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Added 11 mins ago
IF
Mobile Mortgage Specialist
Innovation Federal Credit Union
Beaumont, AB · AB · Edmonton, AB
- Full-time
Be an independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market.
Added 11 mins ago
KA
Part-Time Cash Office Clerk
Kaizen Automotive Group
Calgary, AB
- Part-time
…we operate. We are always evolving to deliver an exceptional experience for our customers, strengthen opportunities for our employees, and support the communities in which we…
Added 11 mins ago
KA
Detail Supervisor
Kaizen Automotive Group
Calgary, AB
- Full-time
…we operate. We are always evolving to deliver an exceptional experience for our customers, strengthen opportunities for our employees, and support the communities in which we…
Added 11 mins ago
KA
Body shop production Manager
Kaizen Automotive Group
Calgary, AB
- Full-time
…we operate. We are always evolving to deliver an exceptional experience for our customers, strengthen opportunities for our employees, and support the communities in which we…
Added 11 mins ago
DO
Project Coordinator, Practice Transformation
Doctors of BC
Vancouver, BC · BC
- Full-time
…the highest standard of health care, while achieving maximum professional satisfaction and fair economic…
Added 11 mins ago
DO
Practice Improvement Coach, Interior-Kelowna
Doctors of BC
Kelowna, BC
- Full-time
…the highest standard of health care, while achieving maximum professional satisfaction and fair economic…
Added 11 mins ago
DO
Accountant (24 Month Contract)
Doctors of BC
Vancouver, BC · BC
- Part-time
…the highest standard of health care, while achieving maximum professional satisfaction and fair economic…
Added 11 mins ago
AR
Sales & Events Coordinator
Algonquin Resort
Banff, AB
- Full-time
Act as the primary liaison once contracts are executed, ensuring smooth and professional communication throughout the lifecycle of the group.
Added 11 mins ago
R(
Fashion Associate (Part time) - RW&CO
Reitmans (Canada) Ltée/Ltd
Abbotsford, BC
- Part-time
Deliver an outstanding shopping experience that builds strong customer relationships and loyalty.
Added 11 mins ago
FT
Commercial Tire Technician (Langford)
Fountain Tire
Victoria, BC
- Other
Amazing customers to impress with your professional and friendly customer service
Added 11 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
North Battleford, SK
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Edmonton, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
North Battleford, SK
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 mins ago
SD
Technicien en pharmacie assujetti à une règlementation, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montréal-Ouest, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 mins ago
SD
Pharmacist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Bolton, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 mins ago
HR
Front Desk Agent - Hotel Operations
Hard Rock Hotel & Casino Ottawa
Ottawa, ON · Hard Rock Hotel & Casino Ottawa
- $20.05 CAD / hour
- Part-time
…with other departments to ensure smooth, high‑quality guest experience in a fast‑paced…
Added 26 mins ago
YH
Registered Practical Nurse
Yee Hong Centre For Geriatric Care
Toronto, ON · Scarborough McNicoll
- Part-time
…senior care in the country, delivering high-quality resident experience and care to Chinese and other Asian seniors since 1994. The organization operates 805 long-term care beds and 308…
Added 26 mins ago
YH
Personal Support Worker
Yee Hong Centre For Geriatric Care
Toronto, ON · Scarborough McNicoll
- Part-time
…senior care in the country, delivering high-quality resident experience and care to Chinese and other Asian seniors since 1994. The organization operates 805 long-term care beds and 308…
Added 26 mins ago
YH
Activation Worker (Temporary Full-Time)
Yee Hong Centre For Geriatric Care
Toronto, ON · Scarborough McNicoll
- Full-time
…senior care in the country, delivering high-quality resident experience and care to Chinese and other Asian seniors since 1994. The organization operates 805 long-term care beds and 308…
Added 26 mins ago
YH
Personal Support Worker
Yee Hong Centre For Geriatric Care
Toronto, ON · Scarborough McNicoll
- Part-time
…senior care in the country, delivering high-quality resident experience and care to Chinese and other Asian seniors since 1994. The organization operates 805 long-term care beds and 308…
Added 26 mins ago
YH
Personal Support Worker
Yee Hong Centre For Geriatric Care
Toronto, ON · Scarborough McNicoll
- Part-time
…senior care in the country, delivering high-quality resident experience and care to Chinese and other Asian seniors since 1994. The organization operates 805 long-term care beds and 308…
Added 26 mins ago
IR
Medical Reports Reviewer
IME RESOURCES LLC
Toronto, ON
- $25 to $27 CAD / hour
- Full-time
…practitioner (ideally kinesiologists or chiropractors) or have experience in the IME (independent medical exam)…
Added 26 mins ago
Police Communications Operator
The City of Red Deer
Red Deer, AB
…information to RCMP and Municipal Enforcement Officers, providing professional customer service to the public and partner agencies, errors in communication can directly affect safety and…

CIBC

Financial Services Representative II

Kelowna, BC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 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.
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

Kelowna-2107 Harvey Ave

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 outreach activities and leverage mobile banking technology to help clients manage 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 providing excellent client service are essential for this role.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking
Critical thinking
Sales
Customer service
Communication
Technology proficiency
Goal setting
Networking

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
Financial Planning
Mobile Banking
Client Engagement
Relationship Management
Sales
Customer Experience
Critical Thinking
Banking Centre
Personal Banking
Business Banking
Networking
Accountability
Teamwork
Trust

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