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Added 34 mins ago
CEO and Chief Librarian
Town of Bracebridge
Bracebridge, ON
$130,020.8 to $152,115.6 CAD / year
Full-time
…Library Board, and be responsible for the leadership, general management, operations and financial management of the Bracebridge Library and for advancing the library’s strategic direction…
Added 34 mins ago
Business Analyst - IT V
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 hour ago
Investment Banking Associate - Origination
Canaccord Genuity Group Inc.
Toronto, ON
Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 1 hour ago
Auto Insurance Advisor
HUB International
Winnipeg, MB
Part-time
When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world…
Added 1 hour ago
Financial Services Representative - Full Time
Meridian Credit Union
Barrie, ON
$50,000 to $53,000 CAD / year
Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 1 hour ago
Accountant II
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 hour ago
Bilingual (English & Spanish) Customer Service Professional II
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 2 hours ago
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
AB · Edmonton, AB
Full-time
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 2 hours ago
Mail Administrator I
Robertson & Company Ltd.
Halifax, NS
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 2 hours ago
ScotiaMcLeod Administrative Associate
Scotiabank
Edmonton, AB
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 2 hours 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 2 hours ago
Financial Services Representative
CIBC
Ottawa, 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 2 hours ago
Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
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
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
Added 2 hours ago
Associate (Kimpton Kovitch Team)
Wellington-Altus
Saskatoon, SK
Full-time
Experience in the wealth management or other regulated industry is a strong asset.
Added 2 hours ago
Mail Administrator I
Robertson & Company Ltd.
Halifax, NS
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 6 hours ago
Private Wealth Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 6 hours ago
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 19 hours ago
Automation Manager (Full Time Contract - 12 Months)
IG Wealth Management
MB · Manitoba, Canada
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 19 hours ago
Site Reliability Specialist
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 20 hours ago
Senior Cloud DevOps Engineer
Robertson & Company Ltd.
Ottawa, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 day ago
Customer Service Professional - Bilingual III ( English & French )
Robertson & Company Ltd.
Montreal, QC
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 day ago
IT - Technical Analyst III
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 day ago
Sales Representative
Sagewise Capital Corporation
Vaughan, ON
Other
At Sagewise Financial, we provide tailored financial solutions that empower clients to build, manage, and protect their wealth. We value transparency, high performance, and exceptional…
Added 1 day ago
Field Marketing Coordinator
Stanley Black & Decker, Inc.
Ottawa, ON · ON
Full-time
…Residential Sales. The Field Marketing Coordinator is a dedicated service support representative with responsibility for the big box retail stores. As a Field Marketing Coordinator, you…

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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