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Added 6 mins ago
LC
Baker - Interim
Loblaw Companies Limited
Windsor, NS
- Full-time
…through our Blue Culture. We offer our colleagues progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are…
Added 6 mins ago
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- Full-time
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Added 6 mins ago
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- Full-time
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Added 21 mins ago
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- $24 to $27 CAD / hour
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Join our safety focused team today! To learn more about our company, and to apply online for this exciting opportunity, visit us at www.safety-kleen.com/careers
Added 51 mins ago
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Added 1 hour ago
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…globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of…
Added 2 hours ago
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Added 2 hours ago
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Account Manager
d8eedab5-d750-47d2-ba1f-8bfec4820a1f
Oakville, ON
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…assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively…
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Added 3 hours ago
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Added 3 hours ago
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Legal Counsel (Private Markets)
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Added 4 hours ago
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CIBC

Financial Services Representative

Courtenay, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 27, 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

Courtenay-Driftwood Mall

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 service and product recommendations. Additionally, you will engage in marketing and outreach activities while leveraging mobile banking technology to assist clients with their banking 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. Strong critical thinking skills and a commitment to providing an inclusive, client-first experience are essential.

Skills

Client service
Customer experience
Digital literacy
Financial products
Goal planning
Group problem solving
Outbound calls
Regulatory requirements
Results-oriented
Cash management
Credit analysis
Investment advice
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 Services Representative
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Investment
Wealth Protection
Client Engagement
Relationship Building
Mobile Banking
Sales
Financial Planning
Customer Service
Banking Centre
Relationship-oriented
Accountability
Teamwork
Trust

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