Financial Service Representative - Universal Banker
Listed on 2026-07-09
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance, Financial Advisor / Consultant
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 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
What you'll be doingAs 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 Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to 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, and you may be required to work at multiple banking centres within a reasonable travel distance. To successfully perform the work, you’ll be on-site full-time.
- 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 technology, 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.
- You put our clients first and engage with purpose to find the right solutions.
- You’re goal oriented, motivated by accomplishing your goals and delivering your best to make a difference.
- You notice details that others might miss, and your critical thinking skills inform your decision making.
- You’re passionate about people, have a strong sense of curiosity, and enjoy learning.
- You can demonstrate at least 1 year of experience in working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset.
- You are a certified professional with current accreditation and good standing – Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
- Competitive salary and incentive pay.
- Banking benefits and a benefits program.
- Defined benefit pension plan.
- Employee share purchase plan.
- Vacation offering.
- Well‑being support.
- MOMENT MAKERS – a points‑based social recognition program.
- A paid day off dedicated to your growth and development (Purpose Day).
- Technological toolkit and collaborative spaces that enable innovative solutions.
Job Location:
1530 Boulevard Gréber
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
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 provide an accessible candidate experience. If you need accommodation, please contact Mailb CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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