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Added 6 mins ago
Financial Advisor, Investment & Retirement Planning - College & Grace, Toronto
Scotiabank
Toronto, ON
…in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment…
Added 6 mins ago
Operations Manager, Scotia iTRADE - Toronto, ON
Scotiabank
Toronto, ON
Provide tactical guidance and specialized knowledge to direct report(s) for development.
Added 6 mins ago
K
Senior Customer Success Manager
KORE
Canada
- $93,772 to $118,738 CAD / year
…Internally, you will act as the voice of the customer with our sales, marketing, and product teams, ensuring that we are able to meet the customer’s future needs in a proactive…
Added 6 mins ago
K
Customer Success Manager
KORE
Canada
- $90,826 to $111,914 CAD / year
Acting as a partner to identify expansion and renewal opportunities, passing qualified leads to Sales by maintaining a strong working knowledge of KORE’s commercial offerings.
Added 6 mins ago
GF
District Sales Representative
Gordon Food Service
Winnipeg, MB
- Full-time
Understand areas of customer focus, including Sales Building, Staffing, Profitability, and Compliance
Added 6 mins ago
Sales Representative - Uniform
Cintas
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That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
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ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Sault Ste. Marie, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Burford Ontario location.
Added 6 mins ago
JM
Senior Environmental Designer - Healthcare
Jack Morton Worldwide
Oakville, ON
- Full-time
…objectives using exhibits and exhibit-related projects as a sales and marketing tool. Be involved with projects from beginning-to-end based on ability to understand sales process,…
Added 6 mins ago
CC
Route Service Representative
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- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 6 mins ago
GL
Financial Service Representative
goeasy Ltd.
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- Full-time
A day in the life of a Financial Service Representative:
Added 6 mins ago
GL
Financial Service Representative
goeasy Ltd.
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- Full-time
A day in the life of a Financial Service Representative:
Added 6 mins ago
GL
Financial Service Representative
goeasy Ltd.
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- Full-time
A day in the life of a Financial Service Representative:
Added 6 mins ago
CC
Sales Representative - Uniform
Cintas Canada
AB · Edmonton, AB
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 20 mins ago
SE
Heavy Equipment Technician - Field
SMS Equipment Inc.
Paradise, NL
- Full-time
Working in conjunction with the Sales and Parts Representative.
Added 35 mins ago
T
Financial Planner
TD
Toronto, ON
- Full-time
An entrepreneurial mindset with experience in business development, networking, and high-value sales
Added 35 mins ago
D
Wealth Management Advisor
Desjardins
Mirabel, QC · Caisse Desjardins de l'Envolée
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 35 mins ago
C
Financial Services Representative
CIBC
Toronto, ON
- 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 35 mins ago
C
Financial Service Representative
CIBC
Okotoks, AB
- 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 35 mins ago
T
Enterprise Business Development Representative
TapMango
ON · Toronto, Ontario
- Full-time
About the RoleTapMango is seeking a driven and strategic Enterprise Business Development Representative (BDR) to pioneer our growing mid-market sales…
Added 50 mins ago
Territory Sales Representative
Mettler Toledo
Mississauga, ON
As our Territory Sales Representative, you will be responsible for driving service revenue and expanding our service contract business within Ontario and Western Canada. This includes…
Added 50 mins ago
AA
Sales Pro
Advance Auto Parts
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- $19.75 to $23.7 CAD / hour
- Full-time
Advanced level DIY sales position with expert knowledge of DIY business. The role has expert knowledge of store operations, advanced automotive system knowledge and parts knowledge. This…
Added 50 mins ago
AA
Assistant general manager
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- $20.1 to $25.6 CAD / hour
- Full-time
Achieve personal / store sales goals and service objectives
Added 1 hour ago
C
Business Development Representative
Citylitics
Remote, Canada
- $45,000 to $55,000 CAD / year
- Full-time
- Remote
We are seeking an experienced and highly motivated Business Development Representative to join our growing sales team. In this role, you will play a key part in identifying and engaging…
Added 1 hour ago
VC
Business Development Representative
Valsoft Corporation
Remote, Canada
- Remote
…opportunities you create. You’ll work closely with a small sales team, see your contribution to Marea’s growth, and build skills that can help you progress in the…
Added 1 hour ago
FB
Sales Representative, Financial Services
Fairstone Bank
Winnipeg, MB
- Full-time
Join Fairstone as a Sales Representative, Financial Services and be part of our talented and growing team!

CIBC

Financial Service Representative

Okotoks, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 16, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Nov 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.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

300 Village Lane, Okotoks

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Apply About employer

More about this job

Responsibilities

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

Requirements

Candidates 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. You must be flexible to work evenings, weekends, and at multiple banking locations as required.

Skills

Client service
Customer experience
Digital literacy
Financial products
Goal planning
Group problem solving
Outbound calls
Regulatory requirements
Results-oriented
Cash management
Credit
Investment
Wealth protection
Relationship building
Critical thinking

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
Mobile Banking
Client Engagement
Relationship Building
Sales
Financial Planning
Critical Thinking
Customer Service
Banking Centre
Personal Banking
Business Banking

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