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Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
C
Universal Banker
CIBC
Comox, BC
- Full-time
…forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 1 hour ago
M
Strategic Marketing Manager
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…that drives growth across Individual Insurance and Guarantee Wealth…
Added 1 hour ago
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Financial Services Representative (Cantonese/Mandarin)
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
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Financial Services Representative II
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
CG
Administrative Assistant
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 2 hours ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 2 hours ago
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Financial Planner- Red Deer, Alberta
TD
Red Deer, AB
- Full-time
…financial goals and objectives. With a focus on relationship management, advice and business development, you…
Added 2 hours ago
C
Financial Services Representative II
CIBC
Kelowna, BC
- 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
C
Financial Services Representative II
CIBC
Vancouver, BC
- 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
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Nelson, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 3 hours ago
C
Financial Services Representative II
CIBC
Vancouver, BC
- 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 4 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 4 hours ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 4 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 5 hours ago
T
Financial Planner - Edmonton
TD
AB
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 5 hours ago
D
Wealth Management Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 hours ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 9 hours ago
M
Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
…starting with you. This internship program with Manulife Private Wealth offers a unique opportunity to gain hands-on experience in the Private Wealth industry. It is ideal for motivated…
Added 17 hours ago
C
Financial Services Representative
CIBC
Chemainus, BC · Duncan, BC · Mill Bay, BC · Nanaimo, BC
- 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 20 hours ago
C
Financial Services Representative (Multiple Locations)
CIBC
Banff, AB · Calgary, AB · Drumheller, AB · Lethbridge, AB · Medicine Hat, AB · Olds, AB · Red Deer, AB · Stettler, AB
- 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 20 hours ago
C
Financial Services Representative (Multiple Locations)
CIBC
Beaumont, AB · Edmonton, AB · Fort Saskatchewan, AB · Jasper, AB · Leduc, AB · Sherwood Park, AB · St. Albert, AB · Stony Plain, AB
- 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 20 hours ago
C
Financial Services Representative
CIBC
Winnipeg, MB
- 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 20 hours ago
C
Financial Services Representative - Montreal Marché Central
CIBC
Montreal, QC
- 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…

CIBC

Financial Services Representative II

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 29, 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

Vancouver-Lonsdale & 16th

Employment Type

Regular

Weekly Hours

37.5

Skills

Customer Service, Digital Literacy, Financial Processing, Online Banking, Organizational Efficiency, Teamwork

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 act as a technology expert to guide clients through mobile banking applications and perform outreach activities to grow your network.

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. The role requires full-time on-site attendance and flexibility to work evenings and weekends at multiple banking centers.

Skills

Customer service
Digital literacy
Financial processing
Online banking
Organizational efficiency
Teamwork
Cash management
Credit analysis
Investment management
Wealth protection
Relationship building
Critical thinking
Sales
Communication

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
Cash Management
Credit
Wealth Protection
Mobile Banking
Client Engagement
Sales
Relationship Management
Financial Planning
Customer Experience
Banking Centre

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