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Added 2 hours ago
PF
Financial Representative
Primerica Financial Services
Toronto, ON · North York, ON
- Other
…collaborate closely with clients to create customized strategies that support both immediate security and future financial peace of…
Added 2 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- Full-time
…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…
Added 3 hours ago
R
Bilingual Customer Service Representative
Redion
Toronto, ON
- $60,000 to $63,000 CAD / month
- Full-time
Provide service to clients with existing policies as well as assist in new business generation.
Added 3 hours ago
TW
Member Services Representative I - Two Positions
Thrive Wealth Management
Emerald Park, SK · Montmartre, SK · Vibank, SK
- Part-time
We’re looking for two motivated team-players who are member-service ambassadors to come on board as a permanent part-time and temporary part-time Member Service Representative supporting…
Added 3 hours ago
TW
Deposit Support Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an innovative, proactive team player to come on board as our permanent part-time Deposit Support Representative in Regina. In this role, you are responsible for ensuring…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Lemberg, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a part-time Financial Service Representative at our Lemberg Branch. You will be the first point of contact for…
Added 3 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
…Centre (call centre) in Lloydminster as a Member Contact Centre Representative 1. As a first point of contact for our members, you will be responsible for providing excellent member service…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as our Financial Service Representative in Regina. You will be the first point of contact for members and will provide…
Added 3 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 3 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
…centre) in Lloydminster as a temporary Member Contact Centre Representative 1 until end of August 2027. As a first point of contact for our members, you will be responsible for providing…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Maidstone, SK
- Full-time
We have a Financial Services Representative opportunity at our Maidstone location. You are one of the first people our members encounter at the branch. You will help them with whatever they…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Saskatoon, SK
- Full-time
We have a Financial Services Representative opportunity at our Circle Drive location, Saskatoon, SK. You are one of the first people our members encounter at the branch. You will help them…
Added 3 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
…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…
Added 4 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
…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…
Added 6 hours ago
H
Customer Service Representative
Hertz
Calgary, AB
- Part-time
The Customer Service Representative consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer…
Added 7 hours ago
IF
Le Représentant des Ventes en Location/Rental Sales Associate
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 7 hours ago
T
FRCA Linguist
TransPerfect
Montreal, QC
- Full-time
Perform administrative tasks as needed to support your work and the company’s key performance indicators.
Added 8 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 8 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed
Added 8 hours ago
GR
Technical Sales Representative & Branch Supervisor
Grasslands Recruitment Specialists - Canadian Ag Recruiter
ON · Ontario, Canada
- Full-time
…customer relationships. You will also oversee branch operations, support and supervise staff, coordinate resources, monitor inventory and expenses, and help ensure customers receive…
Added 9 hours ago
WC
Case Manager (2026-398-CC)
WoodGreen Community Services
Toronto, ON
- Contract
…Plans, short/long-term planning, informal counselling, follow up support, crisis intervention, service co-ordination, case conferencing, and…
Added 9 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Work with Sales Manager, Data, Product, and Operations to support more complex pricing or service-fit questions.
Added 9 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Work with Sales Manager, Data, Product, and Operations to support more complex pricing or service-fit questions.
Added 9 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Ottawa, ON
- From $17.95 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 10 hours ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
…upon with clients and managers) and will be the primary BGIS representative for day-to-day contact with the client and the tenants for performance of the…

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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