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Added 7 mins ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Val-d'Or, QC
- Full-time
Added 7 mins ago
ZC
Financial Services Lawyer
ZSA Canada
Calgary, AB
- Full-time
Financial Services Associate | 3–5 Years | Calgary
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NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
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NB
Analyst Loan Structuring and Syndication
National Bank of Canada
Toronto, ON
- Full-time
…support transactions from origination through syndication and financial close. We are expanding our team across Canada and are currently hiring for a role on the Project Finance and…
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AB
Business Development Representative
Agile Bookkeeping
Vernon, BC
- Full-time
Familiarity with bookkeeping, accounting, financial services, or the realities of running a small business.
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IG
Business Intelligence Analyst
Insight Global
Toronto, ON
- $45 to $48 CAD / hour
- Contract
2+ years of experience within banking or financial services.
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Controllership and Risk Lead
Health | Santé
Toronto, ON
- $86,379 to $127,288 CAD / year
- Full-time
Provide oversight and control over corporate financial systems for the ministry!
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IG
Night Shift Transportation Coordinator
Insight Global
East Gwillimbury, ON
- Contract
…clean, reliable reporting. Must Haves 2–4+ years as a BI Analyst Financial services or banking experience Strong Power BI skills Experience creating PowerPoint presentations Strong with…
Added 7 mins ago
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Financial Licensed Assistant
Allan Small Financial Group with iA Private Wealth
Toronto, ON
- Full-time
The Financial Licensed Assistant’s primary focus is to assist the advisor in the day-to-day trading and the administration of the business. To assist the advisor, manage the portfolios and…
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NB
Chief Technical Support Analyst End-User IT
National Bank of Canada
Toronto, ON
- Full-time
…laptops, printers, and peripherals) and software, including financial and trading…
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Configuration Support Specialist
Brooksource
Mississauga, ON
- Up to $25 CAD / hour
- Contract
…and optimization of critical business applications within a financial services…
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NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
Develop strong relationships with internal and external partners, business lines, lawyers, clients and financial institutions
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Analyste d'affaires intermédiaire en finance
FOP Consultants
Montreal, QC
- Full-time
…Receivable, Fixed Assets, Cash Management). Specialized in financial processes, the analyst acts as the link between the business teams and the configuration teams, documents requirements…
Added 7 mins ago
ZS
Hiring - Application Support Analyst – Front Office Technology at Mississauga, ON(Hybrid)
Zodiac Solutions, Inc
Mississauga, ON
- Full-time
The successful candidate will combine strong application support fundamentals with an understanding of financial markets workflows, data analysis, operational controls, and IT service…
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NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
a Senior Financial Planner within the Financial Planning Team at National
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CC
Collision Centre General Manager
CSN Collision
Waterloo, ON
- $95,000 to $130,000 CAD / year
- Full-time
Monitor financial performance and implement cost-control measures to optimize profitability
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Senior Manager - Program Management - Quebec Growth Program
Scotiabank
Montreal, QC
Strong knowledge of the financial services sector, banking regulations, and regulatory requirements.
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Customer Experience Associate - Plaza Langelier, Montreal QC (30H/Week Temporary)
Scotiabank
QC · Saint-Leonard, QC
…customers first, and our priority is to help them achieve their financial…
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Manager, Global Compliance Business Risk Management
Scotiabank
Toronto, ON
Bachelor’s Degree with 3-5 years of professional experience in a financial services (FS) institution or in professional services with preferred experience in Compliance, Risk or Audit…
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Portfolio Administrator, Scotia Jarislowsky Fraser - Montreal, QC
Scotiabank
Montreal, QC
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Manager, Concierge Support, Global Transaction Banking - Toronto
Scotiabank
Toronto, ON
…payments, improve working capital performance, and mitigate financial…
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Director, Product Marketing - Scotia Global Asset Management
Scotiabank
Toronto, ON
…Dynamic, Scotia iTRADE, Jarislowsky Fraser, and third-party financial institutions, to deliver differentiated products, drive asset growth across diverse investor…
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ScotiaMcLeod Senior Financial Planning Associate
Scotiabank
White Rock, BC
…grow and protect their wealth by understanding their complete financial picture - life, family, business, and…
Added 7 mins ago
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Controller
PRI Consultants
Mississauga, ON
- Full-time
…We are seeking a Controller to lead accounting, close, and financial reporting across the group's entities, and to build the finance function the group needs as it grows toward 300…
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Gestionnaire de projets, Réseau des centres moteurs – Project Manager, Engine Center Network
RTX
Longueuil, QC
- Full-time

CIBC

Financial Services Representative II

Ingersoll, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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