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Added 1 hour ago
Supervisor, Visitor Experience (Program Admin Officer 3)
The Government of Nova Scotia
Shubenacadie, NS
…Department of Natural Resources is responsible for the development, management, conservation and protection of forest, parks and wildlife resources and the administration of the province's…
Added 6 hours ago
RB
Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
…Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You will be responsible for bringing new clients to RBC…
Added 6 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
We are excited to share a great opportunity to join a high-performing wealth management team at RBC Dominion Securities. We are seeking a highly strategic, thoughtful, and analytical…
Added 10 hours ago
EJ
Canada Registered Branch Associate Trainee -Bedford, NS
Edward Jones
Bedford, NS
- Full-time
Wealth Management Essentials (WME) (within 30 months of registration)
Added 11 hours ago
NB
Regional Administrative Manager
National Bank of Canada
Calgary, AB
- Full-time
Lead the development, coaching, and performance management of Associates, Branch Administrators, and other support employees across the region.• Manage recruitment, workforce planning,…
Added 11 hours ago
S-
Director, Senior Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
…government and institutional investor clients. GBM is a full-service wholesale bank and investment dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin…
Added 12 hours ago
CC
Member Service Representative 1 - RC - Union
Coastal Community
Nanaimo, BC
- Full-time
…to work, and do good, locally. We are looking for a Member Service Representative, so if you’re passionate about improving people’s financial health and have experience with sales and…
Added 13 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are excited to share a great opportunity to join a high-performing wealth management team at RBC Dominion Securities. We are seeking a highly strategic, thoughtful, and analytical…
Added 13 hours ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
…colleagues, and cross-team partners. The Associate, Private Wealth provides consistent and accurate administrative, analytical and client service support to ensure a legendary customer…
Added 13 hours ago
C
Financial Services Representative II
CIBC
Calgary, AB
- 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 14 hours ago
FC
Investment Advisor
FirstOntario Credit Union
Hamilton, ON
- Full-time
…business. This role is responsible for delivering comprehensive wealth management services that meet member needs and increase share of…
Added 14 hours ago
R
Private Banker
RBC
Mississauga, ON
- Full-time
…Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You will be responsible for bringing new clients to RBC…
Added 14 hours ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 14 hours ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
Accountable for transitioning new and existing clients to an appropriate service channel for ongoing relationship management upon completion of initial onboarding activities.
Added 14 hours ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Kamloops, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 15 hours ago
C
Lake Country and Northern Ontario Opportunities (Multiple Locations)
CIBC
Barrie, ON · Chatham-Kent, ON · Dryden, ON · Forest, ON · Fort Frances, ON · Goderich, ON · Hearst, ON · Huntsville, ON · Kapuskasing, ON · ON · Kirkland Lake, ON · Listowel, ON · Manitouwadge, ON · Mitchell, ON · Moosonee, ON · Owen Sound, ON · Petrolia, ON · Port Elgin, ON · Red Lake, ON · Sarnia, ON · Sault Ste. Marie, ON · Sioux Lookout, ON · Stratford, ON · Strathroy, ON · Sudbury, ON · Temiskaming Shores, ON · Thunder Bay, ON · Timmins, ON · Walkerton, ON · Wingham, ON
- 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 15 hours ago
C
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…
Added 15 hours ago
Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE
Scotiabank
Pickering, ON
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role,…
Added 16 hours ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
We are excited to share a great opportunity to join a high-performing wealth management team at RBC Dominion Securities. We are seeking a highly strategic, thoughtful, and analytical…
Added 17 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 17 hours ago
D
Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 17 hours ago
C
Universal Banker
CIBC
Comox, BC
- Full-time
…forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 17 hours ago
M
Strategic Marketing Manager
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…that drives growth across Individual Insurance and Guarantee Wealth…
Added 18 hours ago
C
Financial Services Representative (Cantonese/Mandarin)
CIBC
Toronto, ON
- 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 18 hours ago
C
Financial Services Representative II
CIBC
Toronto, ON
- 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…

CIBC

Financial Services Representative - Montreal Marché Central

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Oct 28, 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.

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.

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.

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

QC-Montreal-1020 RUE DU MARCHÉ CENTRAL

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 recommendations. Additionally, you will leverage technology to assist clients with mobile banking and engage in community outreach to grow your network.

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. The role requires full-time on-site attendance and flexibility to work evenings and weekends.

Skills

Client service
Customer experience
Financial planning
Relationship building
Cash management
Credit
Investment
Wealth protection
Mobile banking
Critical thinking
Sales
Communication
Networking
Technology proficiency

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
Mobile Banking
Client Engagement
Relationship Management
Sales Results
Financial Planning
Customer Service
Banking Centre
Personal Banking
Business Banking
Technology Expert
Critical Thinking
Networking

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