribution and be recognized, both for who they are and what they do.

Job Duties

As a member of the Personal and Small Business Banking team, you will work in a dynamic banking center where you will make a significant difference in the lives of our clients. As a Financial Services Representative, you will foster key client relationships, understand their financial and personal goals, offer informed and tailored service, and recommend products and solutions that will help them achieve financial success. You must be able to work during banking center hours, including evenings and weekends. To provide exceptional customer service, you must be able to work at different banking centers located at a reasonable distance.

*At CIBC, we offer you the best work environment to help you succeed in your role. To perform your tasks effectively, you will work full-time on-site.*

How to Succeed

• Client Engagement – Meet with clients to understand their personal and business priorities, advise them on possible solutions, and establish a long-term financial plan for them. Use your knowledge of cash management, credit, investment, and asset protection to help clients achieve their goals.
• Relationship Building – Participate in marketing and outreach activities to show clients that their clientele and community matter to you. Expand your network, deepen existing relationships, and collaborate with others to connect clients with the right people and opportunities.
• Technology Utilization – Become a technology expert. Share your knowledge by presenting our mobile banking applications to clients to help them better manage their banking needs.

Your Attributes

• You prioritize clients. You communicate to find the right solutions. You go above and beyond because it is the right thing to do.
• You have a goal-oriented approach. You are motivated by achieving your goals and give your best to contribute more.
• You care about details. You notice things others don't see. Your critical thinking helps illuminate your decision-making.
• You like people. You find meaning in your relationships with others, and your network includes a diverse group of partners. You build connections with others through your respectful and authentic attitude.
• You love to learn. Acquiring knowledge excites you. You have a great curiosity.
• You are a licensed professional. You have an up-to-date and valid license in mutual funds (successful completion of the Canadian Securities Course or the Canadian Investment Funds Course).
• You can demonstrate one year of experience working with clients and achieving sales results. Previous banking experience in a similar role is an asset.
• Values matter to you. You stay true to yourself at work and embody our values of trust, teamwork, and accountability.
• What CIBC Offers You

At CIBC, your goals are a priority. Based on your strengths and ambitions as an employee, we strive to create opportunities that will help you realize your potential. Our goal is to offer you a career, not just a paycheck.

• We strive to reward you in a personalized and relevant way, including offering a competitive salary, performance-based compensation, banking benefits, membership in an employee benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacation time, support for your well-being, and Creator of Moments, our point-based recognition social program.
• With our spaces and technological tools, it becomes easy to bring great minds together to create innovative solutions that improve things for our clients.
• We foster a culture that encourages the expression of your ambitions through initiatives like the Reason for Being Day, a paid day off that you can use to invest in your growth and development.
• Subject to the terms of the plan and program

What You Should Know

• CIBC is committed to creating an inclusive work environment where all team members and clients feel welcome. We seek candidates with a wide range of skills and offer accessible experiences. If you need an accommodation, please write to Mailbox.careers-carrieres@cibc.com.
• CIBC is committed to being clear in its hiring process. All postings aim to fill positions for which we are actively recruiting, unless otherwise stated.
• You must be legally admissible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.
• You may be asked to complete an attributes-based assessment and other skills tests (such as simulation, programming, and French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to learn more about you and everything you have to offer, and to give you the opportunity to learn more about us.
• Work Location
• 1530 Gréber Boulevard
• Employment Type
• Permanent
• Weekly Hours
• 37.5

Skills

Outbound calling, Results-driven, Regulatory requirements, Customer experience (CX), Digital literacy, Goal setting, Financial products, Group problem-solving, Customer service