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Added 25 mins ago
Student, US Tax Accountant (Summer 2027, 12 Months)
Oxford Properties Group
Toronto, ON
Full-time
Currently enrolled in an Accounting and Financial Management program, in 3rd or 4th year.
Added 25 mins ago
Student, Canadian Tax Accountant (Summer 2027, 12 Months)
Oxford Properties Group
Toronto, ON
Full-time
Currently enrolled in an Accounting and Financial Management program, in 3rd or 4th year.
Added 26 mins ago
CAM068: Mgr Finance CARM
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$58,496 to $91,400 CAD / year
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Added 26 mins ago
Business Development Representative
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Langley (District), BC · BC
Full-time
Financial Benefits: ESPP; Retirement and savings programs, including RRSP with company match, TFSA options
Added 26 mins ago
Receptionist (18-month fixed term contract)
Arrowhead Programs
Langley (District), BC
Full-time
Financial Benefits: ESPP; Retirement and savings programs, including RRSP with company match, TFSA options
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Customer Experience Associate - Yorkton, SK (15 hours/week)
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…customers first, and our priority is to help them achieve their financial…
Added 26 mins ago
Software Engineer I (Cobol Developer)
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Experience working on large-scale mission-critical financial systems.
Added 56 mins ago
Clinical Trial Financial Control Analyst, Oncology Portfolio
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We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
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Investment Associate
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Manage our internal investments by leading/co-leading operations with content/business partners and driving operational/financial results as per budgeted expectations.
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Investment Analyst
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Manage our internal investments by leading/co-leading operations with content/business partners and driving operational/financial results as per budgeted expectations.
Added 1 hour ago
ESG-Intern
Husky Technologies
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Added 1 hour ago
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We're looking for a Procurement to Pay Agent (ASL 4) to join our team and play a key role in managing our financial operations. If you're passionate about finance, enjoy solving challenges,…
Added 1 hour ago
Customer Experience Associate - Summerside
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PE · Prince, PE
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VP, Accounting & Controllership (Husky)
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Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
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Title: Financial Manager - PLM (Product Line Mgmt)
Added 1 hour ago
Senior Officer, Administrative Support
University of Ottawa
Ottawa, ON · Roger Guindon Hall
Full-time
Plan and coordinate activities related to the administration of financial, human, physical and material resources of the sector in order to provide support and advice to managers and to…
Added 1 hour ago
Manager, Finance
University of Ottawa
Ottawa, ON · Roger Guindon Hall
Full-time
Provides the faculty or service with leadership in the sound management of its financial resources. Establishes, improves and updates the faculty or service’s financial management…
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Mgr. Enterprise Risk Mgm
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Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to…
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Software Engineer P2 - PA2026JBGRAD02
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SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded…
Added 1 hour ago
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We are currently accepting applications for Permanent Full-time Financial Services Associates to be responsible for the preparation and maintenance of financial information. Includes…
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Inside Sales Associate
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Relevant experience in the financial industry with a solid understanding of investment products
Added 2 hours ago
Accounts Receivable Specialist
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Vancouver, BC
Full-time
Added 2 hours ago
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Full-time
Global Planning supports the Planning & Allocation function by being the financial stewards of the Product area. Our team has the eagle-eye view of all planning for Lululemon. We work…
Added 2 hours ago
NPI Pricing Specialist
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Full-time
…as one of “The Americas’ Fastest Growing Companies 2023” by Financial Times and honored with the Deloitte Fast 50 Clean Technology award in 2022, as well as the Deloitte Fast 500…

CIBC

Financial Services Representative II

Victoria, BC, Canada

Job type: Full-time
Apply by: Oct 13, 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

Victoria-Douglas and View

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

You will foster key relationships with clients to understand their financial goals and provide tailored product solutions. Additionally, you will engage in marketing and outreach activities while leveraging mobile banking technology to assist clients with 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. 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
Marketing
Outreach
Mobile banking applications
Critical thinking
Sales
Customer service
Communication
Technology proficiency

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 Representative
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Financial Planning
Mobile Banking
Client Engagement
Relationship Building
Sales Results
Customer Experience
Purpose Day
Pension Plan
Employee Share Purchase Plan
Banking Centre
Marketing
Outreach
Critical Thinking
Accountability
Teamwork
Trust

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