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Added 1 min ago
Health Care Aide - Certified
Winnipeg Regional Health Authority
MB · Vita, MB
Demonstrated ability to perform as a team member and seek assistance as needed.
Added 1 min ago
LM
Assistant Vice President, Executive Underwriter, Property
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 1 min ago
C
Client Engagement Representative
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Centre. As a Client Engagement Representative, you will be the first point of contact for most…
Added 1 min ago
AA
Commercial Account Manager
Advance Auto Parts
Kitchener, ON
- Full-time
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 27 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
…a highly personalized and focused approach. SWP+ is also a member of Canadian Family…
Added 27 mins ago
V
Head of National Accounts & Institutional Sales, Vanguard Canada
Vanguard
Toronto, ON
- Full-time
…intermediary investment and institutional retirement clients. As a key member of our Canadian leadership team, you will play a crucial role in further enhancing Vanguard's reputation for…
Added 27 mins ago
RS
Logistics Supervisor - Weekend Afternoon Shift
Ryder System, Inc.
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- Full-time
Plan and review, in collaboration with the Logistics Manager, all logistics processes, ensuring that they meet the company standards and customer service specifications
Added 29 mins ago
RS
Diesel Mechanic Technician Trainee
Ryder System, Inc.
London, ON
- Full-time
…a new employee with the Technician role while working as a Service Employee and is enrolled in Ryder's 18 month Technical Training Developmental Program. The incumbent will be assigned to a…
Added 29 mins ago
GO
Crown Attorney
Government of Nova Scotia
Port Hawkesbury, NS
- Full-time
The Public Prosecution Service (PPS) offers a unique and meaningful opportunity to contribute to justice and public safety. Established in 1990 as the first statutorily based independent…
Added 46 mins ago
Coordinator, Construction Services
Defence Construction Canada
Cold Lake, AB
…infrastructure projects for our Client-Partner. By becoming a DCC team member, you will have the opportunity to deliver infrastructure solutions that support Canada’s troops and the defence…
Added 59 mins ago
T
Architectural Project Manager
TransLink
Vancouver, BC · Greater Vancouver, BC
- $91,840 to $137,760 CAD / year
- Full-time
…(PMP), Leadership in Energy and Environmental Design (LEED), Member of the Canadian Institute of Planners (MCIP), Architectural Institute of British Columbia (AIBC) registration, or…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse Desjardins de l'Université Laval
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
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…your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
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Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Saint-Alexandre-de-Kamouraska, QC · Saint-Pascal, QC · Caisse Desjardins du Centre Est de Kamouraska
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
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…your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide…
Added 1 hour ago
C
Produce Clerk (part-time), Swan River - Swan Valley Co-op
Co-op
Swan River, MB
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Be a public relations representative for the Co-op in the communities we serve.
Added 1 hour ago
C
Financial Services Representative - Universal Banker - Brossard
CIBC
Brossard, QC
- Full-time
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…
Added 1 hour ago
C
Financial Services Representative II
CIBC
Listowel, ON
- Full-time
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…
Added 1 hour ago
B
Customer Services Representative
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- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 hour ago
B
Customer Service Representative
BMO
North Vancouver, BC
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Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 hour ago
Territory Sales Representative
Bell
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As a Regional Sales Representative, you will be responsible for driving sales performance and execution excellence across a network of retail partners, including Best Buy, The Mobile Shop,…
Added 1 hour ago
IG
Asset Recovery Representative
IMP Group International
Toronto, ON
- Full-time
HME, a member of IMP Group’s investment portfolio, is currently seeking an Asset Recovery Representative to join our team. HME is one of Canada's largest independently owned providers of…
Added 1 hour ago
KP
Elementary Permanent (6.03) - Brighton PS - Core French - 0.52 FTE - (FSL., Qualifications Required)
Kawartha Pine Ridge District School Board
Brighton, ON
- Contract
Kawartha Pine Ridge District School Board is committed to a qualified workforce that is representative of the diversity of the people of Ontario and across the communities we serve. We…
Added 1 hour ago
SD
1.0 FTE Temporary full-time Grade 5/6 teaching position
School District 58 Nicola-Similkameen
Merritt, BC
- Full-time
Committed to establishing and maintaining positive relationships with students, staff and parents. Committed to working as a member of a school team in support of students.

CIBC

Financial Services Representative II

Oakville, ON, Canada

Full-time

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Job details

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: Oct 6, 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

Oakville-Lakeshore & George

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Banking, Customer Service, Financial Products, Investments, Relationship Building

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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

Candidates must possess a current Mutual Funds License and demonstrate at least one year of experience in client service and sales. You must be available to work on-site full-time, including evenings and weekends as required by the banking centre.

Skills

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

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
Personal Banking
Business 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 Service
Critical Thinking
Accountability
Teamwork
Trust
Purpose Day
Pension Plan
Employee Share Purchase Plan
Banking Centre

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