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Added 6 mins ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 6 mins ago
P
IT Administrator, 6 month contract
Plooto
Toronto, ON
- Contract
…receivables. More than 14,000 companies use Plooto to automate financial workflows, move money, and reconcile with their accounting…
Added 6 mins ago
A&
Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications…
Added 6 mins ago
IW
Advisor, IG Wealth Management, Corporate Channel - Quebec City
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 6 mins ago
WC
(CAN) Associé, équipe des activités de protection des biens
Walmart Canada
Granby, QC
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 6 mins ago
RP
Senior Accountant to Manager (Public Practice)
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Compile and analyze financial information, prepare journal entries, and maintain accurate supporting documentation
Added 6 mins ago
RP
Senior Accountant
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our Calgary-based client is seeking an experienced Senior Accountant to join its Finance team. Reporting directly to leadership, this role supports financial operations through month-end…
Added 6 mins ago
RP
On-Going Opportunities - Intermediate Accountant
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
On-Going Opportunity - Intermediate Accountant
Added 6 mins ago
RP
Jr Project Controls Analyst
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
…this individual will play a key role in maintaining project financial data, executing cost control activities, and ensuring tight alignment across project schedules and…
Added 6 mins ago
AT
Credit Analyst / Analyste Crédit
Allianz Trade in North America
Montreal, QC
- Full-time
3 -5 years experience in credit analysis, financial management, accounting, business analysis or related fields
Added 6 mins ago
DG
Senior Specialist, Debt Solutions
Doane Grant Thornton LLP
AB · Edmonton, AB
- Full-time
Assess clients’ budget plans and financial goals
Added 6 mins ago
CA
Financial Analyst
Centurion Associates Inc
Toronto, ON
- Full-time
Reporting to the Director of Finance, the Financial Analyst is responsible for performing corporate finance and accounting duties, including assisting with the preparation of internal and…
Added 6 mins ago
B+
Accounting Analyst
Bausch + Lomb
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Perform general accounting activities such as recording journal entries, analyzing financial variances, and preparing balance sheet reconciliations while ensuring that proper accounting…
Added 6 mins ago
CM
Corporate Accountant – Full-Cycle Accounting (US Moving Operations)
Codix Management Inc.
Vancouver, BC
- Full-time
Codix Management Ltd. is an accounting and financial management company with offices in the heart of Yaletown, Vancouver. Codix provides accurate, timely financial reporting, management and…
Added 6 mins ago
RP
Manager, Financial Reporting
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our client is seeking a Manager, Financial Reporting to lead the preparation, analysis, and accuracy of financial reporting within a complex, multi‑entity environment. This role ensures the…
Added 6 mins ago
LP
Revenue Coordinator - Elmhurst, Illinois
LAZ Parking
Burlington, ON
- $26 to $28 USD / hour
- Full-time
…department and operational teams in ensuring accuracy in reporting financial information in a timely and accurate manner. The Revenue Coordinator reviews and approves reports and creates…
Added 6 mins ago
RP
Manager of Accounting
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
…a key role in overseeing the organization's accounting and financial operations. This position is responsible for the timely and accurate management of accounting, financial reporting,…
Added 6 mins ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…integrated approach with A&M professionals with deep operating and financial-related experience, the team uses a focused and tailored approach to rapidly identify and understand potential…
Added 7 mins ago
R
Assistant Branch Manager
RBC
Pointe-Claire, QC
- Full-time
Minimum of 2 years’ experience in a people management/coaching role within the financial industry
Added 7 mins ago
T
Personal Banker - Pointe-Claire, Hymus (Full Time)
TD
Pointe-Claire, QC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 7 mins ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 7 mins ago
T
Security Remediation & Resilience Lead, BWI
TD
Toronto, ON
- Full-time
Added 7 mins ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 7 mins ago
T
Personal Banking Associate Trainee
TD
Duncan, BC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 7 mins ago
B
Assistant Manager, Insurance Accounting
BCAA
Burnaby, BC · *Head Office
- Full-time
…leadership role supporting full-cycle insurance accounting, financial and regulatory reporting, internal controls, and continuous improvement. Reporting to the Senior Manager, Insurance…

CIBC

Financial Services Representative II

Oshawa, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Nov 3, 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

Oshawa-1371 Wilson Rd N

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Customer Engagement, Digital Literacy, Face to Face Customer Service, Investments, Outbound Calls, Proactive Behavior

Apply About employer

More about this job

Responsibilities

You will foster key relationships with clients to understand their financial goals and provide tailored service and product recommendations. Additionally, you will engage in marketing and outreach activities while leveraging mobile banking technology to assist clients with 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. Prior banking experience is considered an asset for this role.

Skills

Banking
Customer engagement
Financial planning
Cash management
Credit
Investment
Wealth protection
Relationship building
Marketing
Outreach
Mobile banking applications
Critical thinking
Sales
Mutual funds license

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
Personal Banking
Business Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Investment
Wealth Protection
Financial Planning
Client Engagement
Relationship Building
Mobile Banking
Sales
Critical Thinking
Customer Service
Marketing
Outreach

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