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Added 29 mins ago
Bilingual Business Development Representative (Mining) - Montreal, QC
Victaulic
Montreal, QC · Greater Montreal Metropolitan Area
Full-time
Notre engagement envers nos employés repose sur quatre piliers :
Added 30 mins ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
…best practices and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and…
Added 45 mins ago
Manager Client Solutions (Full Time Contract 18 Months)
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Full-time · Other
…initiatives that support employee development and increase engagement while continuing to provide the best possible client…
Added 59 mins ago
HR Analyst
Calgary Police Service
Calgary, AB
$91,229 to $114,036 CAD / year
Temporary
The City is committed to fostering a respectful, inclusive and equitable workplace which is representative of the community we serve. We welcome those who have demonstrated a commitment to…
Added 59 mins ago
Information Desk Team Lead
Assembly of First Nations
Ottawa, ON
Full-time
Build and maintain effective relationships with First Nations leadership, communities, organizations, and government partners to support engagement and outreach activities.
Added 1 hour ago
Client Service Representative (Hourly)
CIBC
Mississauga, ON
Part-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…
Added 1 hour ago
Principal Risk Engineer, Energy & Renewables
Liberty Mutual Canada
Remote, Canada
Full-time · Remote
An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusion.
Added 1 hour ago
Principal Risk Engineer, Energy & Renewables
Liberty Mutual Canada
Remote, Canada
Full-time · Remote
An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusion.
Added 2 hours ago
Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
…best practices and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and…
Added 2 hours ago
Client Engagement Representative
CIBC
Vancouver, BC
Full-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Centre. As a Client Engagement Representative, you will be the first point of contact for most…
Added 2 hours ago
Reimbursement Case Manager
Valeris
NT · Northwest Territories, Canada
Full-time
…insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Valeris provides commercialization…
Added 3 hours ago
Inbound Business Development Representative (BDR)
PheedLoop
Toronto, ON
Full-time
Want to work directly with global brands, run live events, and build real client relationships in your first year out of school?
Added 3 hours ago
Assistant Manager - Market Development
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
Full-time
Ensure the quality of services and business relationships, and manage the member/client experience
Added 3 hours ago
Financial Advisor, Investment & Retirement Planning - Bradford, Ontario
Scotiabank
Bradford West Gwillimbury, ON · Bradford, ON
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Added 3 hours ago
Client Service Representative (Hourly)
CIBC
Saskatoon, SK · STONEBRIDGE & WELLMAN BKING CT
Part-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…
Added 3 hours ago
Claims Representative II, Subrogation
Co-operators
Laval, QC
Full-time
Contribute to a client service culture by embedding client engagement philosophies into daily work and implementing innovative, client-centric decision making, to be THE industry leader in…
Added 3 hours ago
Career Advisor
WCG International Consultants Ltd.
Calgary, AB
Full-time
Support and monitor the progress of each client by reviewing the client’s progress and comparing it against the client’s Service Plan, verify client engagement, ensure documentation…
Added 4 hours ago
Sales Development Representative (SDR) - B2B
YuJa
Toronto, ON · North York, ON
$60,000 to $70,000 CAD / year
Full-time
Proficiency with CRM tools (e.g., Salesforce, HubSpot) and sales engagement platforms.
Added 4 hours ago
Assistant Manager, Market Development
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
Full-time
Ensure the quality of services and business relationships, and manage the member/client experience.
Added 4 hours ago
Financial Services Representative - Montreal
CIBC
Montreal, QC
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…
Added 4 hours ago
Client Service Representative (Hourly)
CIBC
Cobourg, ON
Part-time
…products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting…
Added 4 hours ago
Client Engagement Representative
CIBC
Brampton, ON
Full-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Centre. As a Client Engagement Representative, you will be the first point of contact for most…
Added 8 hours ago
Regional Administrative Manager
National Bank of Canada
Calgary, AB
Full-time
…collaboration with leadership teams, and active support of employee engagement…
Added 11 hours ago
Ad Success Team Lead
MediaMint
Toronto, ON
$90,000 to $100,000 CAD / year
Full-time
The Ad Success Representative – Team Lead is responsible for driving operational excellence, client trust, team performance, and strategic impact across the ASR function. This role serves…
Added 15 hours ago
Financial Services Representative II
CIBC
Victoria, BC
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…

Closed listing

CIBC

Financial Services Representative II

Victoria, BC, Canada

Job type: Full-time
Closing date: Sep 22, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Sep 8, 2026

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

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Added 15 hours ago
Financial Services Representative II
CIBC · Victoria, BC, Canada
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Financial Services Representative II
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TD · Remote, Canada

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Original job description

Archived listing. The details below describe a past opening.

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.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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

3959 Shelbourne Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

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 technology to help clients manage their banking needs.

Requirements

Candidates 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

Client service
Customer experience
Digital literacy
Financial products
Goal planning
Group problem solving
Outbound calls
Regulatory requirements
Results-oriented
Relationship building
Cash management
Credit
Investment
Wealth protection
Critical thinking
Communication

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
Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Cash Management
Credit
Wealth Protection
Client Engagement
Relationship Building
Mobile Banking
Sales
Customer Service
Financial Planning
Banking Centre
Personal Banking
Business Banking
Technology Expert
Critical Thinking
Accountability
Teamwork
Trust
Marketing
Outreach
Professional Development

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