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Added 8 hours ago
C
Financial Service Representative - Intake
CIBC
Ottawa, ON · Manotick Mews
- 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 8 hours ago
IF
Claims Representative III, Senior Inside Investigator, Investigative Services Unit
Intact FC
Dieppe, NB · St. John's, NL · Dartmouth, NS
- Full-time
Possibility to purchase up to 5 extra days off per year
Added 8 hours ago
Environmental Services Worker
Nova Scotia Health and IWK Health
Halifax, NS
…many thousands of years prior to colonization. There are 13 First Nation communities across Nova Scotia, and more than 50 historic African Nova Scotian communities who also have a long,…
Added 8 hours ago
IF
Livreur de classe 5/ Class 5 Delivery Driver
Impact Fulfillment Services
Pointe-Claire, QC
- Full-time
Added 10 hours ago
NB
Associate Advice Center Manager
National Bank of Canada
Valleyfield, PE
- Full-time
College diploma in a 3-year technical program (DEC) and 6-7 years of experience OR bachelors degree and 3-4 years of experience
Added 11 hours ago
CO
Temporary Customer Experience Representative (up to 2 years)
City of Saint John
Saint John, NB
- Temporary
Join us as a Customer Experience Representative!
Added 11 hours ago
GO
Licensing and Permit Agent
Government of Yukon
Whitehorse, YT
- Full-time
…enrich governance through building our relationships with Yukon First Nation and transboundary Indigenous partners and through the application of both science and traditional knowledge in…
Added 11 hours ago
S
Clinical Resource Nurse, Child & Adolescent Mental Health Programs, Adolescent Psychiatry - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
- Full-time
A first in Canada: minimum Nurse to Patient Ratios (mNPRs) are being introduced in B.C.! The Provincial Health Services Authority (PHSA), alongside B.C.'s other regional health authorities,…
Added 13 hours ago
S
Senior Diagnostic Neurophysiology Technologist, EEG Clinical - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
- Full-time
…years recent paediatric experience including a minimum of one year experience monitoring EEG/EPs in the operating room or an equivalent combination of education, training and experience…
Added 13 hours ago
YE
Safety Advisor
Yukon Energy Corporation
Whitehorse, YT
- $53.5 to $63.9 CAD / hour
Yukon Energy values diversity in the workplace. We strive to achieve a skilled workforce that is representative of the population we serve, and we are committed to the employment and…
Added 14 hours ago
H
Office Administrative Assistant
HealthCareersInSask.ca
Regina, SK
- Full-time
One (1) year experience in an office environment
Added 14 hours ago
Maintenance Services Worker
HealthCareersInSask.ca
Moose Jaw, SK
One (1) year experience in a maintenance environment (commercial or industrial)
Added 14 hours ago
AU
Security Guard - Bilingual - Customer Service Representative - Casual
Allied Universal
Vancouver, BC
- $20 CAD / hour
- Full-time
Allied Universal is seeking Security Guard Bilingual - Customer Service Representative in Vancouver, British Columbia.
Added 15 hours ago
PH
Client Care Coordinator, Reproductive Mental Health - BC Women’s Hospital & Health Centre
Provincial Health Services Authority
Vancouver, BC
- Full-time
A first in Canada: minimum Nurse‑to‑Patient Ratios (mNPRs) are being introduced in B.C.! The Provincial Health Services Authority (PHSA), alongside B.C.'s other regional health authorities,…
Added 15 hours ago
GO
Child and Family Service Worker
Government of Manitoba
Thompson, MB
- Part-time
Salary(s): SP4 $64,210.00 - $91,312.00 per year
Added 15 hours ago
E
Technical Support Representative - Val D'Or Service
Epiroc
Val-d'Or, QC
- Full-time
On-going issues management and meetings with BEV sites at least for the first 6 months to a year
Added 15 hours ago
FC
Member Service Representative (Part-Time)
FirstOntario Credit Union
Hamilton, ON
- Part-time
Up to $1000 per year towards professional development
Added 15 hours ago
C
Customer Service / Inside Sales Rep (On-Site)
Concentrix
Oshawa, ON
- Full-time
Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join…
Added 15 hours ago
Clinical Interventionist, Provincial Preschool Autism Services (Eastern Zone, Sydney)
Nova Scotia Health and IWK Health
Sydney, NS
…many thousands of years prior to colonization. There are 13 First Nation communities across Nova Scotia, and more than 50 historic African Nova Scotian communities who also have a long,…
Added 15 hours ago
WM
Field Engineer
Weir Minerals
Fort McMurray, AB
- Full-time
⦿ Customer Technical Partnership: Serve as Weir’s primary on-site technical representative, building trusted relationships with operations, maintenance, engineering, and leadership teams.…
Added 15 hours ago
CC
Hooklift Driver
Couto Construction Inc
SK
- Full-time
Desired Position: Select a position Project Superintendent Carpenter Sales Representative Appointment Center Representative Commercial Estimator Production Administrative Assistant Hooklift…
Added 15 hours ago
SH
Unit Clerk
Southern Health-Santé Sud
Portage la Prairie, MB
- Full-time
…our partners within and throughout our diverse region: seven First Nations Communities, Francophone, Métis, Mennonite and Hutterite communities as well as a growing number of immigrants…
Added 15 hours ago
BI
Senior Service Representative, Investment Operations
BMO Insurance
Toronto, ON
- Full-time
…above represents BMO Financial Group’s expected target for the first year in this…
Added 15 hours ago
X
Sales Development Representative
Xe.com
Toronto, ON
- Full-time
…grown into a platform trusted by over 300 million people each year. We provide a comprehensive range of currency services and products, including our real-time exchange rates, Currency…
Added 15 hours ago
TS
Shelter Worker
The Salvation Army in Canada
Campbell River, BC
- Part-time
…Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support…

CIBC

Financial Service Representative - Intake

Ottawa, ON, Canada
Manotick Mews, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 22, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 14, 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

Manotick Mews

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 provide tailored product 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 and demonstrate at least one year of experience in client service and sales. You must be available to work on-site full-time, including evenings and weekends as required by the banking centre.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales results
Mutual funds
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 Services 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 Experience
Critical Thinking
Banking Centre
Personal Banking
Business Banking

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