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Added 14 mins ago
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Client Advisor
RBC
Foremost, AB
- Part-time
…goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to…
Added 14 mins ago
C
Senior Business Analyst
Co-operators
Burlington, ON
- Full-time
As the Senior Business Analyst you will be a subject matter expert and lead the development of stories (requirements), workflows and procedures, business analysis, acceptance testing, and…
Added 14 mins ago
AC
Project Manager & Org Change Management Specialist
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Lead the development of project plans, assign tasks, track key metrics, and maintain governance documentation.
Added 29 mins ago
ET
Artificial Intelligence / Data Engineer Intern
Enabled Talent
Sudbury, ON · Greater Sudbury, ON
- Contract
Enabled Talent is a North American inclusion technology company developing accessible digital tools for people with disabilities and the employers, educational institutions, and community…
Added 29 mins ago
Procurement Specialist – Health & Personal Care
Quadra
Burlington, ON · Vaudreuil-Dorion, QC
The ideal candidate should thrive in an advanced digital technology environment and have solid experience or foundational knowledge in procurement, inventory control or supply chain. This…
Added 29 mins ago
Procurement Specialist – Health & Personal Care
Quadra
Burlington, ON · Vaudreuil-Dorion, QC
The ideal candidate should thrive in an advanced digital technology environment and have solid experience or foundational knowledge in procurement, inventory control or supply chain. This…
Added 29 mins ago
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Associate Financial Advisor
CIBC
Prince George, BC
- Full-time
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential…
Added 29 mins ago
C
Associate Financial Advisor
CIBC
Victoria, BC
- Full-time
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential…
Added 29 mins ago
C
Client Engagement Associate
CIBC
Vancouver, BC
- Full-time
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.
Added 44 mins ago
Technology Planning and Coordination Specialist
Scotiabank
Toronto, ON
…site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical…
Added 59 mins ago
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Proposal Writer
BPA
Ottawa, ON
- Full-time
A structured training and professional development program supported by UniversiT, our internal entity dedicated to the technical and personal growth of every employee.
Added 59 mins ago
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Project Manager, Electrical Building
BPA
Toronto, ON
- Full-time
A structured training and professional development program supported by UniversiT, our internal entity dedicated to the technical and personal growth of every employee.
Added 59 mins ago
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E-Commerce Representative (Bilingual)
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Calgary, AB
- Full-time
This role combines detail-oriented system administration, customer onboarding, program management, and client support responsibilities. Working closely with internal and external…
Added 59 mins ago
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Financial Services Representative (BCGEU) - Mission
Vancity
Burnaby, BC
- Full-time
Digital Confidence – Quick to learn and use technology, including CRM systems and digital banking tools
Added 59 mins ago
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Financial Services Representative - Sen̓áḵw Village
Vancity
BC · Vancouver, BC
- Part-time
Digital Confidence – Quick to learn and use technology, including CRM systems and digital banking tools
Added 59 mins ago
Senior Software Engineer in Test, Android
Okta
Toronto, ON
This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk.
Added 59 mins ago
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Director, Citizen Development & Employee Technology Experience Pod Owner
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Toronto, ON · Greater Toronto Area, ON
- Other
The Director, Citizen Development & Employee Technology Experience Pod Owner is responsible for leading and advancing two connected enterprise capabilities: enabling employees to safely…
Added 1 hour ago
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Client Advisor Intern
RBC
Windsor, ON
- Part-time
…customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 1 hour ago
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Banking Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
…goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to…
Added 1 hour ago
Senior Manager, Learning, Growth & Experience
Bayshore
Mississauga, ON
…careers at Bayshore. Bringing together Talent and Leadership Development with Employee Experience, this role leads enterprise programs that strengthen leadership capability, succession,…
Added 1 hour ago
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Financial Services Representative (BCGEU) - Mission
Vancity
Mission, BC
- Full-time
Digital Confidence - Quick to learn and use technology, including CRM systems and digital banking tools
Added 1 hour ago
Non-Reg On-Caller - Vaughan, ON
Edward Jones
Vaughan, ON
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Added 1 hour ago
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Financial Service Representative II
CIBC
Leamington, ON
- Full-time
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.
Added 1 hour ago
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Client Engagement Associate [Hourly]
CIBC
Killarney, MB
- Part-time
…questions, assisting with transactions, guiding clients through digital banking options, and connecting them with the right solutions and team members to support their financial goals. In…
Added 1 hour ago
Manager, Workforce Insights
Scotiabank
Toronto, ON
Partner with HR, Finance, Technology, Workforce Management and Enterprise Security leaders to align assumptions, priorities and reporting requirements.

CIBC

Financial Services Representative II

Ingersoll, ON, Canada

Full-time

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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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