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Added 6 mins ago
WC
Sales Representative (Metal) - Vaughan, ON
Wurth Canada
Markham, ON
- Full-time
A day in the life of an outside sales representative:
Added 20 mins ago
DR
Outside Sales Representative
DMC Recruitment Group
Vancouver, BC
- Full-time
They are looking to add a driven Outside Sales Representative to their team - someone who thrives in a relationship-based sales environment while still bringing a hunter mentality to grow…
Added 21 mins ago
AC
Customer Service Representative
Aston Carter
Burnaby, BC
- $50,000 to $52,000 CAD / year
- Full-time
The Customer Service Representative plays a key role in supporting customers in an LTL transportation environment by responding to inquiries, tracking freight, coordinating pickup and…
Added 1 hour ago
E
Customer Service Representative - Guelph
Enterprise
Guelph, ON
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 1 hour ago
TH
Merchandising Execution Associate : Part Time - BEACON HILL
The Home Depot
Canada
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 1 hour ago
C
Financial Planning Consultant
CIBC
Richmond, BC · Vancouver, BC
- Full-time
…management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 1 hour ago
C
Client Engagement Representative
CIBC
Vancouver, BC
- Full-time
…goals. In this role, you'll assist with transactions, complete sales of basic banking products, identify opportunities for specialist referrals, and strengthen client relationships while…
Added 1 hour ago
C
Financial Services Representative II
CIBC
Vancouver, 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…
Added 1 hour ago
E
Territory Representative, Hospitality Sales & Service
Ecolab
Mississauga, ON · Richmond Hill, ON · Toronto, ON · Woodbridge, ON · ON
- Full-time
Ecolab is seeking a Territory Sales and Service Representative to join our team in the Toronto (Downtown) market. As an industry leader, we need talented people like you to help us continue…
Added 1 hour ago
LM
Assistant Vice President, Executive Underwriter, Property
Liberty Mutual Canada
Vancouver, BC
- Full-time
Deliver high-quality service to brokers and clients, contributing to Liberty's reputation as a technical and relationship-led market in Western Canada
Added 1 hour ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
ON · Ontario, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 1 hour ago
KS
Outside Sales Representative - Electrical Utilities
Kinetic Search Group
Quebec, QC
- Full-time
We are currently seeking an experienced Outside Sales Representative to support continued business development and customer growth throughout Quebec, with a preference for candidates based…
Added 1 hour ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
AB · Alberta, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 2 hours ago
LC
Client Experience & Service Coordinator
LightForm Canada
Vancouver, BC
- Full-time
In this role, you'll oversee client service and warranty matters from initial inquiry through to resolution. Working closely with clients, manufacturers, suppliers, sales representatives,…
Added 2 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
BC · British Columbia, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 2 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
SK · Saskatchewan, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 2 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NL · Newfoundland and Labrador, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 2 hours ago
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Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
MB · Manitoba, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 2 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NB · New Brunswick, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 2 hours ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NS · Nova Scotia, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 2 hours ago
FR
Security Concierge Supervisor
FirstService Residential Canada
Aurora, ON
- Full-time
Provide exceptional Customer Service to Clients, Customers, Contractors and Visitors to client’s property.
Added 2 hours ago
JE
Inside Sales Representative - Power Specialist (2026-9593)
Johnston Equipment
Mississauga, ON
- Full-time
As an Inside Sales Representative, you are a key player in our business growth and development. The position is best suited for an energetic self-starter with the ability to identify…
Added 2 hours ago
JE
Inside Sales Representative - Bilingual (2026-9590)
Johnston Equipment
Montreal, QC
- Full-time
As an Inside Sales Representative, you are a key player in our business growth and development. The position is best suited for an energetic self-starter with the ability to identify…
Added 2 hours ago
LC
Client Experience & Service Coordinator
LightForm Canada
AB · Edmonton, AB
- Full-time
In this role, you'll oversee client service and warranty matters from initial inquiry through to resolution. Working closely with clients, manufacturers, suppliers, sales representatives,…
Added 2 hours ago
TM
Wireless Sales Representative
The Mobile Shop
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- Full-time
…Glentel Inc., Canada’s leading wireless retailer. We are seeking Sales Representatives (Mobilists) who will guide customers towards their optimal phone and rate plan options that align with…

CIBC

Financial Services Representative II

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Nov 5, 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

Vancouver-Lonsdale & 16th

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

Apply About employer

More about this job

Responsibilities

You will foster key relationships with clients to understand their financial goals and provide tailored product solutions. Additionally, you will engage in outreach activities and leverage mobile banking technology to help clients manage their financial needs.

Requirements

You must possess a current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and at least one year of experience in client service and sales. Strong critical thinking skills and a commitment to providing an excellent client experience are essential for this role.

Skills

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales
Customer service
Customer experience
Digital literacy
Goal planning
Group problem solving
Outbound calls

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
Wealth Protection
Financial Planning
Mobile Banking
Client Engagement
Relationship Management
Sales Results
Customer Experience
Critical Thinking
Banking Centre
Purpose Day
Pension Plan
Employee Share Purchase Plan

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