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Senior Financial Services Representative (Investment) - King and Wellington
CIBC
London, ON, CANADA
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Real opportunity to grow
As one of Canada's largest employers, CIBC offers a variety of career opportunities. Our people are the key to achieving our vision of being the leader in client relationships, which is why we work hard to create an environment where all employees can excel.
We are proud to have been recently recognized as Strongest Bank in Canada, Strongest Bank in North America, and third Strongest in the world. We have also been named one of Canada's Best Diversity Employers, a Best Employer for New Canadians, one of Canada's 10 Most Admired Corporate Cultures and one of the 50 Most Socially Responsible Corporations in Canada. In addition, we have eight strong Employee Affinity Networks focused on supporting the professional and personal development of more than 3,000 members
Take a moment to picture yourself working for one of Canada's leading financial institutions, where a spectrum of possible career paths offers you remarkable choice, flexibility - and a real opportunity to grow.
Explore the possibilities
Senior Financial Services Representative (Investment) - King and Wellington
Business Unit Description: Retail Markets provides a full range of financial products and services to almost 11 million personal, business and wealth clients, as well as investment management services globally to retail and institutional clients.
CIBC Retail Markets has a broad distribution network serving clients through close to 1,100 branches, as well as CIBC Wood Gundy offices and President's Choice Financial in-store pavilions. Clients also have 24/7 access to telephone banking, online and mobile banking and online brokerage, as well as to Canada's second largest ABM network.
Relevant Job Criteria: - Full Time: 37.5 hrs/week. - Work days: Tuesday to Saturday. - Must be available to work evenings and weekends (Saturday and Sunday).
1. Resumes must be submitted online only, through the (RMS) Recruitment Management System.
2. Late submissions will not be accepted.
3. If you are a CIBC employee and wish to refer someone for this position, please register your referral as per the Talent Scout guidelines. Your referral must apply through the website.
4. CIBC thanks all applicants for their interest however only those selected for an interview will be contacted.
Job Overview: Imagine you've just helped someone with investments that will help him or her reach their goals. At CIBC, you'll enjoy an exciting sales and service career that's very rewarding, where you're making a difference in our clients lives every day. So if you haven't thought about a career with CIBC, think again.
You're a results-oriented team player who is able to understand client needs and sell a wide range of products to clients with more complex personal and small business needs. Continuously exceeding client expectations, you build lasting client relationships, and always take the initiative to assess their needs and offer the right financial solutions. Your sales experience and ability to sell is vital to promote products and services in a highly competitive market.
Key Accountabilities/Activities: 1. Provide an exceptional experience for personal and small business clients with more complex investment and credit needs through Financial Health Check conversations. 2. Respond to walk-in clients requests, including referrals regarding personal and small business needs. 3. Influence high opportunity clients to consolidate financial services with CIBC, and make referrals to colleagues as appropriate. 4. Develop and execute long term and weekly sales plans to consolidate and retain existing business and attract new business. 5. Follow up on leads and referrals by booking meetings with clients to address needs and provide appropriate solutions to any issues. 6. Accurately capture and validate client information, process and authorize transactions, obtain authorization when needed and balance entries. 7. Act as Branch Manager during his/her absences, as required.
Attributes: Sales and service oriented Thorough Strong interpersonal understanding Initiative Results orientation Teamwork and partnering Impact and influence
Requirements: CIFC (Canadian Investment Funds or Investment Funds Canada) or Canadian Securities Course (CSC) is required by twelve months from start date
Rewards
At CIBC, we're committed to providing employees with fair and competitive compensation that reflects individual contribution, business performance and related markets. Our total compensation programs are comprised of direct and indirect components. Together they reward employee capability and performance and promote employee well-being.
Benefits
Employee Share Purchase Plan
Employee Banking Offer
Recognition
At CIBC, there are formal and informal methods available to acknowledge employee and team contributions throughout the year. Formal recognition programs recognize outstanding performance by individuals and teams at CIBC. CIBC's formal programs include the CIBC Achievers Program, eAchievers and the Chairman's Council and President's Council Awards in Wood Gundy. We developed these programs to reward those who demonstrate our core values of Trust, Teamwork and Accountability.
