Financial Services Representative II

CIBC is a modern, relationship‑oriented bank committed to empowering employees and delivering exceptional client service.

As a member of the Personal and Business Banking team, you’ll work full‑time at a Banking Centre, fostering key relationships with clients, understanding their financial and personal goals, and recommending tailored products and solutions. Your day will include the following responsibilities:

• Engage with clients to understand their personal and business priorities, advise on solutions, and provide forward‑looking financial plans.
• Use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
• Be flexible to work Banking Centre hours, including evenings and weekends.
• Be willing to work at multiple Banking Centres within a reasonable travel distance.

Client engagement

• Meet with clients to understand their priorities and advise them on solutions.
• Provide personalized, forward‑looking financial plans.

Relationship building

• Engage in marketing and outreach activities to demonstrate value to clients and their communities.
• Grow and deepen your network, working as a single team to connect clients with relevant people and opportunities.

Leveraging technology

• Become a technology expert and introduce clients to mobile banking applications, helping them manage banking needs more effectively.

• Client‑first mindset: you engage with purpose to find the right solutions and go the extra mile because it is the right thing to do.
• Goal oriented: you are motivated by achieving goals and delivering your best to make a difference.
• Attention to detail: you notice things others don’t and use critical thinking to inform decisions.
• Passionate about people: you find meaning in relationships, build trust through respect, and value a diverse network.
• Love to learn: you are eager to grow your knowledge and see no limits to what you can achieve.
• Certified professional: you hold current accreditation and good standing in Mutual Funds Licensing (Canadian Securities Course or Investment Funds in Canada).
• Experience:
  
  you have at least one year of client‑facing sales experience. Prior banking experience in a similar capacity is an asset.
• Legal eligibility: you are legally eligible to work at the specified location(s) and have a valid work or study permit if required.

• Competitive salary, incentive pay, and a comprehensive benefits program.
• Defined benefit pension plan, employee share purchase plan, and vacation offer.
• Wellbeing support, Moments Makers social program, and a paid Purpose Day dedicated to personal growth.
• Technological toolkit and collaborative spaces designed to innovate and impact clients positively.

• CIBC is committed to an inclusive environment where all team members and clients feel they belong.
• We provide an accessible candidate experience and accommodation for applicants with a wide range of abilities.
• If you require accommodation, please contact mailb
• All roles posted are opportunities we are actively recruiting for, unless otherwise stated.
• We may use an attribute‑based assessment and other skill tests (including simulations, coding, or French proficiency) during the hiring process.

Guelph, 4 Clair Road East

Regular

37.5 hours

• Client Service, Customer Experience (CX), Digital Literacy
• Financial Products, Goal Planning, Group Problem Solving
• Outbound Calls, Regulatory Requirements, Results‑Oriented