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Added 1 hour ago
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Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
Seize business opportunities and participate in sales development initiatives.
Added 1 hour ago
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Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
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Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client…
Added 5 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- 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 6 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Prince Albert, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a permanent part-time Financial Service Representative in the Prince Albert branch! You will be scheduled based on…
Added 6 hours ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 6 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, 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 7 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, 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 9 hours ago
JI
Forklift Sales Representative
J.D. Irving, Limited
Saint John, NB
- Full-time
We currently have an opening for a Forklift Sales Representative for our Saint John location. We are looking for an enthusiastic, highly motivated sales professional who is passionate about…
Added 11 hours ago
J
Account Development Representative II
Jobgether
Canada
- Full-time
As an Account Development Representative, you will play a key role in driving business growth by identifying new prospects, developing enterprise accounts, and generating demand for…
Added 11 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 11 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
Create business development opportunities to increase the number of clients and the volume of existing portfolios
Added 12 hours ago
GR
Technical Sales Representative & Branch Supervisor
Grasslands Recruitment Specialists - Canadian Ag Recruiter
ON · Ontario, Canada
- Full-time
Grasslands Recruitment Specialists has been engaged to recruit a Technical Sales Representative & Branch Supervisor for an established, family-owned agricultural company serving poultry…
Added 12 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 12 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 12 hours ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 13 hours ago
H
Sales Representative
Haystack
Canada
- Full-time
This employer is hiring a Sales Representative to drive growth and bring new partners into a modern, security-first business continuity platform community. The role involves managing the…
Added 13 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 16 hours ago
QC
Enterprise Account Executive
Quiet Cabins
Toronto, ON
- Part-time
2–5 years in B2B sales or business development, with at least some of it selling to mid-size or enterprise organizations
Added 16 hours ago
IF
Vehicles Sales Manager
Impact Fulfillment Services
Dartmouth, NS
- Full-time
The Vehicles Sales Manager CN implements: marketing, sales and customer satisfaction initiative to increase retails sales productivity. Through development of a strong retail network, the…
Added 16 hours ago
IF
Rental Account Manager
Impact Fulfillment Services
Toronto, ON · Etobicoke, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 16 hours ago
IF
Rental Account Manager
Impact Fulfillment Services
Concord, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 16 hours ago
IF
Account Manager Combo BDM / CDM
Impact Fulfillment Services
Kitchener, ON
- Full-time
…current accounts as well as to develop profitable new customer business and meet or exceed assigned quotas for revenue and new accounts. The CDM Combo will have responsibility for assigned…
Added 20 hours ago
SC
Cashier/Grocery Clerk
Safeway Canada
Terrace, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 20 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…

CIBC

Financial Services Representative II

Campbell River, BC, Canada
CampbellRiver-StAnns&IslandHwy, 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: Nov 1, 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

CampbellRiver-StAnns&IslandHwy

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. The role requires full-time on-site attendance and flexibility to work evenings and weekends at multiple banking centers.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Marketing
Outreach
Mobile banking applications
Critical thinking
Sales
Customer service
Communication
Technology proficiency

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 Representative
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Financial Planning
Client Engagement
Relationship Building
Mobile Banking
Sales
Customer Service
Critical Thinking
Banking Centre
Personal Banking
Business Banking
Accountability
Teamwork
Trust

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