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Added 5 mins ago
Vendor Manager, Musical Instruments, Amazon Canada
Amazon
Toronto, ON · Vancouver, BC
- Experience in financial analysis, retail buying, retail planning & allocation, product/project management, marketing, business development, consulting, negotiation or supply chain
Added 20 mins ago
Advanced Care Paramedic
Alberta Health Services
Grande Prairie, AB
Part-time
…providing meaningful opportunities for professional growth and development. By joining EHS, you become part of a high-performing and supportive team committed to exceptional patient care.…
Added 20 mins ago
Primary Care Paramedic
Alberta Health Services
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…providing meaningful opportunities for professional growth and development. By joining EHS, you become part of a high-performing and supportive team committed to exceptional patient care.…
Added 20 mins ago
Primary Care Paramedic
Alberta Health Services
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Temporary
…providing meaningful opportunities for professional growth and development. By joining EHS, you become part of a high-performing and supportive team committed to exceptional patient care.…
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Primary Care Paramedic
Alberta Health Services
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Advanced Care Paramedic
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Advanced Care Paramedic
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Part-Time Cleaner (Monday/Wednesday/Friday/Saturday from 6pm-10pm)
Boardwalk
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Part-time
We would like to thank you in advance for your application, however, only those candidates who are being considered will be contacted.
Added 20 mins ago
Pharmacy Technician
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
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…AHS Pharmacy Services provides opportunities for professional development, continuing education, and career advancement, offering a rewarding opportunity to make a meaningful difference in…
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Pharmacy Technician
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…AHS Pharmacy Services provides opportunities for professional development, continuing education, and career advancement, offering a rewarding opportunity to make a meaningful difference in…
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Registered Nurse
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…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
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…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
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Registered Nurse
Alberta Health Services
Red Deer, AB
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…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
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Registered Nurse
Alberta Health Services
Red Deer, AB
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…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
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Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
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Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
Added 20 mins ago
Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
Added 20 mins ago
Customer Care Manager
Boardwalk
Calgary, AB
Full-time
We would like to thank you in advance for your application, however, only those candidates who are being considered will be contacted.
Added 20 mins ago
Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
Added 20 mins ago
Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
Added 20 mins ago
Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
Added 20 mins ago
Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…
Added 20 mins ago
Registered Nurse
Alberta Health Services
Red Deer, AB
Part-time
…competence and willingness to learn new skills through Professional Development activities. Ability to work shifts and meet the physical requirement of the job. New graduates will also be…

CIBC

Financial Services Representative II

Winnipeg, MB, Canada

Job type: Full-time
Apply by: Oct 11, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Sep 28, 2026

Apply About employer

Applications open in a new tab.

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

Winnipeg-1120 Grant Ave.

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Mass-Affluent Client Management, Portfolio Management, Retirement Planning, Work Collaboratively

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 have a current Mutual Funds License and at least one year of experience in client service and achieving sales results. Strong critical thinking skills and a commitment to providing an excellent client experience are essential for this role.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales
Mutual funds
Customer service
Portfolio management
Retirement planning
Analytical 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
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Financial Planning
Mobile Banking
Sales
Relationship Management
Customer Experience
Portfolio Management
Retirement Planning
Analytical Thinking
Client Engagement
Banking Centre
Personal Banking
Business Banking

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