Customer Service Representative – Korean or Mandarin/Cantonese speaking required – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $33850 – 44000 per year

Job date: Sat, 21 Jun 2025 23:47:09 GMT

Job description: Application Deadline: 06/29/2025Address: 5516-5522 Yonge StreetJob Family Group: Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Identifies customer needs and initiates referrals to BMO colleagues.
  • Supports customer requests for banking services, including handling transactions and customer inquiries.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Escalates complex or unresolved customer situations to managers as required.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
  • High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
  • Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
  • Projects a professional presence.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • A focus on delivering a personal experience to customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills – Basic (in business environment).
  • Organization skills – Basic (in business environment).
  • Collaboration & team skills – Basic (in business environment).

Salary: $33,850.00 – $44,000.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:About UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Summary: Retail Banking Sales & Service

Application Deadline: 06/29/2025
Location: 5516-5522 Yonge Street
Salary: $33,850.00 – $44,000.00

Role Overview:

The position involves delivering exceptional service in retail banking, identifying customer needs, and providing tailored financial solutions. Collaboration with branch colleagues and various channels is essential to enhance the customer experience and meet business objectives.

Key Responsibilities:

  • Provide advice on banking services and financial solutions to customers.
  • Initiate referrals to BMO colleagues and manage banking transactions.
  • Engage customers in needs-based conversations and address inquiries.
  • Ensure operational tasks, such as cash management and filings, are executed accurately.
  • Maintain compliance with legal and regulatory standards.
  • Foster a collaborative environment within the branch.

Qualifications:

  • No prior experience required; a relevant post-secondary degree or certification is preferred.
  • Proficiency in digital tools and social media.
  • Strong interpersonal skills and customer focus.
  • Basic organizational and problem-solving skills.
  • An aptitude for teamwork and communication.

Benefits:

  • Health insurance, tuition reimbursement, retirement savings plans, and performance incentives.
  • Strong commitment to inclusivity and support for employee growth.

BMO seeks candidates who embody its purpose of making a positive impact and offers comprehensive training and resources for professional development.

Scotiabank – (Mandarin/Cantonese) Manager, Client Services & Sales, Scotia iTRADE – Toronto, ON – Toronto, ON

Company: Scotiabank

Location: Toronto, ON

Expected salary:

Job date: Fri, 23 May 2025 00:15:23 GMT

Job description: Requisition ID: 226226Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Manager’s primary focus will be to coach a team of Customer Service Representatives (CSRs) and IIROC licensed Investment Representatives (IRs) and act as the first line of contact for the team, ensuring they are customer-focused, and high performing goal focused team that provide excellent customer experiences and drive change and innovation.The Manager is responsible for providing guidance and direction to their team related to product knowledge, customer service behaviors, and process and policy support and system functionality.Major Accountabilities1. Leadership and coaching to motivate and develop individual CSRs/IRs performance on the service team by:

  • Ensuring all CSRs/IRs have established annual performance objectives that are aligned with business plans and tracking individual performance against objectives. CSR/IR PARs and one-on-one discussions to be completed by the Manager with Senior Manager or Director final sign-off.
  • Following Management Disciplines as outline to support our Customer Experience Model (CEM):
  • Engaging in coaching as an ongoing observational activity with team by providing relevant feedback and coaching during live call observations, side by side, group coaching and skill building
  • Reviewing CSR/IR customer interactions including live calls, recorded calls, and service observations to identify coaching and development opportunities, common challenges within team and possible solutions.
  • Regularly scheduling one-on-one coaching with CSRs/IRs to recognize success, help overcome obstacles and set focus.
  • Ensuring regular visibility on the floor to foster and develop a strong, positive team environment, driving employee empowerment, innovation and a high degree of employee engagement.
  • Rewarding success and managing non-performance of team and managing day-to-day employee relations issues.
  • Identifying and supporting training and developmental needs of team members. Responsible for delivering skill builds.
  • Leading team meetings to acknowledge positive results, communicate the team’s focus, review the team’s goals and priorities, share best practices, successes and address challenges.
  • Driving the internal communication process by ensuring the team is aware of business changes, key projects, and corporate goals and ongoing critical changes affecting customers and employees, in order to improve the day to day efficiency of the Centre as well as customer service overall.
  • Support new staffs with onboarding and transition from training to the floor and ensuring Personal Development Plans is a priority for team
  • Leverage coaching techniques and utilizing technologies to regularly and effectively engage team members based in a remote location (as required).

