Financial Services Representative - London, ON
Financial Services Representative - London, ON

Financial Services Representative - London, ON

Full-Time 36000 - 60000 £ / year (est.) No home office possible
Go Premium
C

At a Glance

  • Tasks: Engage with clients to provide tailored financial solutions and build lasting relationships.
  • Company: Join CIBC, a leading financial institution committed to client success.
  • Benefits: Enjoy competitive salary, banking perks, wellness support, and a pension plan.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: Must have Mutual Funds License and 1 year of client-facing experience.
  • Other info: Inclusive culture with opportunities for personal growth and development.

The predicted salary is between 36000 - 60000 £ 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 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Financial Services Representative - London, ON employer: Canadian Imperial Bank of Commerce

CIBC is an exceptional employer that prioritises client engagement and relationship building, fostering a culture of teamwork and accountability. With a commitment to employee growth through initiatives like Purpose Day and a comprehensive benefits package, including competitive salary and pension plans, CIBC offers a supportive environment where you can thrive in your career while making a meaningful impact in the community. Located in London, ON, this role provides the opportunity to leverage technology and develop lasting relationships, all within an inclusive workplace that values diversity and personal development.
C

Contact Detail:

Canadian Imperial Bank of Commerce Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Representative - London, ON

✨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 financial needs. This will not only boost your confidence but also demonstrate your proactive approach to relationship building during the interview.

✨Tip Number 3

Show off your tech-savviness! Familiarise yourself with the latest banking apps and tools that the company uses. Being able to discuss how you can leverage technology to enhance client experiences will set you apart from other candidates.

✨Tip Number 4

Don’t forget to follow up after your interview! A quick thank-you email reiterating your enthusiasm for the role and how you align with their values can leave a lasting impression. Plus, it shows that you’re serious about joining their team!

We think you need these skills to ace Financial Services Representative - London, ON

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 experience in client engagement. Share specific examples of how you've helped clients achieve their financial goals and how you prioritise their needs.

Emphasise Relationship Building: We love seeing candidates who value relationships! In your application, mention any outreach or networking activities you've been involved in. This shows us you're not just about numbers but also about people.

Demonstrate Your Tech Savvy: Since leveraging technology is key, don’t forget to mention any relevant tech skills or experiences. Talk about how you've used technology to enhance client interactions or improve banking processes.

Be Authentic and Reflect Our Values: We want to know the real you! Make sure your application reflects our values of trust, teamwork, and accountability. Share personal stories that demonstrate these qualities and how they guide your work.

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

✨Know Your Clients

Before the interview, research common financial needs and challenges faced by clients in the London area. Be ready to discuss how you would engage with clients to understand their personal and business priorities, and how your solutions can help them achieve their goals.

✨Showcase Relationship Building Skills

Prepare examples of how you've successfully built relationships in previous roles. Highlight any marketing or outreach activities you've engaged in that demonstrate your commitment to valuing clients and their communities.

✨Embrace Technology

Familiarise yourself with the latest banking technologies and mobile applications. Be prepared to discuss how you would leverage these tools to enhance client engagement and improve their banking experience.

✨Demonstrate Your Passion for Learning

Share instances where you've pursued professional development or learned new skills relevant to the financial services industry. This shows your commitment to growth and aligns with the company's values of trust, teamwork, and accountability.

Financial Services Representative - London, ON
Canadian Imperial Bank of Commerce
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>