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Added 20 mins ago
Senior Risk Services Consultant, Commercial & Farm
Wawanesa Insurance
Montreal, QC
…provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into…
Added 1 hour ago
Mutual Fund Operations Analyst
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Toronto, ON · Greater Toronto Area, Canada
$25 to $30 CAD / hour
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We are seeking an Accountant II with 2–4 years of experience in accounting, financial services, or banking operations. The ideal candidate will have strong analytical and Excel skills,…
Added 2 hours ago
Senior Credit Analyst
Societe Generale
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Full-time
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Added 2 hours ago
Research Coordinator, Surgery
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Full-time
…including but not limited to grant submissions, ethics/legal, financial management and coordinating research team…
Added 2 hours ago
Accountant
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
$25 to $33 CAD / hour
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The main function of an Accountant is to analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability,…
Added 3 hours ago
Technical Lead- Salesforce
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Added 3 hours ago
Accountant II
Robertson & Company Ltd.
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Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
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Bilingual (English & Spanish) Customer Service Professional II
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Added 4 hours ago
Manager, Treasury & Collection Management
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…standards. This position ensures AGLC leverages services offered by financial institutions and facilitates treasury management in accordance with AGLC practices. The manager seeks…
Added 12 hours ago
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Financial Benefits: ESPP; Retirement and savings programs, including RRSP with company match, TFSA options
Added 19 hours ago
Salesforce Platform Engineer
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A world-class training program in financial services
Added 19 hours ago
Lifecycle Optimization Manager
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Added 19 hours ago
Team Lead, Accounts Receivable
KARL STORZ North America
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Added 20 hours ago
Team Lead, Accounts Receivable
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Lifecycle Optimization Manager
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Professional - Business Analyst - Senior
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Financial institutional experience and capital markets
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Senior Business Data Analyst (Asset Management)
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Background in asset management, pension funds, or similar financial institutions.
Added 23 hours ago
Consumer Operations Support Specialist
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Toronto, ON · Burlington, ON
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Added 1 day ago
Business Analyst II
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…small improvements through your understanding of the business, financial, and IT aspects of the requirements of a project. You are readily able to analyze business needs to support…
Added 1 day ago
Senior Software Engineer II, Multiple Teams
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Added 1 day ago
Actuarial Analyst II
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Communicate and explain financial and analytical concepts to a non-technical and frontline audience.
Added 1 day ago
Salesforce Developer (Bilingual)
Maarut Inc
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The organization is building a dedicated Salesforce pod to support initiatives within the financial services sector.
Added 1 day ago
Actuarial Analyst II
TD
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Communicate and explain financial and analytical concepts to a non-technical and frontline audience.
Added 1 day ago
Product Manager II - Financial Crime Operations
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…years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial…

Closed listing

CIBC

Financial Services Representative II

Victoria, BC, Canada

Job type: Full-time
Closing date: Sep 18, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Sep 10, 2026

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

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Added 2 days ago
Financial Services Representative II
CIBC · Victoria, BC, Canada
Added 6 days ago
Financial Services Representative II
CIBC · Victoria, BC, 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

Victoria-550-2945 Jacklin Rd

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 product solutions. Additionally, you will engage in outreach activities and leverage mobile banking technology to help clients manage 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

Client engagement
Relationship building
Cash management
Credit
Investment
Wealth protection
Financial planning
Mobile banking applications
Critical thinking
Sales
Mutual funds
Customer service

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 Building
Sales
Customer Experience
Critical Thinking
Accountability
Teamwork
Trust

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