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Added 11 mins ago
R
Drafting Specialist, Product Definition
RTX
Mississauga, ON
- Full-time
…Our work and the quality of our products contribute to the success of our customers, who in turn save lives, support commerce, connect communities, and protect…
Added 11 mins ago
HA
Senior Commissioning Agent (Mechanical)
Haag, a Salas O'Brien Company
Toronto, ON · North York, ON
- Full-time
…inspiring, achieving, and connecting as shared owners of our success with a focus on a sustainable…
Added 26 mins ago
OI
Inova Québec - Bilingual Sales Representative
Orbit Insurance Services
Montreal, QC
- Full-time
…or looking to expand their coverage. Your role is to uncover customer needs, recommend tailored insurance solutions, and provide accurate, competitive quotes. You’ll introduce new products…
Added 26 mins ago
DR
Inside Sales Representative
Dawn Recruiting Agency
Cambridge, ON
- $41,000 to $96,000 CAD / year
- Full-time
We are seeking a motivated and results-driven Inside Sales Representative to join a dynamic Inside Commercial Sales Team. In this role, you will be responsible for engaging with potential…
Added 26 mins ago
DR
Inside Sales Representative
Dawn Recruiting Agency
Mississauga, ON
- $41,000 to $96,000 CAD / year
- Full-time
We are seeking a motivated and results-driven Inside Sales Representative to join a dynamic Inside Commercial Sales Team. In this role, you will be responsible for engaging with potential…
Added 27 mins ago
DR
Inside Sales Representative
Dawn Recruiting Agency
Ottawa, ON
- $41,000 to $96,000 CAD / year
- Full-time
We are seeking a motivated and results-driven Inside Sales Representative to join a dynamic Inside Commercial Sales Team. In this role, you will be responsible for engaging with potential…
Added 27 mins ago
Inside Sales Representative
Sonepar
Timmins, ON
Collaborate with Account Managers, the Projects Group and the Technical Team to ensure premier customer service is provided to customers.
Added 27 mins ago
V
Sales Development Representative
VendorPM
Remote, Canada
- $55,000 CAD / year
- Full-time
- Remote
As a Sales Development Representative at VendorPM, you will be responsible for contacting vendor leads assigned to you across Canada and the US, and converting them into sales to achieve…
Added 42 mins ago
RS
Forklift / AGV Operator (Weekends)
Ryder Supply Chain Solutions
Caledon, ON · CAN - Caledon ON
- Full-time
Your Voice. Your Success. The Future We Build Together.
Added 57 mins ago
BG
Outside Sales Representative
Brandt Group of Companies
Prince George, BC
- Full-time
Brandt Tractor Ltd is currently seeking a Outside Sales Representative for our Prince George Construction and Forestry
Added 57 mins ago
T
CRM Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
Represent the broader Operations function while addressing complex customer and business issues across end-to-end processes.
Added 57 mins ago
RS
Forklift Operator - Weekends
Ryder System, Inc.
Caledon, ON
- Full-time
Your Voice. Your Success. The Future We Build Together.
Added 57 mins ago
RS
Forklift / AGV Operator (Weekends)
Ryder System, Inc.
Caledon, ON
- Full-time
Your Voice. Your Success. The Future We Build Together.
Added 57 mins ago
Store Support Representative
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stellarton, NS · Mississauga, ON
Are you passionate about providing exceptional customer service to our stores and customers? Do you thrive in a fast-paced environment? We are currently seeking a dedicated Store Support…
Added 57 mins ago
Sales Associate, Hockey
Sporting Life Group
Calgary, AB
Greet every customer with enthusiasm and personalized service and go the extra mile to create memorable customer experiences with expert recommendations.
Added 57 mins ago
C
Universal Banker I
CIBC
Toronto, ON · Tor-Old Kingston Rd At Morrish
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 57 mins ago
S
Sales Representative, Entry-Level (On-site)
Scotlynn
Brant, ON
- $41,600 to $150,000 CAD / year
- Full-time
…your earning potential directly reflects your hard work and success. Scotlynn provides you with all the training and tools necessary to be successful in your…
Added 1 hour ago
L
Senior Financial Service Representative - Office 1547
LendDirect
Brampton, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
KS
Sales Representative
Kognitive Sales Solutions
Woodstock, ON
- Full-time
…foster connections with consumers in-store. As a Field Marketing Representative, your primary role will be to educate customers and drive sales of Financial Products on behalf of one of…
Added 1 hour ago
GR
Customer Success Representative
Global Relay
Vancouver, BC
- Full-time
As a Customer Success Representative, you will be responsible for building strong relationships with assigned customers, ensuring satisfaction with Global Relay products and services, and…
Added 1 hour ago
AF
Senior Financial Service Representative - Office 1547
Attain Finance
Brampton, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
M
Sales Development Representative - Oshawa
Medfar
Oshawa, ON · Ottawa, Ontario
- Full-time
…a dynamic environment where trust, innovation, quality and customer success guide our…
Added 1 hour ago
BG
Outside Sales Representative
Brandt Group of Companies
Prince George, BC
- Full-time
Brandt Tractor Ltd is currently seeking a Outside Sales Representative for our Prince George Construction and Forestry
Added 2 hours ago
U
Route Trainee - UniFirst Canada
UniFirst
Montreal, QC
- Full-time
Added 2 hours ago
C
Financial Services Representative II
CIBC
Vaughan, ON
- 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…

CIBC

Financial Services Representative II

Ingersoll, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 10, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Nov 2, 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

Ingersoll

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Service, Customer Experience (CX), Customer Service, Digital Literacy, Financial Products, Financial Services, Goal Planning, Group Problem Solving, Investments, Mutual Funds, Outbound Calls, Regulatory Compliance, Regulatory Requirements, Results-Oriented, Risk Management, Sales

Apply About employer

More about this job

Responsibilities

Build client relationships by understanding personal and business priorities, providing tailored financial guidance, and recommending suitable banking, credit, investment, and wealth protection solutions. Conduct outreach, connect clients with relevant specialists and opportunities, and help them use mobile banking applications.

Requirements

Applicants must hold a current Mutual Funds License in good standing, such as the Canadian Securities Course or Investment Funds in Canada, and demonstrate at least one year of client-facing experience with sales results. Prior banking experience in a similar role is an asset; candidates should also be goal-oriented, detail-focused, relationship-minded, and comfortable working on-site with flexible hours and locations.

Skills

Banking
Client Service
Customer Experience
Customer Service
Digital Literacy
Financial Products
Financial Services
Goal Planning
Group Problem Solving
Investments
Mutual Funds
Outbound Calls
Regulatory Compliance
Risk Management
Results Orientation
Sales

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Employee Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Personal And Business Banking
Client Engagement
Relationship Building
Financial Planning
Cash Management
Credit
Investments
Wealth Protection
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Mobile Banking Applications
Sales Results
Marketing And Outreach
Regulatory Compliance
Risk Management
Customer Experience
Digital Literacy
Financial Products
Goal Planning

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