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Added 13 mins ago
H
Psychologist PhD
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…Health and Continuing Care portfolio are developed within a client centered/ resident directed framework, with individuals experience being paramount in decision making. Consultation with…
Added 13 mins ago
BC
Bilingual Inside Sales Representative
Bunzl Canada
Ottawa, ON
- Full-time
We are seeking a dynamic and results-driven Bilingual Inside Sales Representative to drive revenue and margin growth by expanding share-of-wallet within existing accounts and identifying…
Added 13 mins ago
Shared Care Counsellor - Adult
Winnipeg Regional Health Authority
Morden, MB
Minimum of two (2) years supervised counselling experience.
Added 28 mins ago
S
Senior Project Coordinator
SGS
Burnaby, BC
- Full-time
Arranging client meetings, planning visits, and booking travel arrangements like hotels and cars. Allocated at approximately seven to nine percent.
Added 59 mins ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
We’re looking for a collaborative, curious, market-driven professional with hands-on experience in trading and client relationship management.
Added 59 mins ago
GO
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Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
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Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive…
Added 1 hour ago
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Personal Finance Advisor
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Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive…
Added 1 hour ago
D
Client Financial Services Agent
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- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 1 hour ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
St. John's, NL
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 hour ago
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Occupational Therapist Degree
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Saskatoon, SK
- Full-time
Experience in neurological rehabilitation is an asset
Added 1 hour ago
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Nurse Practitioner
HealthCareersInSask.ca
Assiniboia, SK
- Part-time
3 years experience as a RN in critical care, ER, acute care or primary care.
Added 1 hour ago
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Proposal Manager
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Answer, edit and complete sales proposals, client reports and ad hoc questionnaires with accuracy and by deadline
Added 1 hour ago
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Plan Design System Coder
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- Full-time
Maintain a high level of accuracy and attention to detail, recognizing that system configuration directly impacts plan administration, member experience and claims processing.
Added 1 hour ago
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Représentant(e) développement des fffaires | Business Development Representative
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Montreal, QC · Toronto, Ontario
- Full-time
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Added 1 hour ago
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Area Manager
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- Full-time
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Added 2 hours ago
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Contact Center Rep II, Borrowing (Markham, On)
TD
Markham, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 2 hours ago
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Senior Home Care Scheduler
HealthCareersInSask.ca
Fort Qu'appelle, SK
- Full-time
Job Description: Creates and maintains schedules, adhering to collective bargaining agreements and client needs. Provides functional guidance and technical direction to staff and managers.
Added 2 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive…
Added 2 hours ago
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Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy is therefore essential. You…
Added 2 hours ago
D
Executive Administrative Assistant-Office Manager, Capital Markets
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Calgary, AB
- Full-time
Print and bind client presentation materials ahead of client meetings
Added 2 hours ago
C
Universal Banker
CIBC
Comox, BC
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 2 hours ago
M
Presale Marketing Consultant
Manulife
Waterloo, ON · Montreal, QC
- Full-time
Respond to complex RFPs, RFIs and databases, with unique, tailored responses that demonstrate our understanding of a client/prospect’s concerns
Added 2 hours ago
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Field Sales Representative - Facebook
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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 27, 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 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

2027-11-30

Job Location

Vancouver-Broadway & McKenzie

Employment Type

Temporary (Fixed Term)

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 outreach activities and assist clients with mobile banking technology to manage their financial needs.

Requirements

Candidates must hold a current Mutual Funds License and demonstrate 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 able to work on-site.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales results
Mutual funds
Customer service
Banking operations
Communication
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
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Financial Planning
Mobile Banking
Client Engagement
Relationship Management
Sales
Customer Experience
Banking Centre
Critical Thinking
Technology Expert
Personal Banking
Business Banking
Financial Goals

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