Financial Services Representative II

Canadian Imperial Bank of Commerce; Peterborough; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial institution in Peterborough seeks a dedicated client advisor to engage with clients, understand their needs, and provide tailored financial solutions. The ideal candidate will possess a Mutual Funds License and have a minimum of one year of client experience. Responsibilities include leveraging technology to enhance client service and building strong relationships within the community. The role offers competitive compensation and benefits, including a defined benefit pension plan and opportunities for professional growth.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• 1+ years of experience working with clients and achieving sales results.
• Current accreditation as a certified professional.
• Strong network building and client relationship skills.

Responsibilities

• Meet with clients to understand their needs and advise on financial solutions.
• Engage in marketing and outreach activities.
• Introduce clients to mobile banking applications and technology tools.

Skills

Client engagement

Relationship building

Technology expertise

Critical thinking

Passion for learning

Team collaboration

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

* **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.* **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.* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\*, defined benefit pension plan\*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.* CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.* You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.* We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.