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Added 29 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 29 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 1 hour ago
Regional Vice President, Western Canada
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Full-time
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Added 1 hour ago
Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract
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…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…
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Always keep risk management top of mind to protect clients and the company.
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Customer Service Representative, Call Centre, Dynamic - Montreal, QC
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Added 3 hours ago
Mail Administrator III
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Contract
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Added 4 hours ago
Financial Services Representative
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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
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Customer Service, Customer Service Management, Decision Making, Equity Research, Excel Reports, Interpersonal Relationship Management, Investment Management, Investment Performance…
Added 21 hours ago
Portfolio Administrator
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Toronto, ON
$70,000 to $80,000 CAD / year
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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
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…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
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…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
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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
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…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
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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 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

Kingston-117 Bath Rd

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Banking Applications, Building Trust, Business Banking, Cash Management, Client Loyalty, Client Relations, Client Relationship Management, Critical Thinking, Customer Engagement, Customer Experience (CX), Customer Service, Decision Making, Financial Services, Investment Funds, Investments, Leveraging Technology, Mobile Banking, Mutual Funds, Relationship Building, Sales, Teamwork, Wealth Protection

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

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. You are expected to be goal-oriented, detail-focused, and capable of working on-site full-time.

Skills

Banking
Client relations
Sales
Financial planning
Cash management
Credit
Investment
Wealth protection
Relationship building
Mobile banking
Customer service
Critical thinking
Communication
Teamwork
Accountability
Mutual funds

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

Banking
Financial Services
Mutual Funds
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Client Engagement
Relationship Building
Mobile Banking
Sales
Customer Service
Financial Planning
Business Banking
Personal Banking
Critical Thinking
Accountability
Teamwork
Banking Centre

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