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Added 3 hours ago
P
Business Development Representative
PheedLoop
Toronto, ON
- Full-time
Want to work directly with global brands, run live events, and build real client relationships in your first year out of school?
Added 5 hours ago
DR
Outside Sales Representative
DMC Recruitment Group
Vancouver, BC
- Full-time
Our client is a well-established and highly respected player in the building materials distribution space, known for strong market presence, operational excellence, and long-standing…
Added 7 hours ago
Gestionnaire des opérations éoliennes - Dégélis, QC
Vestas
Dégelis, QC
Habileté à négocier et à maintenir un haut niveau de satisfaction client
Added 8 hours ago
SC
Field Sales Representative
Sagewise Capital Corporation
Vaughan, ON
- Other
As a Field Sales Representative, you will spend the majority of your time working out in the field across Vaughan and surrounding regions. You will be responsible for direct client…
Added 8 hours ago
WS
Business Support Specialist - Bilingual - (Fixed Term Until February 2, 2027)
WCG Services
Ottawa, ON
- Full-time
…program efficiency, effectiveness and productivity for enhanced client…
Added 10 hours ago
R
Field Service Implementation Representative - Quebec
Roche
Quebec, QC · Canada DIA Field-Quebec
- Full-time
…sur notre personnel, et nous valorisons nos employés. Notre engagement est de créer un environnement de travail où se sentir valorisé, respecté et responsabilisé est une expérience…
Added 10 hours ago
C
Senior Trust Officer
CIBC
Toronto, ON
- Full-time
…Indigenous Trusts, contributing to deepening and strengthening client relationships by providing tailored solutions that consider and respect their unique needs and the cultural nuances…
Added 12 hours ago
MC
Représentant(e) du service à la clientèle – Santé animale / Customer Service Representative – Animal Health
Merck Canada
Kirkland, QC
- Full-time
Souci marqué de l’exactitude des données et engagement à offrir un haut niveau de satisfaction à la clientèle.
Added 12 hours ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Revelstoke, BC
- Full-time
…idea of hitting (and exceeding) targets while building genuine client relationships? If so, this is more than just a job - it's a career with unlimited…
Added 13 hours ago
R
Senior BDR, Inbound
RestoReach
Canada
- Full-time
We’re looking for a Sr. Business Development Representative, Inbound to turn that demand into qualified meetings for our clients. As one of the earliest hires at RestoReach, you’ll work…
Added 13 hours ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
Provide comprehensive client service including regular portfolio reviews, performance monitoring, fund transfers, timely responses to client inquiries, and ongoing client engagement
Added 13 hours ago
C
Client Service Representative [Hourly]
CIBC
Toronto, ON
- Part-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…
Added 13 hours ago
C
Client Service Representative
CIBC
Langley (District), BC
- Part-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…
Added 13 hours ago
C
Client Associate (IR licensed) Mandarin speaking
CIBC
Toronto, ON
- Full-time
Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team…
Added 13 hours ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
- An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusion
Added 14 hours ago
P
Business Development Representative
PheedLoop
Toronto, ON
- Full-time
Want to work directly with global brands, run live events, and build real client relationships in your first year out of school?
Added 14 hours ago
M
Représentant, soutien des ventes 10h30 à 19h00 l Sales Support Representative 10:30am to 7:00pm
Medisca
Montreal, QC
- Full-time
…comble les lacunes en matière de soins de santé grâce à un engagement inébranlable en faveur de la précision, de l’innovation et de l’impact…
Added 14 hours ago
M
Représentant, soutien des ventes 10h30 à 19h00 l Sales Support Representative 10:30am to 7:00pm
Medisca
Montreal, QC
- Full-time
…comble les lacunes en matière de soins de santé grâce à un engagement inébranlable en faveur de la précision, de l’innovation et de l’impact…
Added 14 hours ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Calgary, AB
- Full-time
- An opportunity to get involved and become a member of one of our national employee committees - social responsibility, employee engagement, diversity, equity & inclusion
Added 14 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Provide comprehensive client service including regular portfolio reviews, performance monitoring, fund transfers, timely responses to client inquiries, and ongoing client engagement
Added 14 hours ago
T
Audit Manager I, Insurance Audit (1191)
TD
Toronto, ON
- Full-time
Provide subject matter expertise and/or input to audit projects/initiatives as a representative for area of specialization identify key risks and identify opportunities where controls are…
Added 14 hours ago
C
Client Service Representative
CIBC
Toronto, ON
- Part-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…
Added 14 hours ago
C
Client Service Representative
CIBC
Summerland, BC
- Part-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…
Added 15 hours ago
EN
Project Management Professionals (Evergreen Talent Pool)
ENGIE North America Inc.
Markham, ON
- Full-time
Support business development activities, including proposal development, client engagement, presentations, and market expansion initiatives.
Added 15 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…

CIBC

Financial Services Representative II

Salmon Arm, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 30, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 5, 2026

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

Salmon Arm

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Loyalty, Customer Engagement, Customer Experience (CX), Financial Products, Financial Services, Investments, Leveraging Technology, Mobile Banking, Mutual Funds, Risk Management, Sales

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 and have at least one year of experience in client service and sales. Strong critical thinking skills and a commitment to providing excellent client service are essential for this role.

Skills

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

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

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