2. Actively promote the delivery and achievement of industry leading customer service by:

  • Having a clear understanding of the Centre’s financial and non-financial goals. Monitoring individual and team results against targets. Independently devising and implementing tactical responses to specific performance issues within the team to correct any negative trends.
  • Acting as the first level escalation point for team, resolving issues and negotiating compromises by proactively taking over a customer call (service recovery conversation/basic case investigation) when required. Leveraging these situations as coaching opportunities to provide direction, guidance and support to team members. Makes determination when escalations should be escalated to the Client Care Team.
  • Acting as a change agent, leading, motivating and supporting CSRs/IRs through changes.
  • Ensuring that every customer experience is consistent with the CEM service standards and providing value-add customer service through leading by example.
  • Liaising with other Managers to identify common issues/trends and executing effective solutions.
  • Actively reviewing CMS and Verint reports/platform for short, medium and long calls to improve efficiency.

3. Contribute to the maximization of team efficiency by:

  • Managing agent productivity (e.g. customer commitment/available time, readiness, non-talk, etc.), schedule adherence, and staffing levels within the team to maintain optimal team performance.
  • Identify and reduce knowledge gaps by proactively managing team development/training (IIROC licensing maintenance, product knowledge, CSI/CGI knowledge etc.) for team to provide effective and efficient service.
  • Ensuring team’s adherence to Scotiabank’s policies and procedures, general compliance (e.g. KYC, AML, and Privacy Laws), Scotiabank’s Guidelines for Business Conduct and any supplemental guidelines or codes of conduct applicable to SiT. Where applicable, team’s compliance with IIROC/OSC guidelines.
  • Ensuring timely escalation of complex issues/obstacles/trends to the Client Care team and/or applicable business area as appropriate with recommendations/solutions.
  • Ensuring team members are familiar with the Business Continuity plan and responsible for enacting plan, when required.
  • Proactively identifying trends among team related to customer satisfaction/retention, agent knowledge, productivity, etc. and bringing forward to your direct Manager with recommendations.
  • Identifying system issues and enacting back-up procedures as necessary.

4.Contribute to the effective functioning of the SiT by:

  • Building effective working relationships across the team and with various business lines and corporate functions.
  • Facilitating a culture of open and honest communication by actively participating and contributing to touch bases, team meetings, encouraging the generation of new ideas and approaches and actively sharing the knowledge and experience to enhance the development of all team members.
  • Keep up to date with usage of internal platforms (e.g. SOL, FlightDesk, Mobile, SCORE)
  • Develop and execute meaningful Personal Develop Plans with team

Education/Work Experience/DesignationsEducation:

  • University Degree, Post-secondary education in business or other related disciplines is an asset.
  • Industry courses that are required:
  • Canadian Securities Course (CSC),
  • Conduct and Practice Handbook (CPH)
  • Options Licensing DFOL
  • Asset – Current registration at the supervisory level with the Investment Industry Regulatory Organization of Canada (IIROC), Branch Managers, Option Supervision
  • Languages: Mandarin/Cantonese fluency is required

Work Experience:

  • 3-5 years of brokerage/financial industry, and or call centre experience preferably in a management or coach-type role
  • Previous management/leadership experience required; excellent team leadership, coaching and mentoring skills
  • Proven ability in achieving sales results, and able to coach service and sales attributes to team
  • Strong customer service experience, including a high degree of judgment/organizational skills and problem-solving skills to deal with diverse/complex customer service issues and demonstrated ability to negotiate resolutions to disputes
  • Proven ability to influence and motivate others
  • High degree of flexibility required to adapt to a wide variety of tasks and functions and the ability to work in a fast-paced, dynamic environment
  • Strong written and verbal communication skills
  • Solid understanding of omni channel agents and digital environment
  • Ability to take initiative in creating new processes that support and help achieve business objectives
  • Demonstrated relationship building skills to ensure co-operative working relationships with team members, colleagues and business partners
  • Excellent time management skills
  • Thorough knowledge of PC user programs including advanced analytics using Excel or similar programs.

Working Conditions:The Manager works in a Contact Centre environment, in which extended/non-standard operating hours are required to accommodate service level agreements. As such, the Manager may be requested to work overtime during peak season and/or periods of increased volumes to meet deadlines or unplanned operating problems and some Federal/Provincial stat holidays. Working extended hour shifts may also be requested based on business needs.Location(s): Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Financial Services Representative II (Mandarin/Cantonese) – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sat, 21 Dec 2024 04:20:48 GMT

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 visitWhat you’ll be doingAs 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.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 OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 tests (such as simulation, coding, French proficiency, MS Office). 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 Toronto-Leslie and FinchEmployment Type RegularWeekly Hours 37.5Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

CIBC is seeking talented and passionate professionals to join their team and be dedicated to doing what’s right for their clients. As a Financial Services Representative, you will be responsible for fostering relationships with clients, understanding their goals, and providing tailored financial solutions. The ideal candidate is client-focused, goal-oriented, detail-oriented, and passionate about building relationships. CIBC offers competitive salary, benefits, and opportunities for career growth and development. They are committed to creating an inclusive environment where all team members and clients feel like they belong. Job location is in Toronto, and candidates must be legally eligible to work in the specified location. Skills required include client service, digital literacy, financial products, goal planning, and regulatory requirements.

