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Added 27 mins ago
C
Financial Services Representative II
CIBC
Mississauga, ON
- Full-time
…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…
Added 56 mins ago
CI
CRM Developer and Data Analyst
Caldwell Investment Management Ltd.
Toronto, ON
- Full-time
2-3 years of experience in CRM development/management, preferably within financial services.
Added 1 hour ago
M
Senior Financial Analyst, Payments (12 months term role)
Metrolinx
Canada
- Full-time
Our Payments (PRESTO) Finance Operations Department is looking to hire a Senior Financial Analyst, that will provide financially informed analytical support to assigned projects and…
Added 2 hours ago
W
Software Engineer II
Wiraa
Canada
- Full-time
TD Bank is one of the world's leading global financial institutions and ranks as the fifth largest bank in North America by branches and stores. Serving over 27 million households and…
Added 15 hours ago
KC
Senior Analyst, Funding
KV Capital
AB · Edmonton, AB
- Full-time
…individual who thrives in a fast-paced environment and brings strong financial acumen, precision, and a commitment to excellence in client…
Added 16 hours ago
T
Account Manager II, Business Banking
TD
Concord, ON
- Full-time
Interpret and analyze customer financial statements with credit acumen
Added 16 hours ago
GC
Financial Services Representative I, II, Senior
Global Credit Union
East Branch, NB
- Full-time
…activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting…
Added 16 hours ago
UO
Senior Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
Financial Reporting under the VP Finance and Services is currently seeking a Full-time Regular Senior Analyst, Financial Reporting.
Added 17 hours ago
TS
Christmas Kettle Assistant
The Salvation Army in Canada
Portage la Prairie, MB
- Part-time
Added 17 hours ago
M(
Financial Planning Analyst - 12 Month Contract
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
As a Financial Analyst within the Financial Planning & Analysis (FP&A) team, you will primarily support the financial planning, forecasting, and performance analysis activities for MLSE’s…
Added 17 hours ago
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Software Engineer II
TD
Toronto, ON
- Full-time
Added 17 hours ago
FC
Commercial Underwriter II
First Canadian Financial Group
Sherwood Park, AB
- Full-time
Added 18 hours ago
R&
Administrative Assistant II
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 18 hours ago
T
Actuarial Analyst II
TD
Toronto, ON
- Full-time
TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products…
Added 18 hours ago
T
IT Build Analyst II (System Support)
TD
Toronto, ON
- Full-time
Added 19 hours ago
IF
Legal Claims Assistant II
Intact FC
Calgary, AB
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 19 hours ago
TD
Head of Finance
Tetra Digital Group
Toronto, ON
- Full-time
…demands. We’re backed by Urbana Corporation, National Bank, ATB Financial, Wealthsimple, Purpose Unlimited, Shakepay, Shopify, and Coinbase Ventures - some of the most consequential names…
Added 19 hours ago
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Staff Software Engineer - II (KeyCite)
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
…incentive programs, and resources for mental, physical, and financial…
Added 20 hours ago
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Junior GRC Analyst Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
…governance, risk, and compliance within a mission-critical financial markets environment, collaborating closely with technology teams, business stakeholders, and security specialists across…
Added 21 hours ago
V
Account Manager II - 4th Avenue
Vancity
Vancouver, BC
- Full-time
…we’re actively pursuing strategies in Indigenous banking and financial resilience for our…
Added 21 hours ago
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Account Manager II - 4th Avenue
Vancity
Vancouver, BC
- Full-time
…we’re actively pursuing strategies in Indigenous banking and financial resilience for our…
Added 21 hours ago
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Software Engineer II
TD
Toronto, ON
- Full-time
Added 21 hours ago
T
Wealth Operations Officer II Preferred Candidate
TD
Toronto, ON
- Full-time
…multiple steps and are characterized by low to moderate risk/financial…
Added 21 hours ago
C
Financial Service Representative II
CIBC
Leamington, ON
- Full-time
…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…
Added 22 hours ago
T
Wealth Operations Officer II Preferred Candidate
TD
Toronto, ON
- Full-time
…multiple steps and are characterized by low to moderate risk/financial…

CIBC

Financial Services Representative II

Vaughan, 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

Vaughan-Bathurst and Steeles

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Banking, Banking Applications, Building Trust, Business Banking, Cash Management, Client Loyalty, Client Relations, Client Relationship Management, Client Service, Commercial Mortgages, Communication, Company Policies, Critical Thinking, Customer Engagement, Customer Experience (CX), Customer Service, Decision Making, Digital Literacy, eCRM, Educational Savings Plans, Estate Planning Advice, Exploration, Financial Products, Financial Services {+ 29 more}

Apply About employer

More about this job

Responsibilities

Build relationships with personal and business banking clients, understand their goals, and recommend tailored financial products and solutions. Conduct outreach to deepen client relationships and introduce clients to mobile banking tools and relevant internal specialists.

Requirements

Applicants must hold a current Mutual Funds License in good standing, such as the Canadian Securities Course or Investment Funds in Canada, and have at least one year of experience working with clients and achieving sales results. Prior banking experience in a similar role is an asset; candidates must be legally eligible to work at the specified location.

Skills

Client Engagement
Relationship Building
Client Service
Sales
Cash Management
Credit
Investment Products
Wealth Protection
Financial Planning
Business Banking
Digital Literacy
Mobile Banking Applications
Communication
Critical Thinking
Decision Making
Trust Building

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Business Banking
Financial Services
Client Engagement
Client Service
Sales Results
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
Cash Management
Credit
Investment Products
Wealth Protection
Financial Planning
Marketing
Community Outreach
Mobile Banking Applications
Digital Banking
Banking Centre
Commercial Mortgages
Educational Savings Plans
Estate Planning Advice
eCRM
Customer Experience
Critical Thinking
Decision Making
Trust Building
Client Loyalty

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