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Added 1 hour ago
Executive Assistant II | Contract until March 2028
lululemon
Vancouver, BC
Full-time
Responsible for accurate and timely financial management including: Executive expenses, raising purchase orders, paying invoices in accordance with payment terms, approval of department…
Added 1 hour ago
Senior Financial Analyst, Capital & IT, Finance Services
University of Calgary
Calgary, AB
Full-time
Finance Services under the AVP Planning & Performance is currently seeking a Full-time Regular Senior Financial Analyst, Capital & IT Reporting.
Added 3 hours ago
Electrical & Instrumentation Estimator
Fluor
Vancouver, BC
Full-time
Added 5 hours ago
Canadian Tax Manager
Alimentation Couche-Tard
Laval, QC
Full-time
Retirement plan: Plan for your future and retire with peace of mind through our retirement plan, which helps you build a secure financial future.
Added 5 hours ago
Software Development Engineer
Affinity
New Westminster, BC
Contract
Our client is a global financial technology company focused on making it easier for customers to access, move, and manage money around the world.
Added 7 hours ago
Member Service Representative 2
Sunshine Coast Financial
Gibsons, BC
Full-time
In addition to one-year post-secondary education in a general business program, we are looking for an individual who has 1 to 3 years of experience working in the financial industry.
Added 7 hours ago
Manager, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Leverage financial datasets and tools to create and enrich analytics. Current analytics include performance, attribution, portfolio risk and exposure, machine learning stock screeners,…
Added 7 hours ago
Manager, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Leverage financial datasets and tools to create and enrich analytics. Current analytics include performance, attribution, portfolio risk and exposure, machine learning stock screeners,…
Added 7 hours ago
Analyst, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Leverage financial datasets and tools to create and enrich analytics. Current analytics include performance, attribution, portfolio risk and exposure, machine learning stock screeners,…
Added 7 hours ago
Analyst, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Leverage financial datasets and tools to create and enrich analytics. Current analytics include performance, attribution, portfolio risk and exposure, machine learning stock screeners,…
Added 7 hours ago
Credit Analyst II
TD
Ottawa, ON
Full-time
Assess credit risk in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, risk policies transaction approvals and physical control…
Added 7 hours ago
Senior Tax Manager
Bell
Montreal, QC
The Finance Team manages Bell’s financial performance and risk profile, helping balance the needs of customers, investors, and employees while supporting the company’s long-term success.…
Added 9 hours ago
Deposit Administrator II
Assiniboine Credit Union
Winnipeg, Manitoba
Full-time
…Service Delivery teams supporting investment products, Outlook Financial member support, registered products, and deposit products such as AgriInvest and trust…
Added 9 hours ago
Operations Coordinator
New Market Funds
Vancouver, BC
$75,000 to $85,000 CAD / year
Full-time
…opportunities, in the form of equity and loans, that generate financial, social, and environmental returns. We focus on community real estate development and lending, supporting projects…
Added 9 hours ago
Senior Analyst, Commercial Financing
First National Financial LP
Toronto, ON · East York, ON
Full-time
The Senior Analyst contributes to the production and development of the commercial mortgage portfolio by analyzing financial and supporting documents on incoming applications and ensuring…
Added 10 hours ago
Executive Assistant- 2 Positions Available!
Government of Alberta
AB
Prepare, forecast, and monitor budgets; process invoices, expense claims and procurement transactions; ensure compliance with financial policies, procedures and contractual requirements.
Added 13 hours ago
ADMINISTRATIVE STAFF SPECIALIST II (BAND LEVEL 7)
Memorial University, Newfoundland and Labrador
St. John's, NL
$61,099 to $71,679 CAD / year
Contract
The Administrative Staff Specialist II will be responsible for providing comprehensive financial and administrative support to the Senior Administrative Officer of the School of Music.…
Added 13 hours ago
TDS Operations Analyst II
TD
Toronto, ON
Full-time
- Deliver exceptional quality: Perform accurate data entry, mitigating risks related to regulatory, financial, operational, or reputational exposure.
Added 13 hours ago
Software Engineer II (SDET)
TD
Toronto, ON
Full-time
Added 13 hours ago
Data Designer II
TD
Toronto, ON
Full-time
Ensure business operations follow applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
Added 13 hours ago
Claims Representative II, Subrogation
Co-operators
Laval, QC
Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 14 hours ago
TDS Operations Analyst II
TD Securities
Toronto, ON
Full-time
Deliver exceptional quality: Perform accurate data entry, mitigating risks related to regulatory, financial, operational, or reputational exposure.
Added 14 hours ago
Analyst - Financial Planning & Analysis
Avis Budget Group
Toronto, ON
Full-time
Job Summary – Analyst - Financial Planning and Analysis
Added 15 hours ago
Working Capital Team - Credit Analyst II
Vault Credit Corporation
Toronto, ON
Full-time
Vault is a non-bank private lending company offering a wide array of financial services such as mortgage, leasing and working capital lending products. Vault has a devoted team of experts…
Added 15 hours ago
TD Insurance, Counsel II
TD
AB · Calgary, AB
Full-time
As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in…

CIBC

Financial Services Representative II

Windsor, ON, Canada

Job type: Full-time
Apply by: Oct 5, 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

Windsor-Ouellette & Riverside

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

Build relationships with personal and business banking clients, understand their goals, and recommend tailored financial products and solutions. Conduct outreach and marketing, connect clients with appropriate specialists, and help them use mobile banking applications.

Requirements

Candidates must have a current Mutual Funds License in good standing, through the Canadian Securities Course or Investment Funds In Canada, and at least one year of experience working with clients and achieving sales results. Prior banking experience in a similar role is an asset; candidates should also demonstrate client focus, goal orientation, attention to detail, relationship-building, and a willingness to learn.

Skills

Client Service
Customer Experience
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results Orientation
Client Engagement
Relationship Building
Sales
Cash Management
Credit
Investment Knowledge
Critical Thinking

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Personal And Business Banking
Client Engagement
Relationship Building
Financial Planning
Cash Management
Credit
Investments
Wealth Protection
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Mobile Banking Applications
Digital Banking
Client Service
Customer Experience
Sales Results
Marketing And Outreach
Outbound Calls
Regulatory Requirements
Financial Products
Goal Planning
Group Problem Solving
Critical Thinking
Technology Literacy

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