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Added 12 mins ago
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Contact Center Rep II, Borrowing (Markham, On)
TD
Markham, ON
- Full-time
Markham Contact Centre Credit Card Representative
Added 12 mins ago
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Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 12 mins ago
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Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 13 mins ago
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Universal Banker
CIBC
Comox, BC
- Full-time
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…
Added 13 mins ago
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Bilingual Customer Service Representative I
Intact FC
Montreal, QC
- Full-time
We are looking for a Bilingual Customer Service Representative I to join our growing team!
Added 13 mins ago
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Customer Service Representative – Digital Centre of Expertise (Bilingual)
Intact FC
Laval, QC · Montreal, QC
- Full-time
Do you enjoy helping people and have a strong interest in technology? We are looking for Bilingual Customer Service Representatives to join our Digital Centre of Expertise!
Added 13 mins ago
Senior Financial Analyst (Program Admin Officer 4)
The Government of Nova Scotia
Halifax, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 13 mins ago
Physiotherapist - Rehabilitation Services
Nova Scotia Health and IWK Health
New Glasgow, NS
…physiotherapist reports to a Health Services Manager and as a member of a clinical team, the physiotherapist collaborated with colleagues to determine team goals and objectives,…
Added 43 mins ago
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Community Mentor (Part-time)
Catholic Social Services
Wetaskiwin, AB
- Part-time
…humility, compassion and respect. With more than 50 years of service delivery, Catholic Social Services is one of the largest multi-function social services agencies in Canada, with more…
Added 43 mins ago
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Financial Reporting & Risk Manager
Halifax
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- Full-time
Administer debt service payment processes through Computershare, ensuring compliance with debt trust indenture requirements, payment schedules and related reporting obligations.
Added 58 mins ago
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Service Desk Asset Management Officer
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Manager of the Government of Nunavut (GN) Service Desk, the Service Desk Asset Management Officer (Officer) is a senior member of the GN Help Desk team. The Officer’s…
Added 58 mins ago
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Ottawa Head Event Supervisor
Puppy Sphere
Ottawa, ON
- $20 CAD / hour
- Part-time
Conduct quick team member check-ins while on-site to ensure team pulse is in accordance with Puppy Sphere’s values and standards.
Added 58 mins ago
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Planet Fitness - Member Services Representative - Part Time - London
Taymax Group
London, 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 58 mins ago
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Planet Fitness - Member Services Representative - Part Time - South Barrie
Taymax Group
Barrie, 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 58 mins ago
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Planet Fitness - Member Services Representative - Part Time - Brockville
Taymax Group
Brockville, 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 58 mins ago
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Financial security advisor, Life and health insurance
Desjardins
Baie-Comeau, QC · Forestville, QC · Les Escoumins, QC · Caisse Desjardins de la Manicouagan
- Full-time
…and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and…
Added 58 mins ago
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Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 58 mins ago
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Financial Services Representative (Cantonese/Mandarin)
CIBC
Toronto, ON
- Full-time
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…
Added 58 mins ago
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Financial Services Representative II
CIBC
Toronto, ON
- Full-time
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…
Added 1 hour ago
CC
Member Service Representative 1 - RC - Union
Coastal Community
Nanaimo, BC
- Part-time
…and we’ve got an opportunity for you. We are looking for a Member Service Representative, so if you’re passionate about improving people’s financial health and have experience with sales…
Added 1 hour ago
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AZ Cross Border Truck Driver - Texas
Ryder Supply Chain Solutions
London, ON · CAN - London ON Green Valley Rd
- Full-time
Ability to work independently and as a member of a team Able to work with minimum supervision required
Added 1 hour ago
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AZ Cross Border Truck Driver - OTR
Ryder Supply Chain Solutions
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Ability to work independently and as a member of a team Able to work with minimum supervision required
Added 1 hour ago
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Financial Planner- Red Deer, Alberta
TD
Red Deer, AB
- Full-time
Participate fully as a member of the team, support a positive and service-oriented work environment
Added 1 hour ago
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Operations Analyst III
TD
Mississauga, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure the timely communication of…
Added 1 hour ago
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Financial Services Representative II
CIBC
Kelowna, BC
- Full-time
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…

CIBC

Financial Services Representative II

Kelowna, BC, Canada

Full-time

Apply About employer

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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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