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Added 9 mins ago
A
Business Development Representative
Alphabyte
Canada
- Full-time
6–24 months in outbound sales, inside sales, recruiting or another customer-facing role
Added 10 mins ago
TN
Inside Sales Representative
The Noel Asmar Group
BC · Surrey, British Columbia
- Full-time
…business role. It is not account management, order taking or customer…
Added 25 mins ago
GT
Program Manager
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
We are seeking an experienced Program Manager to lead defence and commercial programs across both domestic and international markets, serving as the organization’s primary representative.
Added 25 mins ago
TG
Planet Fitness - Overnight Member Services Representative - Part Time - Bank Street
Taymax Group
Ottawa, ON
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
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 25 mins ago
Shipper/Receiver
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Calgary, AB
Added 40 mins ago
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Security Concierge
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Toronto, ON
- Full-time
…provide services. Provide assistance/ support by answering customer inquiries and direct as…
Added 40 mins ago
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HSE Specialist - Night Shift
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AB · Edmonton, AB
- Full-time
Customer service, including developing and improving customer relationships internally and externally.
Added 40 mins ago
LA
Automotive Parts Representative
Lordco Auto Parts
Richmond, BC
- $21 to $25 CAD / hour
- Full-time
…family-owned and operated business since 1974. Start your career in customer service and grow with us…
Added 40 mins ago
Retail Sales Representative - Quebec City
Encore
Quebec, QC
The Opportunity: RETAIL SALES REPRESENTATIVE - Quebec City, QC- FULL-TIME HOURS - 50k/year + mileage
Added 55 mins ago
BV
Admissions Representative
Bow Valley College
Calgary, AB
- Full-time
Join Bow Valley College as an Admissions Representative and play a key role in supporting prospective students on their journey into post-secondary education. Reporting within the…
Added 1 hour ago
A
Vehicle Registration Clerk - Winnipeg Satellite Office
AutoCanada
Winnipeg, MB
- $45,000 to $50,000 CAD / year
- Other
…Port Moody, Service Department, Fixed Ops, Fixed Operations, Customer Care, After-Sales, After Sales, Customer Service, Call Center, Sales Representative, Call Center Representative,…
Added 1 hour ago
RS
Material Handler Night Shift Sunday - Wednesday
Ryder System, Inc.
Winnipeg, MB
- Full-time
Your Voice. Your Success. The Future We Build Together.
Added 1 hour ago
RS
Material Handler Night Shift Sunday - Wednesday
Ryder System, Inc.
Winnipeg, MB
- Full-time
Your Voice. Your Success. The Future We Build Together.
Added 1 hour ago
RS
Material Handler Night Shift Wednesday - Saturday
Ryder System, Inc.
Winnipeg, MB
- Full-time
Recognize and correct potential process errors before actions adversely affect the customer. Recognize damaged product at any point in the warehousing process and take appropriate action…
Added 1 hour ago
Operations Supervisor
David's Bridal
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…schedule, gain hands-on leadership experience, and help drive store success by supporting a high-performing team and delivering outstanding customer experiences every…
Added 1 hour ago
A
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Montreal, QC
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Added 1 hour ago
Le Représentant des Ventes en Location/Rental Sales Associate
Ryder Supply Chain Solutions
Montreal, QC · Anjou
Added 1 hour ago
P
Sales and Operations Management Trainee
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- Full-time
…are driven by a dedication to excellence and a commitment to customer success. Visit Go Penske to learn…
Added 1 hour ago
C
Client Associate Wood Gundy
CIBC
Penticton, BC
- Part-time
…maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right…
Added 1 hour ago
C
Financial Services Representative II
CIBC
Oakville, 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
Financial Advisor, Investment & Retirement Planning
Scotiabank
Hamilton, ON · Ancaster, ON
…sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned…
Added 1 hour ago
Financial Service Representative
Money Mart
Toronto, ON
At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible,…
Added 1 hour ago
Financial Service Representative
Money Mart
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At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible,…
Added 1 hour ago
Sales Representative - Facility Services
Cintas
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That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…

CIBC

Financial Services Representative II

Oakville, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 28, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 27, 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

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

You 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. Strong critical thinking skills and a commitment to professional growth are essential for this role.

Skills

Accountability
Banking
Customer service
Financial products
Investments
Relationship building
Cash management
Credit
Wealth protection
Financial planning
Marketing
Outreach
Mobile banking applications
Critical thinking
Sales

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 Centre
Personal Banking
Business Banking
Cash Management
Credit
Investments
Wealth Protection
Financial Planning
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Mobile Banking
Relationship Management
Sales Results
Client Engagement
Critical Thinking
Purpose Day
Pension Plan
Employee Share Purchase Plan

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