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Added 7 mins ago
CG
Business Analyst, Workforce Strategy
Compass Group Canada
Mississauga, ON
- Full-time
5–8 years of experience in workforce analytics, labour optimization, or operations/financial analysis.
Added 7 mins ago
SM
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- Full-time
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MB
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- Full-time
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Thorek/Scott and Partners
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- Full-time
…and International clients include: global banks and non-bank financial institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a…
Added 21 mins ago
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Financing Specialist
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- Full-time
…exceptional client experience by providing superior business, financial and credit advice. Your contribution to the Client’s Relationship Team, and strategic partner to the Commercial…
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Client Advisor Intern
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Principal Program Manager- Identity & Trust
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- Full-time
…who are united by our vision to transform lives with trusted financial services that transcend…
Added 21 mins ago
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Personal Banker Trainee - Korean, Vietnamese, Mandarin and/or Cantonese are considered an asset
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Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 21 mins ago
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Associate, Private Wealth
TD
Toronto, ON
- Full-time
…the most exciting and fastest growing spaces in the world of financial services. The TD Private Wealth is looking to hire an Associate to join their dynamic team in providing an exceptional…
Added 21 mins ago
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Personal Banking Associate Trainee
TD
St. Albert, AB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 21 mins ago
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Customer Experience Associate
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Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 21 mins ago
C
Financial Services Representative II
CIBC
Calgary, AB
- Full-time
…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…
Added 21 mins ago
C
Director, Client Onboarding & Service - Bilingual
CIBC
Montreal, QC
- Full-time
…relationship management, and/or operational leadership within financial services. Experience supporting Commercial Banking clients and cash management, treasury, or related commercial…
Added 21 mins ago
C
Client Engagement Associate, 29h/week - Vaudreuil
CIBC
Vaudreuil-Dorion, QC
- Part-time
…in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be…
Added 21 mins ago
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Senior Manager, Business Risk
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- Full-time
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Added 21 mins ago
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Personal Banking Associate
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…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 21 mins ago
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Senior Software Engineer
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Toronto, ON · Waterloo, ON
- Full-time
Added 21 mins ago
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Credit Analyst - Surety
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Added 21 mins ago
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Commercial Manager / Senior Commercial Manager
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…investment team in New York, you will develop business cases and financial analysis to support RFP submissions and acquisitions, helping deliver profitable projects that meet key financial…
Added 21 mins ago
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- Full-time
…maintaining accurate records; and completing the administrative and financial processes connected with canvassing…
Added 21 mins ago
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Banking Operations Analyst-Trade Settlements/DTC/CDS
BeachHead
Toronto, ON
- $17.6 to $27.7 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Banking Operations Analyst-Trade Settlements/DTC/CDS to provide day-to-day support across segregation, trade inputs and…
Added 21 mins ago
RD
Assistant Branch Operations Manager
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Ottawa, ON
- Full-time
A world-class training program in financial services
Added 21 mins ago
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…AS400/IBM i environments and a strong background in the banking or financial services industry. The ideal candidate will be responsible for application maintenance, production support,…

CIBC

Financial Services Representative II

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 5, 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

Toronto-St. Clair and Dufferin

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Loyalty, Client Relations, Credit Card Sales, Customer Engagement, Customer Experience (CX), Customer Service, Educational Savings Plans, Financial Products, Financial Services, Investment Funds, Investment Planning, Investments, Leveraging Technology, Mutual Funds, Personal Investments, Relationship Building, Retail Banking, Retail Credit, Sales

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

Candidates must possess a current Mutual Funds License and demonstrate at least one year of experience in client service and sales. Strong critical thinking skills and a commitment to providing an excellent client experience are essential.

Skills

Banking
Client relations
Relationship building
Financial planning
Cash management
Credit
Investment
Wealth protection
Sales
Customer engagement
Customer service
Technology proficiency
Critical thinking
Mutual funds
Retail banking

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

Banking
Financial Services
Mutual Funds
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Mobile Banking
Client Engagement
Relationship Building
Sales
Retail Banking
Financial Planning
Customer Experience
Critical Thinking
Personal Banking
Business Banking
Investment Planning
Technology Expert

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