Financial Services Representative

Financial Services Representative

Glasgow Full-Time 21600 - 36000 £ / year (est.) No home office possible
Canadian Imperial Bank of Commerce

At a Glance

  • Tasks: Engage with clients to provide tailored financial solutions and build lasting relationships.
  • Company: Join CIBC, a leading financial institution focused on client success and community impact.
  • Benefits: Enjoy competitive salary, banking perks, wellness support, and a pension plan.
  • Other info: Embrace a culture of trust, teamwork, and continuous learning with exciting growth opportunities.
  • Why this job: Make a real difference in clients' lives while growing your career in finance.
  • Qualifications: Must have Mutual Funds License and 1 year of client-facing experience.

The predicted salary is between 21600 - 36000 £ per year.

* **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 Mailbox.careers-carrieres@cibc.com* 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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr

Financial Services Representative employer: Canadian Imperial Bank of Commerce

CIBC is an exceptional employer that prioritises a supportive and dynamic work environment, allowing Financial Services Representatives to thrive while engaging with clients and building meaningful relationships. With a strong focus on employee growth, competitive benefits, and a culture rooted in trust and teamwork, CIBC empowers its employees to achieve their personal and professional goals. The company's commitment to innovation and community engagement, alongside unique initiatives like Purpose Day, makes it a rewarding place to work for those passionate about making a difference.
Canadian Imperial Bank of Commerce

Contact Detail:

Canadian Imperial Bank of Commerce Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Representative

✨Tip Number 1

Get to know the company inside out! Research CIBC's values, services, and recent news. This way, when you chat with them, you can show off your knowledge and passion for what they do.

✨Tip Number 2

Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have. Building connections can give you an edge in the hiring process.

✨Tip Number 3

Prepare for those interviews! Think about how your skills in client engagement and relationship building can shine through. Practice answering common questions and be ready to share examples of your past successes.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the CIBC team and ready to make a difference.

We think you need these skills to ace Financial Services Representative

Client Engagement
Cash Management
Credit Knowledge
Investment Knowledge
Wealth Protection
Relationship Building
Marketing and Outreach
Technology Proficiency
Mobile Banking Applications
Goal Orientation
Critical Thinking
Trust Building
Mutual Funds License
Sales Experience
Banking Experience

Some tips for your application 🫡

Show Your Client-Centric Approach: When writing your application, make sure to highlight your passion for putting clients first. Share examples of how you've engaged with clients in the past and how you’ve gone the extra mile to meet their needs.

Emphasise Your Relationship-Building Skills: CIBC values strong relationships, so don’t shy away from showcasing your networking abilities. Talk about how you've built trust and maintained connections with clients or colleagues in your previous roles.

Demonstrate Your Tech Savvy: Since leveraging technology is key, mention any experience you have with mobile banking applications or other tech tools. Show us how you can help clients navigate their banking needs using technology.

Be Authentic and Reflect Our Values: Make sure your application reflects your true self and aligns with CIBC's values of trust, teamwork, and accountability. We want to see your personality shine through, so be genuine and relatable!

How to prepare for a job interview at Canadian Imperial Bank of Commerce

✨Know Your Financial Stuff

Brush up on your knowledge of cash management, credit, and investment strategies. Be ready to discuss how you can help clients achieve their financial goals using these tools. Showing that you understand the financial landscape will impress the interviewers.

✨Build Rapport

Since relationship building is key for this role, practice engaging with people in a friendly and authentic manner. Think of examples from your past experiences where you successfully built relationships or helped clients. This will demonstrate your passion for people and your ability to connect.

✨Showcase Your Tech Savvy

Familiarise yourself with the latest banking technologies and mobile applications. Be prepared to discuss how you would introduce these tools to clients to enhance their banking experience. This shows that you’re not just a people person but also a tech expert!

✨Emphasise Your Values

CIBC values trust, teamwork, and accountability. Reflect on how these values resonate with you and prepare to share specific examples of how you've embodied them in your previous roles. This will show that you align with the company culture and are ready to contribute positively.

Financial Services Representative
Canadian Imperial Bank of Commerce
Location: Glasgow

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