Financial Services Representative II

Financial Services Representative II

Full-Time 28800 - 43200 £ / 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 opportunities for personal growth.
  • Why this job: Make a real difference in clients' lives while growing your career in finance.
  • Qualifications: 1 year of client-facing experience and a Mutual Funds License required.

The predicted salary is between 28800 - 43200 £ 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 II employer: Canadian Imperial Bank of Commerce

CIBC is an exceptional employer that prioritises client engagement and employee growth, fostering a culture of trust, teamwork, and accountability. With competitive salaries, comprehensive benefits, and unique initiatives like Purpose Day for personal development, employees are empowered to excel in their roles while making a meaningful impact in the community. Our innovative workspaces and commitment to leveraging technology ensure that you can thrive in a dynamic environment dedicated to achieving financial goals for our clients.
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 II

✨Tip Number 1

Get to know the company culture before your interview. Check out their social media and website to see how they engage with clients and employees. This will help you tailor your conversation and show that you’re genuinely interested in being part of their team.

✨Tip Number 2

Practice your client engagement skills! Role-play scenarios where you meet with clients to discuss their needs. This will not only boost your confidence but also demonstrate your ability to connect and build relationships during the interview.

✨Tip Number 3

Leverage technology to your advantage. Familiarise yourself with the latest banking apps and tools that the company uses. Bring this knowledge into your discussions to show that you’re ready to help clients manage their banking needs effectively.

✨Tip Number 4

Don’t forget to follow up after your interview! A simple thank-you email can go a long way in reinforcing your interest in the role and keeping you top of mind. Plus, it shows that you value the time they took to meet with you.

We think you need these skills to ace Financial Services Representative II

Client Engagement
Cash Management
Credit Knowledge
Investment Knowledge
Wealth Protection
Relationship Building
Networking
Technology Proficiency
Mobile Banking Applications
Critical Thinking
Sales Experience
Mutual Funds License
Teamwork
Accountability
Adaptability

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 Relationship Building: We love seeing candidates who understand the importance of building relationships. In your application, mention any experiences where you’ve successfully grown your network or deepened existing client relationships.

Demonstrate Your Tech Savvy: Since leveraging technology is key in this role, don’t forget to showcase your tech skills. Talk about any experience you have with mobile banking applications or other financial technologies that can help clients manage their banking needs.

Be Authentic and Detail-Oriented: We value authenticity and attention to detail. Make sure your application reflects your true self and includes specific examples that demonstrate your critical thinking skills and how you notice the finer details that others might miss.

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

✨Know Your Clients

Before the interview, research the company’s client base and their needs. Be ready to discuss how you would engage with clients to understand their personal and business priorities. Show that you can provide tailored financial solutions that align with their goals.

✨Showcase Relationship Building Skills

Prepare examples of how you've successfully built relationships in previous roles. Highlight your ability to grow networks and deepen existing connections. This will demonstrate that you value client relationships and understand the importance of teamwork.

✨Be a Tech Whiz

Familiarise yourself with the latest banking technologies and mobile applications. During the interview, express your enthusiasm for leveraging technology to enhance client experiences. Share any relevant experiences where you’ve helped clients navigate tech tools.

✨Demonstrate Your Passion for Learning

Talk about your commitment to continuous learning and professional development. Mention any recent courses or certifications you've completed, especially those related to finance or client engagement. This shows that you’re goal-oriented and eager to grow within the role.

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