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Added 3 mins ago
LH
2600001229 - Physiotherapist
Lakeridge Health
Ajax, ON
- Full-time
…evaluation and with education activities as determined by the service. Other related duties as required. Weekend scheduling may be required. Travel between Lakeridge Health campuses may be…
Added 3 mins ago
S
Client Care Coordinator, Reproductive Mental Health - BC Women’s Hospital & Health Centre
Sanya’k̓ula
Vancouver, BC
- Full-time
…with medical leadership, this role helps ensure excellence in service delivery, promotes education and research, and fosters positive outcomes for clients and…
Added 4 mins ago
Overnight Maintenance
McDonald's
West St. Paul, MB
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 4 mins ago
V
Financial Services Representative - Blundell Centre (6-Month Contract)
Vancity
Richmond, BC
- Full-time
As a Financial Services Representative, you’ll be the first point of contact for our members – making it easier to bank with us, earning their trust, and creating a personalized member…
Added 18 mins ago
LH
2600002348 - Registered Practical Nurse
Lakeridge Health
Oshawa, ON
- Internship
Demonstrated commitment to exceptional customer service within multidisciplinary team and when dealing with patients, colleagues, volunteers and other members of the community and public;
Added 33 mins ago
WS
Employment Consultant
WCG Services
Kelowna, BC
- Full-time
You love communication and using your customer service focus to assist clients to find employment. As an Employment Consultant, you’ll motivate and support clients through…
Added 33 mins ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- Part-time
…them and taking care of them with one of the highest customer service scores in…
Added 33 mins ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- Part-time
…them and taking care of them with one of the highest customer service scores in…
Added 33 mins ago
DB
Part Time Bridal Sales
David's Bridal
Hamilton, ON
- Part-time
…them and taking care of them with one of the highest customer service scores in…
Added 33 mins ago
PT Contact Centre Representative
CAA Niagara Talent Management Team
Thorold, ON
You’ll use a range of tools and software to support our operations and ensure every member receives prompt, clear, and compassionate service. This role is grounded in teamwork and…
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Vaughan Metropolitan Centre
GoodLife Fitness
Vaughan, ON
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
C
Client Service Representative [Hourly]
CIBC
Treherne, MB
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 1 hour ago
A
Retail Sales Representative
Acosta
Calgary, AB
- Full-time
We are currently recruiting a results-oriented Sales and Merchandising Representative to represent our clients.
Added 1 hour ago
B
Facility Manager III
BGIS
Milton, ON
- Full-time
…within a region. The Facility Manager III is the primary BGIS representative for day-to-day contact with the Client and the Tenants for performance of the contract. The FM III will manage a…
Added 1 hour ago
FC
Member Experience Representative
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 1 hour ago
Casual Registered Early Childhood Educator
Family Day Care Services
Haldimand, ON · Toronto, ON · Mississauga, ON · Brampton, ON · Caledon, ON · ON
…families throughout Toronto, York and Peel Regions. We are a multi service organization with over 500 employees, providing a broad range of services including: 29 Child Care Centres, 49…
Added 1 hour ago
C
Mobile Financial Services Representative
CIBC
Toronto, ON · East Gwillimbury, ON · Oshawa, ON · Ajax, ON · Richmond Hill, ON · Newmarket, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client…
Added 1 hour ago
C
Financial Services Representative II
CIBC
Kingston, 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
C
Client Service Representative
CIBC
Invermere, BC
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 1 hour ago
C
Client Service Representative
CIBC
Iqaluit, NU
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 1 hour ago
C
Client Service Representative
CIBC
Iqaluit, NU
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
Added 1 hour ago
C
Agro Sales Representative
Co-op
Estevan, SK
- Full-time
Build a relationship-driven B2B sales career with Southern Plains Co-op. As an Agro Sales Representative, you will work with growers, commercial customers, and industrial clients across our…
Added 2 hours ago
Financial Services Representative (Bilingual, Fr/Eng)
The Canada Life Assurance Company
ON
The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and…
Added 2 hours ago
Assistant Store Manager
Rogers Communications
Toronto, ON · Scarborough, ON
Customer Engagement: Enhance the retail experience by providing best in class service and value-added solutions to our customers through promoting Rogers & Fido brands including Rogers…
Added 2 hours ago
LH
2600002559 - Registered Nurse
Lakeridge Health
Oshawa, ON
- Full-time
To use nursing process in providing patient care. To participate as a member of the Health Care Team and the Nursing Team. As an individual practitioner, to maintain competence and…

CIBC

Financial Services Representative II

Peterborough, ON, Canada
Peterboro-Monaghan&Lansdowne, Canada

Full-time

Apply About employer

Applications open in a new tab.

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 9, 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

Peterboro-Monaghan&Lansdowne

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 outreach activities and leverage mobile banking technology to help clients manage their financial needs.

Requirements

Candidates must possess a current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and 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.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales
Customer service
Communication
Networking
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
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Client Engagement
Relationship Management
Cash Management
Wealth Protection
Financial Planning
Mobile Banking
Sales Results
Customer Experience
Critical Thinking
Networking
Banking Centre
Personal Banking
Business Banking
Credit
Accountability
Teamwork
Trust

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