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Added 25 mins ago
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Financial Services Representative
CIBC
Markham, 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 25 mins ago
C
Financial Services Representative II - Secondment/Contract
CIBC
Bowmanville, 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 25 mins ago
C
Financial Services Representative II
CIBC
Hamilton, 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 25 mins ago
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Financial Services Representative II
CIBC
Colborne, 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 25 mins ago
C
Financial Services Representative
CIBC
Toronto, 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 40 mins ago
M
Elite Inforce Case Coordinator
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life…
Added 40 mins ago
Fire Protection Specialist
Westinghouse Electric Company, LLC
Kitchener, ON
…goals and we recognize that our employees are our most valuable asset when it comes to achieving that…
Added 1 hour ago
UG
26AE08 - Capital Renewal Project Lead - Guelph Board Office
Upper Grand District School Board
Guelph, ON
- Full-time
Experience within the education or public sector is considered an asset
Added 2 hours ago
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Executive Director, Transit Enforcement and Fare Collection (13950)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…leadership and executive oversight of transit enforcement, revenue protection operations, and fare collection. Reporting to the Chief Operating Officer, the Executive Director is…
Added 2 hours ago
C
Financial Services Representative II
CIBC
Barrie, 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
CM
Farm Tractor Operators - SNOW REMOVAL - 24/7 Availability
Clintar Markham, ON
Newmarket, ON
- $30 to $35 CAD / hour
- Part-time
Experience operating farm tractors in snowy conditions is a strong asset.
Added 2 hours ago
CM
Farm Tractor Operators - SNOW REMOVAL - 24/7 Availability
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Ajax, ON
- $30 to $35 CAD / hour
- Part-time
Experience operating farm tractors in snowy conditions is a strong asset.
Added 5 hours ago
Sales Support Coordinator
Enercare
Toronto, ON
…flexibility and a strong sense of organization are a must as the representative will balance between a variety of call types and business…
Added 1 day ago
AE
Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Integrity is your middle name: You ensure store safety standards are maintained, you're committed to Asset Protection standards, you always adhere to AEO's policies and procedures, and you…
Added 1 day ago
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Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
AB · Edmonton, AB
- Full-time
Integrity is your middle name: You ensure store safety standards are maintained, you're committed to Asset Protection standards, you always adhere to AEO's policies and procedures, and you…
Added 1 day ago
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AE - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
Integrity is your middle name: You ensure store safety standards are maintained, you're committed to Asset Protection standards, you always adhere to AEO's policies and procedures, and you…
Added 1 day ago
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Offline - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
Integrity is your middle name: You ensure store safety standards are maintained, you're committed to Asset Protection standards, you always adhere to AEO's policies and procedures, and you…
Added 1 day ago
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Representative
Primerica
Toronto, ON · Greater Toronto Area, Canada
- Part-time
…street communities make informed decisions about their financial protection and future. Primerica operates through a network of representatives who directly serve clients in their…
Added 1 day ago
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PIA Client Service Associate
TD
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- 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 1 day ago
RS
Director of Business Development
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Added 2 days ago
UG
26OTR38 - Literacy & Numeracy Support Instructor (WSS)
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Orangeville, ON
- Full-time
OCT qualifications will be considered an asset
Added 2 days ago
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Casual – Community Health Nurse, Public Health Nurse
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NU · Nunavut, Canada
- Temporary
…societal values, promotes use of the Inuktut language, achieves a representative public service, and collaborates with partners to achieve the promise of Nunavut. Successful applicants will…
Added 2 days ago
LC
Asset Protection Representative
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- Full-time
…property? Join one of Canada’s most prominent and most respected Asset Protection teams and make a direct impact in safeguarding our business, our employees, and our…
Added 2 days ago
MR
Mechanical Systems Specialist
Mount Royal University
Calgary, AB
- Full-time
…mechanical systems including HVAC systems, plumbing systems, fire protection, contractor coordination, mechanical studies, service contracts, preventative maintenance, drawings, project…
Added 2 days ago
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CIBC

Financial Services Representative II

Barrie, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 27, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 26, 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.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2026-10-02

Job Location

Barrie-600 Yonge Street

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

Candidates 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. You must be available to work flexible banking centre hours, including evenings and weekends, and be willing to travel to multiple locations.

Skills

Client engagement
Relationship building
Cash management
Credit analysis
Investment advice
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales
Customer service
Marketing
Outreach
Technology proficiency

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

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
Client Engagement
Relationship Management
Mobile Banking
Sales Results
Customer Experience
Banking Centre
Financial Goals
Relationship Building
Technology Expert

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