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Added 2 mins ago
Seasonal Customer Experience Representative
Indigo
St. John's, NL · Greater St. John's Metropolitan Area
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 2 mins ago
Bilingual Evoque Dealer Network Creator & Sales Representative – English/French
Evoque Sports Inc
Quebec, QC
Contract
The Dealer Network Creator & Sales Representative is a full-time, hybrid role based in Quebec. This position is responsible for developing Evoque’s dealer, retailer, and sales partner…
Added 2 mins ago
(sr) Technology Sales Representative (Edmonton)
Konica Minolta Business Solutions Canada
AB · Edmonton, AB
Full-time
…enhances delivery to its field organization. This combines service functions in the U.S. and Canada, ultimately providing more resources to support areas such as sales administration,…
Added 2 mins ago
(sr) Technology Sales Representative (Burnaby)
Konica Minolta Business Solutions Canada
Burnaby, BC
Full-time
We’re looking for a Technology Sales Representative to join our team!
Added 2 mins ago
(sr) Technology Sales Representative (GTA)
Konica Minolta Business Solutions Canada
Mississauga, ON
Full-time
We’re looking for a Technology Sales Representative to join our team!
Added 2 mins ago
Customer Service Representative
Applied Industrial Technologies - Canada
Stoney Creek, NB
Full-time
…customers through repeated contact and consultation. As this is a service and parts center, our ability to get customers’ business often depends on your ability to quickly and efficiently…
Added 3 mins ago
Customer Service Representative - Contract
Groupe Dynamite, Inc Garage
Mont-Royal, QC · Ville Mont-Royal, Quebec
Contract
Brand Devotion Curator: Handle service recovery, turning every challenge into a powerful loyalty moment with solutions that feel seamless, intentional, and distinctly VIP.
Added 31 mins ago
PepsiCo Beverages Full-Time Sales Representative - 1 Year Contract
PepsiCo
Saskatoon, SK
Full-time
As a Relief Sales Representative for PepsiCo Beverages Canada, you will be covering vacations and sick days for the Territory Sales Representatives. The goal of this entry level position is…
Added 32 mins ago
Inside Sales Representative
Air Liquide
Sudbury, ON
Full-time
Air Liquide is seeking an Inside Sales Representative.
Added 32 mins ago
Field Service Representative
EnerSys Delaware Inc.
London, ON
…with a full range of integrated services and systems. With sales and service locations throughout the world, and over 100 years of battery experience, EnerSys is the power/full solution for…
Added 32 mins ago
Automotive Parts Representative
Lordco Auto Parts
Qualicum Beach, BC
$19 to $25 CAD / hour
Full-time
Provide exceptional customer service experience
Added 32 mins ago
Part Time Sales Representative (Seasonal) | Richmond Centre
TELUS
Richmond, BC
Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 32 mins ago
Grain Advisory Representative
Cargill
Rosetown, SK
The Grain Advisory Representative will represent the critical link between customers and the company's customer facing strategy. In this role, you will translate commodity market knowledge…
Added 47 mins ago
Member Representative (Temporary Full-time - 18 Month Contract)
Northern Credit Union
Kenora, ON
Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 47 mins ago
Member Services Rep
Crunch Fitness Canada
Woodbridge, ON
$17.6 CAD / hour
Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 1 hour ago
Sales Representative (Full-Time) - Halifax Shopping Centre TELUS
Decisive Farming by TELUS Agriculture
Halifax, NS
Full-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 1 hour ago
Part Time Sales Representative (Seasonal) | Richmond Centre
Decisive Farming by TELUS Agriculture
Richmond, BC
Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 1 hour ago
Office Manager – Wholesale Distribution
Wealthy Recruiting
Montreal, QC
Full-time
…a small team of approximately 3–4 employees across customer service and purchasing, while overseeing the flow of orders, communication with sales representatives and buyers, customer…
Added 1 hour ago
Head of FSO
Ericsson
Toronto, ON
Full-time
…America. In this position, you will be accountable for the Field Service delivery, people, operational results, financial performance, and compliance with the Global FSO requirements. This…
Added 1 hour ago
Product Support Representative - Parts
INLAND KENWORTH US INC
Winnipeg, MB
Full-time
The Product Support Representative (Outside Parts Salesperson – Truck Parts Sales) is a sales leader in heavy truck parts sales and will be responsible for selling heavy truck parts and…
Added 1 hour ago
Electrical Sales Representative
RS Breakers and Controls Inc.
Calgary, AB
Full-time
…We are expanding our Calgary team and looking for a driven Sales Representative to grow our customer base in…
Added 1 hour ago
Accounts Manager
Battlefield Equipment Rentals
Meaford, ON · Owensound, ON
Full-time
The Construction Equipment Account Manager (Sales Representative) plays a critical role as the direct liaison between our branches and our customers, helping to develop, maintain, and grow…
Added 1 hour ago
Financial Services Representative - Intern
CIBC
Sherbrooke, 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 1 hour ago
Maintenance Manager Trainee
Penske
Montreal, QC · Saint-Laurent, QC
Full-time
-Liaises with Rental and Sales as appropriate
Added 1 hour ago
Senior Sales Associate, Royal Mount - Montreal, QC-1
Versace
GV - Royalmount
Full-time
…starts with being an entrepreneur- by acting as a strong brand representative in the community you will grow your business through client relationship management and events. We encourage an…

Emplo Inc.

Financial Services Representative II

Ottawa, ON, Canada

Job type: Full-time
Apply by: Oct 23, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Sep 23, 2026

Apply About employer

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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.
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

Ottawa-Rideau and Sussex

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 engage in outreach activities and act as a technology expert to help clients manage their banking 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. You are expected to be flexible with working hours, including evenings and weekends, and be available to work at multiple banking centers.

Skills

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

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
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
Digital Literacy
Goal Planning
Problem Solving
Outbound Calls
Regulatory Compliance
Results-Oriented
Banking Centre
Personal Banking
Business Banking
Technology Expert
Accountability
Teamwork
Trust

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