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Added 18 mins ago
Wealth Management Advisor
Desjardins
Thetford Mines, QC · Caisse Desjardins de la Région de Thetford
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 18 mins ago
Financial Services Representative II
CIBC
Windsor, 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 49 mins ago
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
Full-time
The ideal candidate will bring significant experience in wealth management, a strong understanding of the advisor landscape, and a demonstrated ability to build trusted relationships with…
Added 1 hour ago
Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract
Scotiabank
Montreal, QC
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 1 hour ago
Director, Central Registrant and Investment Advisory
Scotiabank
Toronto, ON
…overall SJF Investment Platform, representing SJF across Scotia Wealth Management Investment Solutions and risk oversight…
Added 1 hour ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
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 1 hour ago
PIA Client Relationship 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 1 hour ago
Client Service Assistant
BMO
Hamilton, ON · Burlington, ON
Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 2 hours ago
Customer Service Representative, Call Centre, Dynamic - Montreal, QC
Scotia Global Asset Management
Montreal, QC
Full-time
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 2 hours ago
Associate Planner - Barrie
TD
Barrie, ON
Full-time
Always keep risk management top of mind to protect clients and the company.
Added 2 hours ago
Customer Service Representative, Call Centre, Dynamic - Montreal, QC
Scotiabank
Montreal, QC
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 3 hours ago
Mail Administrator III
Robertson & Company Ltd.
Waterloo, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 4 hours ago
Financial Services Representative
CIBC
Belleville, 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 5 hours ago
Financial Services Representative II
CIBC
Kingston, ON
Full-time
Banking, Banking Applications, Building Trust, Business Banking, Cash Management, Client Loyalty, Client Relations, Client Relationship Management, Critical Thinking, Customer Engagement,…
Added 5 hours ago
Financial Services Representative II
CIBC
Kingston, 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 19 hours ago
Senior Market and Trading Specialist
RBC Dominion Securities
Vancouver, BC
Full-time
Customer Service, Customer Service Management, Decision Making, Equity Research, Excel Reports, Interpersonal Relationship Management, Investment Management, Investment Performance…
Added 20 hours ago
Portfolio Administrator
Aviso
Toronto, ON
$70,000 to $80,000 CAD / year
Full-time
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 1 day ago
Client Care Representative - Personal Insurance Associate
HUB International
Armstrong, BC
Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Added 1 day ago
Client Care Representative - Auto Insurance Trainee
HUB International
Salmon Arm, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 1 day ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
Wood Gundy Investment Centre (WGIC) is comprised of sales and service-oriented team that manages a smaller group of accounts nationally. The Investment Advisor, WGIC, provides trusted…
Added 1 day ago
Manager, Fund Events
Manulife
Toronto, ON · Montreal, QC
Full-time
…successful implementation of initiatives impacting Canadian Wealth Operations. You will apply your knowledge of fund operations and accounting across Canada and North America to assess…
Added 1 day ago
Client Care Representative - Auto Associate
HUB International
Campbell River, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 1 day ago
Client Care Representative – Personal Insurance Associate
HUB International
Salmon Arm, BC
Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Added 2 days ago
Bilingual Client Service Representative
IG Wealth Management
Quebec, QC
Full-time
Division: Wealth Management Operations & Contact Centers
Added 2 days ago
PIA Client Service Associate
TD
Montreal, QC
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…

CIBC

Financial Services Representative II

Kingston, ON, Canada

Job type: Full-time
Apply by: Oct 2, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Sep 28, 2026

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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 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2027-10-30

Job Location

Kingston-GardinersRd&Taylor Bl

Employment Type

Temporary (Fixed Term)

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 flexible to work banking centre hours, including evenings and weekends, and be available to work at multiple locations.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales results
Customer service
Communication
Goal setting
Networking
Technology proficiency

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers social recognition program

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
Financial Planning
Mobile Banking
Client Engagement
Relationship Management
Sales
Customer Experience
Banking Centre
Personal Banking
Business Banking
Financial Goals
Networking
Outreach
Critical Thinking
Accountability
Teamwork
Trust

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