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Added 8 mins ago
SL
Bilingual Account Resolution Representative
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
The Account Resolution Representative (ARR) is responsible for the investigation, follow up and resolution of not-in-good-order (NIGO) transaction requests for mutual and segregated funds…
Added 8 mins ago
D
Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 4 hours ago
NB
Wealth associate
National Bank of Canada
Montreal, QC
- Full-time
To capture this high-potential market, Private Wealth Management 1859 aims to build a team of professionals - true passionate individuals committed to delivering an unparalleled level of…
Added 6 hours ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 13 hours ago
T
Professional Assistant Branch Manager Wealth
TD
Ottawa, ON
- Full-time
TD Private Wealth Management is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory…
Added 14 hours ago
OB
Grow Your Practice at Odlum Brown, Your Way
Odlum Brown Limited
Victoria, BC
- Full-time
Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management, operations, compliance, and administration, allowing them to focus on…
Added 15 hours ago
SW
Financial Consultant - Ottawa
Scotia Wealth Management
Ottawa, ON
- Full-time
CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE) or Wealth Management Essentials…
Added 16 hours ago
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Financial Planner
TD
Toronto, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 16 hours ago
A
Reconciliations Administrator, Temporary
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Temporary
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 16 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 16 hours ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 16 hours ago
CG
Senior Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
…ethic. Our team members are driven to be one of Canada’s top wealth management groups. A successful candidate for this position will always be willing to learn and is focused on achieving…
Added 17 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 17 hours ago
AC
Member Solutions Centre Representative l (Full-Time, Permanent) Winkler
Access Credit Union
Winkler, MB
- Full-time
The Member Solutions Centre Representative I (MSCR I) provides a high standard of financial service to existing and potential members. As the first contact on all incoming telephone calls,…
Added 18 hours ago
D
Wealth Management Advisor
Desjardins
Sainte-Thérèse, QC · Caisse Desjardins Thérèse-De Blainville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 18 hours ago
C
First Nations/Métis/Inuit Candidates - Banking Centre Roles
CIBC
Calgary, AB · Edmonton, AB · Winnipeg, MB · Regina, SK · Saskatoon, SK
- Full-time
…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…
Added 18 hours ago
B
Regional Supervision Officer, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
5+ years of experience within wealth management, brokerage supervision, compliance, branch management, or a related regulatory environment.
Added 18 hours ago
SC
Inside Sales Representative
Sego Canada Inc.
Lethbridge, AB
- Full-time
Sego Canada is an industrial distribution and service company within the Flow Control Group network, serving customers across Canada with technically oriented flow control, automation, and…
Added 18 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 18 hours ago
AC
Member Service Representative (Full-Time, Permanent) Selkirk
Access Credit Union
Selkirk, MB
- Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 19 hours ago
ScotiaMcLeod Administrative Associate (Contract)
Scotiabank
Vancouver, BC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 19 hours ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 19 hours ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 20 hours ago
CI
Claims Representative
Cowan Insurance Group
Cambridge, ON
- Full-time
Reporting to the Manager, Claims the successful candidate will be responsible for the reporting, management, and resolution of new and existing property, auto and liability claims for…
Added 21 hours ago
C
Financial Services Representative II
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
…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…

CIBC

Financial Service Representative

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 6, 2026

Original 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

Winnipeg-895 Empress St

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Loyalty, Client Relations, Customer Engagement, Customer Experience (CX), Financial Services

Apply About employer

More about this job

Responsibilities

You will foster key relationships with clients to understand their financial goals and provide tailored product recommendations. Additionally, you will engage in outreach activities and leverage mobile banking technology to help clients manage their financial needs.

Requirements

You must hold a current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and have at least one year of experience in client service and sales. Prior banking experience is considered an asset for this role.

Skills

Banking
Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales
Customer service

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Service Representative
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash management
Credit
Wealth protection
Financial planning
Mobile banking
Client engagement
Relationship building
Sales
Customer service
Critical thinking
Personal banking
Business banking

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