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Added 4 mins ago
Pre-Planning Director
Arbor Memorial Inc.
Trois-Rivières, QC
Full-time
Passion for customer care demonstrated in previous professional experiences and a strong discipline for working in a customer-centric service organization. Experience in business…
Added 4 mins ago
Store Manager
UAP Inc.
Ottawa, ON
Full-time
Provide excellent customer service and support sales growth by working with the store’s team, the sales representative, and the regional management team
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Sales Development Representative 2 - Ottawa
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Ottawa, ON
Full-time
Build overall customer profiles based on information learned and talk tracks for each customer by using tools like Seismic and Gong
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Accounts Manager
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ON · Ontario, Canada
Full-time
The Construction Equipment Account Manager (Sales Representative) plays a critical role as the direct liaison between our branches and our customers, helping to develop, maintain, and grow…
Added 4 mins ago
Administrative Assistant
IMP Aerospace & Defence
Halifax, NS
Full-time
…are a part of our ever-growing team. IMP is able to achieve success through this teamwork mindset. That is why at IMP, you are not defined by your…
Added 5 mins ago
Customer Service Representative - Alliston, ON (15 hrs/week)
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Added 21 mins ago
Sales Associate - Bridges Chevrolet
AutoCanada Inc.
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US. We are innovative, data-driven and our commitment to our Team Members, customers and operational excellence fuels our success.
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Customer Service Representative
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Added 34 mins ago
Inside Sales Representative
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Woodbridge, ON
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…America, we take pride in our high-performing team and our customer first vision. Due to our continued success, we’re looking for an Inside Sales Representative with at least two years of…
Added 36 mins ago
Inside Sales Representative
Sager Electronics
Woodbridge, ON
$50,000 to $97,000 USD / year
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…America, we take pride in our high-performing team and our customer first vision. Due to our continued success, we’re looking for an Inside Sales Representative with at least two years of…
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Livreur
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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…
Added 51 mins ago
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…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 51 mins ago
Store Associate (Part-Time)
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Rivière-Rouge, QC · L'annonciation, QC
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…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 51 mins ago
PepsiCo Beverages Full-Time Sales Representative
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Saskatoon, SK
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As a Relief Sales Representative for PepsiCo Beverages Canada, you will be covering vacations and sick days for the Territory Sales Representatives. The goal of this entry level position is…
Added 51 mins ago
PepsiCo Beverages Full-Time Sales Representative - 1 Year Contract
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Operations Lead
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Are you an ambitious, highly organized leader who thrives in a fast-paced environment? We are looking for an Operations Lead to drive the daily success of our Whistler location.
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Advanced Care Paramedic /EHS Coordinator
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Advanced Care Paramedic /EHS Coordinator
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Customer Service – Responds internal customer requests for service and assistance,
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Customer Service Representative - Contract
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…represents the consumer-centric core of GDI's long-standing success as a leading retailer in North…
Added 1 hour ago
PepsiCo Beverages Full-Time Sales Representative - 1 Year Contract
PepsiCo
Saskatoon, SK
Full-time
As a Relief Sales Representative for PepsiCo Beverages Canada, you will be covering vacations and sick days for the Territory Sales Representatives. The goal of this entry level position is…
Added 1 hour ago
Inside Sales Representative
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Full-time
Air Liquide is seeking an Inside Sales Representative.
Added 1 hour ago
Automotive Parts Representative
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Provide exceptional customer service experience
Added 1 hour ago
Grain Advisory Representative
Cargill
Rosetown, SK
The Grain Advisory Representative will represent the critical link between customers and the company's customer facing strategy. In this role, you will translate commodity market knowledge…
Added 1 hour ago
Member Services Rep
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Woodbridge, ON
$17.6 CAD / hour
Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…

CIBC

Financial Services Representative

Surrey, BC, Canada

Job type: Full-time
Apply by: Sep 27, 2026
Posting language: English
Posted: Sep 23, 2026

Apply About employer

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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 have a meaningful impact on the lives of our clients. To better serve our clients, you may work in multiple banking centres within a reasonable travel distance. As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable their financial success.

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 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 collaborate with others 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, enabling 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 driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
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).
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

Surrey-Guildford

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Account Openings, Banking, Credit Card Sales, Credit Insurance, Customer Service, Financial Products, Innovation, Investment Funds, Investments, Lending, Mutual Funds, Personal Development, Personal Investments, Retail Credit, Teamwork, Wealth Protection

Apply About employer

More about this job

Responsibilities

You will build key relationships with clients to understand their financial goals and provide tailored service. You will also engage in outreach activities and leverage technology to help clients manage their banking needs.

Requirements

You must have a current Mutual Funds License, such as the Canadian Securities Course or Investment Funds in Canada. You are expected to be a client-focused professional with a passion for building relationships and achieving financial success for clients.

Skills

Accountability
Account openings
Banking
Credit card sales
Credit insurance
Customer service
Financial products
Innovation
Investment funds
Investments
Lending
Mutual funds
Personal development
Personal investments
Retail credit
Teamwork

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
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Client Engagement
Relationship Building
Mobile Banking
Financial Planning
Trust
Teamwork
Accountability
Retail Banking
Business Banking
Customer Experience
Financial Advisory
Networking

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