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Added 11 mins ago
SL
Wealth Sales Director (External Wholesaler) – Downtown Toronto Region (FSB)
Sun Life
Toronto, ON · ON · Ontario Telecommuters
- Full-time
Provide leadership to your team consisting of the Wealth Sales Representative and Wealth Sales Coordinator
Added 11 mins ago
SC
Customer Service Representative
Staples Canada
Mississauga, ON
- Full-time
At Staples Professional, we’re committed to delivering exceptional service and building lasting relationships with our customers. As a Customer Service Representative (CSR), you will play a…
Added 11 mins ago
B
Inside Sales Representative
b62761d3-67ef-479c-8865-4f8052c92bc6
Chilliwack, BC
- $65,000 to $80,000 CAD / year
- Full-time
We are seeking a highly motivated and detail-oriented Inside Sales Representative to support transactional sales activities across our product lines.
Added 25 mins ago
Customer Service Representative - Highway 10 & Raylawson, Brampton (26.25 hrs/week)
Scotiabank
Brampton, ON
…Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey…
Added 25 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Saint-Polycarpe, QC
Training and/or experience interacting with the public in a retail and/or service environment, including sales and cash transactions
Added 40 mins ago
W
Technical Sales Representative- Bearings, Power Transmission
Wajax
ON · Stoney Creek, ON
- Full-time
Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers
Added 40 mins ago
CC
Retail District Manager - BC
Canna Cabana
Vancouver, BC · Yaletown, Vancouver, BC
- $80,000 to $90,000 CAD / year
- Full-time
…talented employees, providing the motivation for increased sales and customer service levels. The Retail District Manager, BC must possess a superior business intellect, responding quickly…
Added 40 mins ago
RS
Operations Management Trainee
Ryder System, Inc.
Toronto, ON · Etobicoke, ON
- Full-time
…work cross functionally across Operations, Asset Management, Sales, Quality, and…
Added 55 mins ago
T
Financial Planner
TD
Brampton, ON · Vaughan, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 55 mins ago
NF
Inside Sales Representative
NorthLake Financial ULC
Barrie, ON
- Full-time
The Sales Representative will service multiple dealers across Canada. The position involves building a book of business, managing a set region, and encouraging the adoption and usage of our…
Added 55 mins ago
Phonathon Team Leader Fall 2026 / Chef d'équipe phonathon automne 2026
McGill University
Mont-Royal, QC · Les Cours Mont Royal
The list of functions outlined above is representative and not a complete and detailed list of tasks which may be performed by an incumbent.
Added 55 mins ago
ES
Director of Engineering & Technical Services
Engineering Search Firm Inc.
Hanover, ON
- Full-time
…company policies and procedures while maintaining a customer service…
Added 55 mins ago
OF
Licensed Life Insurance Representative
Optimize Financial Group
Toronto, ON
- Full-time
We are seeking a Licensed Life Insurance Representative to work with Optimize’s established corporate client base and existing client relationships. This is not a cold-start or…
Added 55 mins ago
BG
Trade Marketing Representative - Airdrie, AB
Bentoel Group - A Member of British American Tobacco
Airdrie, AB
- Full-time
Imperial Tobacco Canada - A member of the BRITISH AMERICAN TOBACCO GROUP has an exciting opportunity for a Trade Marketing Representative in Airdrie and the surrounding areas.
Added 1 hour ago
AI
(Entry Level) Customer Service - Remote - Flexible Schedule
American Income Life Insurance Company
Remote, Canada
- Full-time
- Remote
Previous experience in customer service, sales, or a related field is preferred.
Added 1 hour ago
GF
Overnight Customer Service Representative (Motivator) – Medicine Hat Carry and Dunmore
GoodLife Fitness
Dunmore, AB · Medicine Hat, AB
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Regina Albert and 25 Ave
GoodLife Fitness
Regina, SK
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 1 hour ago
SF
Customer Service Representative
Sunrise Farms
Surrey, BC
- Full-time
The Customer Service Representative is the frontline liaison between the company and its clients, responsible for delivering exceptional service and support. They promptly address customer…
Added 1 hour ago
C
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 1 hour 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 1 hour 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 1 hour ago
C
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 1 hour 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 1 hour ago
JC
FT Sales Associate, Vancouver Outlet -- Richmond, B.C.
Jimmy Choo
Richmond, BC
- Full-time
…achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative who has the ability to multitask and is focused on building lasting client…
Added 1 hour ago
B
Customer Service Representative
BMO
Surrey, BC
- 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…

CIBC

Financial Services Representative II

Colborne, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 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 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

Colborne

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 service and product recommendations. 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 demonstrate at least one year of experience in client service and sales. You must be flexible to work banking centre hours, including evenings and weekends, and be available to work at multiple locations.

Skills

Client service
Customer experience
Digital literacy
Financial products
Goal planning
Group problem solving
Outbound calls
Regulatory requirements
Results-oriented
Cash management
Credit analysis
Investment management
Wealth protection
Relationship building
Critical thinking

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

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