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Added 7 mins ago
BT
Senior Manager
Baker Tilly Canada
Walkerton, ON
- Full-time
Review personal and corporate tax returns, as well as audit, review, and compilation engagements and financial statement disclosures.
Added 22 mins ago
RC
Estimator
Randstad Canada
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Project Execution: Financial precision, contractual compliance, and risk mitigation across commercial agreements.
Added 22 mins ago
RH
Director of Operations
RNS Health Care Services Inc.
Aurora, ON
- Full-time
Work closely with financial controller on resource oversight for any major projects and initiatives including organizational restructuring as required.
Added 22 mins ago
UT
Bilingual Operations Officer I - #26-27365
US Tech Solutions
Montreal, QC
- Contract
…French, will have 1-2 years of experience in the banking or financial services industry, combined with a strong administrative background and proven experience working within SLA-driven…
Added 22 mins ago
SQ
Bilingual Financial Service Consultant- Insurance
Sunlife Québec
Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 22 mins ago
L
Executive Assistant II
lululemon
Vancouver, BC
- Full-time
Responsible for accurate and timely financial management including: Executive expenses, raising purchase orders, paying invoices in accordance with payment terms, approval of department…
Added 22 mins ago
CG
Food Service Manager (CSNM Required)
Compass Group Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Supervise all phases of operational planning and expenditures, inventory management, procurement budgeting, costing, and financial reporting.
Added 22 mins ago
TF
Accounting Assistant
TRAPA Forest Products
Richmond, BC
- Full-time
…supporting cash flow management, and ensuring the integrity of financial…
Added 38 mins ago
SQ
Bilingual Financial Service Consultant- Insurance
Sunlife Québec
Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 38 mins ago
B
Facility Services Manager
BGIS
Calgary, AB
- Full-time
Financial oversight of work performed for the client
Added 38 mins ago
A
Client Service Representative - La Crete (7-month Term)
ATB
La Crête, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 52 mins ago
C
Application Programmer
Collabera
Mississauga, ON
- $70 to $80 USD / hour
- Full-time
Implement secure coding practices, auditability, and enterprise security controls for financial applications.
Added 52 mins ago
AR
Lease and Rental Administrative Specialist
Altruck Rentals
Guelph, ON
- Full-time
…dealership environment. Experience with leasing, rental operations, financial transaction processing, or automotive and commercial vehicle administration will be considered an…
Added 52 mins ago
H
Senior Finance Business partner
Hays
Montreal, QC
- $115,000 to $145,000 CAD / year
- Full-time
…leadership and operational teams in achieving strategic and financial…
Added 52 mins ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Sarnia, ON
- Full-time
…customer service, manages all process and procedures utilizing financial resources and ensures store objectives are…
Added 52 mins ago
T
Manager, Network Service Delivery
TD
London, ON · Mississauga, ON · Toronto, ON
- Full-time
Accountable for financial planning, budget management, vendor spend oversight, and continuous identification of opportunities to improve operational efficiency and reduce total cost of…
Added 52 mins ago
M
Senior Quantitative Analyst
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Quantitative Analytics team within Financial Risk provides quantitative financial modelling and analytics capability to a variety of stakeholders in Group Risk, Group Finance and…
Added 52 mins ago
Director, Client Relationships Western Canada
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC · Winnipeg, MB
10+ years of experience in the financial services industry, including significant experience within Workplace Retirement or a related business.
Added 1 hour ago
NB
Business Development Manager National Bank Insurance
National Bank of Canada
Montreal, QC
- Full-time
Build trusted relationships with leaders, partners, National Bank Insurance teams, and financial security advisors to optimize channel performance.
Added 1 hour ago
NB
Senior Manager Commercial Credit Risk
National Bank of Canada
Montreal, QC
- Full-time
knowledge of commercial financial products and services
Added 1 hour ago
NB
Director CIB Business Management
National Bank of Canada
Calgary, AB
- Full-time
8–10+ years of relevant professional experience, ideally within financial services, professional services or another complex corporate environment.
Added 1 hour ago
LH
Program Manager, WSIB Programs, Ontario
Lifemark Health Group
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
Financial Oversight (Billing & Block Model Integrity)
Added 1 hour ago
SQ
Bilingual Financial Services Consultant, Client Relationship Team
Sunlife Québec
Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 1 hour ago
R
Bilingual Commercial Mortgage Analyst, Commercial Credit Adjudication- EN
RBC
Montreal, QC
- Full-time
Provide quality business and financial analysis for existing clients and improve turn around on credit requests
Added 1 hour ago
DG
Junior Wealth Advisor - Conseiller en placement junior
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Montreal, QC
- $24,000 CAD / year
- Full-time
Are you ambitious, competitive, and interested in finance, investing, and financial markets? Do you want a career where your income and professional growth are tied to your performance?

CIBC

Financial Services Representative II

Calgary, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 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

Calgary-Douglas Square Branch

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

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 on-site full-time, including evenings and weekends as required.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales results
Mutual funds license
Customer service

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
Banking Centre
Personal Banking
Business Banking
Critical Thinking
Technology Expert

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