Financial sales representatives jobs in Brampton, ON and nearby

Within 25 km

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Added 13 hours ago
T
Personal Banker Trainee
TD
Brampton, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 2 days ago
T
Bilingual Financial Services Representative
TEKsystems
Toronto, ON
- $24 to $27 CAD / hour
- Contract
Work Model: Hybrid, three days per week in office · Ability to work from the office three days per week
Added 6 days ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
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
Added 7 days ago
B
Personal Banker
BMO
Mississauga, ON
- Full-time
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service…
Added 8 days ago
T
Personal Banker Trainee
TD
Mississauga, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 9 days ago
C
Financial Services Representative (English and French speaking)
CIBC
Mississauga, ON
- Full-time
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
Added 9 days ago
C
Financial Services Representative II
CIBC
Mississauga, ON
- Full-time
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
Added 10 days ago
C
Financial Services Representative II
CIBC
Vaughan, ON
- Full-time
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
Added 13 days ago
C
Financial Services Representative II
CIBC
Toronto, ON
- Full-time
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
Added 14 days ago
T
Senior Personal Banker Trainee - Home Borrowing
TD
Brampton, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 15 days ago
B
Personal Banker
BMO
Mississauga, ON
- Full-time
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service…
Added 15 days ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Mississauga, 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 16 days ago
C
Financial Services Representative (Multiple Locations)
CIBC
Brampton, ON · Mississauga, ON · Vaughan, ON
- Full-time
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
Added 16 days ago
C
Financial Services Representative II
CIBC
Vaughan, ON
- Full-time
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
Added 16 days ago
T
Personal Banker Trainee
TD
Brampton, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 17 days ago
T
Senior Personal Banker - Investing Future Opportunities for Brampton and Mississauga
TD
Mississauga, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 18 days ago
RM
Junior Credit Analyst - New Grad
Russel Metals
Mississauga, ON
- Full-time
In this role, you'll support the day-to-day credit function by assessing customer accounts, analyzing financial information, and helping to manage credit risk while building strong…
Added 20 days ago
C
Financial Services Representative II
CIBC
Brampton, ON
- Full-time
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
Added 20 days ago
ST
Senior Credit Analyst
Sailun Tire Americas
Woodbridge, ON
- $80,000 to $110,000 CAD / year
- Full-time
Analyze customer operational and financial performance to provide meaningful credit insights and business recommendations to Finance, Sales, and leadership teams.
Added 21 days ago
CM
Senior Credit Analyst - ACC
CanCap Management Inc.
Mississauga, ON
- $50,000 to $65,000 CAD / year
- Full-time
AutoCapital Canada Inc. is part of privately-owned Canadian national financial services company with multiple verticals across automotive, consumer, and merchant lending portfolios. We…
Added 21 days ago
B
Credit Analyst
BMO
Vaughan, ON
- Full-time
This is an exciting opportunity for a finance professional who enjoys analyzing complex financial information, building client relationships, and partnering with experienced Relationship…
Added 22 days ago
C
Financial Services Representative II
CIBC
Mississauga, ON
- Full-time
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
Added 22 days ago
T
Personal Banker Trainee - Future Opportunities
TD
Mississauga, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 23 days ago
T
Senior Personal Banker Trainee - Investng
TD
Mississauga, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 23 days ago
T
Senior Personal Banker Trainee - Home Borrowing
TD
Brampton, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…

CIBC

Financial Services Representative II

Vaughan, ON, Canada

Full-time

Apply on cibc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 16, 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

Hwy 400 & Major Mackenzie Dr

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 on cibc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Build relationships with personal and business banking clients, understand their goals, and recommend tailored financial products and solutions, including cash management, credit, investments, and wealth protection. Conduct outreach and marketing, connect clients with appropriate specialists, and help them use mobile banking tools to manage their needs.

Requirements

Applicants need a current Mutual Funds License in good standing, obtained through the Canadian Securities Course or Investment Funds In Canada, and at least one year of experience working with clients and achieving sales results. Prior banking experience in a similar role is an asset; candidates should also demonstrate client focus, goal orientation, attention to detail, critical thinking, relationship-building, and a willingness to learn.

Skills

Client Service
Customer Experience
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results Orientation
Client Engagement
Relationship Building
Sales
Cash Management
Credit
Investment Products
Mobile Banking

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Personal And Business Banking
Client Engagement
Relationship Building
Financial Planning
Cash Management
Credit
Investment Products
Wealth Protection
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Sales Results
Client Service
Customer Experience
Digital Literacy
Mobile Banking Applications
Outbound Calls
Marketing And Outreach
Regulatory Requirements
Goal Planning
Group Problem Solving
Results Orientation
Banking Centre

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Financial sales representatives jobs in Brampton, ON and nearby

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