As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
More specifically, our team counsels financial service providers on mergers and acquisitions, joint ... Demonstrate effective priority management and the ability to work well under pressure. This is an ...
More specifically, our team counsels financial service providers on mergers and acquisitions, joint ... Demonstrate effective priority management and the ability to work well under pressure. This is an ...
... service the customer's needs Provide total financial reviews and provide appropriate ... and manage risks, and escalate non-standard, high risk transactions / activities as necessary ...
... service the customer's needs Provide total financial reviews and provide appropriate ... and manage risks, and escalate non-standard, high risk transactions / activities as necessary ...
Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m. * Employees ... Dynamic team environment and coaching from Managers. * Hybrid work environment Sun Life offers a ...
Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m. * Employees ... Dynamic team environment and coaching from Managers. * Hybrid work environment Sun Life offers a ...
Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m. * Employees ... Dynamic team environment and coaching from Managers. * Hybrid work environment Sun Life offers a ...
Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m. * Employees ... Dynamic team environment and coaching from Managers. * Hybrid work environment Sun Life offers a ...
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
This role bridges the gap between Client Service, Operational Finance, and other Administrative ... The Client Service & Trust Manager will also drive process improvement, ensure global consistency ...
This role bridges the gap between Client Service, Operational Finance, and other Administrative ... The Client Service & Trust Manager will also drive process improvement, ensure global consistency ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial ... Service Advisory Team is well supported and able to focus on the Client and their financial needs ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. You maintain close relationships with members and ...
Montreal, Canada About Us The Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.
Montreal, Canada About Us The Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.
CA$72/hr
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
CA$72/hr
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
Strive to achieve and improve service level agreements and productivity targets * Ensure documents ... and time management skills Who We Are: TD is one of the world's leading global financial ...
Financial Service Manager information
What is the highest salary for a financial manager?
What does a financial service manager do?
What salary does a finance manager get?
Who is higher, CFO or finance manager?
What is the difference between Financial Service Manager vs Financial Advisor?
| Aspect | Financial Service Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, ChFC, or similar certifications often required |
| Work Environment | Financial institutions, banks, or corporate finance departments | Individual clients, wealth management firms, or financial planning firms |
| Employer & Industry Usage | Used in banking, investment firms, and corporate finance | Commonly found in financial planning, wealth management, and independent advisory firms |
The main difference is that a Financial Service Manager oversees financial operations and manages teams within institutions, focusing on internal processes. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans. Both roles require relevant certifications and operate within the financial industry, but their daily responsibilities and client interaction levels differ.
Full-time
Retirement
Posted 9 days ago
Job description
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives. As a Financial Services Representative, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.
How you'll succeed
- 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.
Who you are
- 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.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
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.
*Subject to plan and program terms and conditions
What you need to know
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).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Ville St-GeorgesEmployment Type
RegularWeekly Hours
37.5Skills
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-OrientedAbout Canadian Imperial Bank of Commerce
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, ON, CA