Financial Services Representative II (Mandarin/Cantonese) – CIBC – Markham, ON

Company: CIBC

Location: Markham, ON

Expected salary:

Job date: Sat, 30 Nov 2024 05:50:34 GMT

Job description: protection to help clients meet their goals. Relationship building – Engage in marketing and outreach activities to show clients… Hours 37.5 Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group…

Financial Services Representative II (Mandarin/Cantonese) – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Thu, 05 Dec 2024 04:36:23 GMT

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 visitWhat you’ll be doingAs 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.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 OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 tests (such as simulation, coding, French proficiency, MS Office). 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 4256 Sheppard Avenue EastEmployment Type RegularWeekly Hours 37.5Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

CIBC is a relationship-oriented bank seeking talented professionals dedicated to serving clients. As a Financial Services Representative, you will work in a Banking Centre, building relationships with clients, understanding their goals, and recommending financial solutions. Successful candidates are client-focused, goal-oriented, detail-oriented, and passionate about people. CIBC offers competitive benefits, a supportive environment, and opportunities for growth. The bank prioritizes inclusivity and accessibility for all team members and clients. The job location is 4256 Sheppard Avenue East, with a regular workweek of 37.5 hours. Key skills include client service, digital literacy, financial products, and goal planning.

Associate Financial Advisor (Mandarin/Cantonese) – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sun, 10 Nov 2024 06:05:00 GMT

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 visitWhat you’ll be doingAs 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 an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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.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. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
  • 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.
  • Business development – Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
  • 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 connect with others through respect and authenticity.
  • You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
  • You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
  • You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
  • You’re a certified professional (Ontario). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing. You have obtained the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

What CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 tests (such as simulation, coding, French proficiency, MS Office). 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 Toronto-Leslie and FinchEmployment Type RegularWeekly Hours 37.5Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

CIBC is looking for talented professionals to join their relationship-oriented bank, where employees are empowered and valued. As an Associate Financial Advisor, you will work in a fast-paced environment, engaging with clients to understand their needs and provide personalized financial solutions. Key responsibilities include client engagement, relationship building, business development, and leveraging technology. The ideal candidate is client-focused, goal-oriented, detail-oriented, passionate about people, loves to learn, and holds relevant certifications. CIBC offers competitive benefits and opportunities for career growth. The company is committed to creating an inclusive environment and providing accessible candidate experiences. The job is located in Toronto and may require completion of skills assessments.

Investment and Retirement Planner – Bilingual (Mandarin/Cantonese) – Royal Bank of Canada – Toronto, ON

Company: Royal Bank of Canada

Location: Toronto, ON

Expected salary:

Job date: Thu, 07 Nov 2024 06:59:06 GMT

Job description: their needs Develop external business referral sources through networking, marketing, and your centers of influence… acquisition skills Ability to cultivate strong partner relationships Digital Savviness, ability to effectively utilize mobile…

Financial Services Representative II (Mandarin/Cantonese) – CIBC – Markham, ON

Company: CIBC

Location: Markham, ON

Expected salary:

Job date: Sun, 03 Nov 2024 03:12:26 GMT

Job description: protection to help clients meet their goals. Relationship building – Engage in marketing and outreach activities to show clients… Hours 37.5 Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group…

Field Marketing Representative (Mandarin/Cantonese Speaking) – Kognitive Sales Solutions – Markham, ON

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Location: Markham, ON

Expected salary:

Job date: Sat, 05 Oct 2024 07:24:47 GMT

Job description: excitement and connections with consumers in-store. As a Field Marketing Representative, you will be educating clients… marketing agencies in Canada Work on behalf of one of the most trusted iconic brands in Canada Career growth opportunities…

Financial Services Representative II (Mandarin/Cantonese) – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Wed, 09 Oct 2024 06:11:39 GMT

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 visitWhat you’ll be doingAs 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.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 OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 tests (such as simulation, coding, French proficiency, MS Office). 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 Toronto-Leslie and FinchEmployment Type RegularWeekly Hours 37.5Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

CIBC is a relationship-oriented bank looking for talented professionals dedicated to helping clients. As a Financial Services Representative, you will work in a fast-paced environment, building relationships with clients, understanding their goals, and recommending solutions. The job requires client engagement, relationship building, and technology expertise. Applicants should have relevant experience, certifications, and a commitment to CIBC’s values. CIBC offers competitive salary, benefits, and opportunities for growth and development. Candidates should be legally eligible to work in the specified location and may need to complete assessments during the application process. The job location is in Toronto, Leslie and Finch.