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Financial Services Representative II - Eastern Ontario

Job in Belleville, Ontario, Canada
Listing for: CIBC
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service, Financial Sales
Salary/Wage Range or Industry Benchmark: 30000 - 60000 CAD Yearly CAD 30000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Financial Services Representative II - Eastern Ontario (Multiple Locations )

Overview

Nous btissons une banque axe sur les relations pour un monde moderne.

Nous recrutons des professionnels talentueux et passionns qui ont cur de faire ce quil faut pour nos clients. la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir dagir.

Les membres de notre quipe disposent de ce dont ils ont besoin pour apporter une contribution significative et tre valoriss, la fois pour ce qils sont et ce qils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

At CIBC, we are committed to creating an inclusive setting that reflects the diversity of our clients and our communities.

We encourage candidates from historically under-represented in financial services including women, Indigenous peoples, persons with disabilities, people of color including members of the Black community and the LGBTQ+ community to apply.

Responsibilities
  • What you''ll be doing:
    As a member of the Personal and Business Banking team, youll work in a fast-paced Banking Centre where youll make a meaningful difference in our clients lives.
  • As a Financial Services Representative, youll 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.
  • Youre flexible to work our banking centre hours which may include evenings and weekends.
  • To help deliver a great client experience, youre flexible to work at multiple banking centres within a reasonable travel distance.
Success Factors
  • 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.
Candidate Profile
  • You put our clients first.
  • You engage with purpose to find the right solutions.
  • You go the extra mile, because its the right thing to do.
  • Youre goal oriented.
  • Youre 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.
  • Youre passionate about people.
  • You find meaning in relationships, and surround yourself with a diverse network of partners.
  • You build trust through respect and authenticity.
  • Youre passionate about learning and 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).
Requirements
  • 1 year experience in working with clients and achieving sales results.
  • Prior banking experience in a similar capacity is an asset.
Values

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. At CIBC, we seek individuals who value innovation, collaboration and client service.

Employment Details

Type d’emploi:
Permanent
Lieu de travail:
Belleville-199 Front Street
Heures de travail hebdomadaires: 37.5
Date de fin prévue:

Skills

Appels sortants, Ax sur les rsultats, Exigences rglementaires, Experiencia client (CX), Littratie numrique, Planification des objectifs, Produits financiers, Rsolution de problmes en groupe, Service client

Benefits
  • Rémunération concurrentielle.
  • Avantages bancaires.
  • Soutien pour votre bien-être.
  • Programmes d’aide aux employés et à leur famille.
  • Programme social de reconnaissance basé sur des points.
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