Financial Services Representative

Financial Services Representative CIBC

Join CIBC as a Financial Services Representative. We build a relationship‑oriented bank for the modern world. We need talented professionals dedicated to doing what’s right for our clients.

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.

• Foster key relationships with clients, understand their financial and personal goals, provide tailored service and recommend products that support their financial success.
• Flexible to work centre hours, including evenings and weekends, and travel a reasonable distance to multiple centres.
• On‑site full‑time.

• Client engagement – Meet clients, advise solutions, and provide a forward‑looking financial plan.
• Relationship building – Engage in marketing and outreach to deepen relationships.
• Leveraging technology – Introduce clients to mobile banking applications and help them manage banking needs.

• You put clients first and engage purposefully.
• You’re goal oriented and motivated by delivering your best.
• You notice details and use critical thinking.
• You’re passionate about people, build trust through respect and authenticity.
• You love to learn and grow knowledge.
• You’re certified – Mutual Funds License, Canadian Securities Course, or Investment Funds In Canada.
• 1 year client experience and sales results; prior banking experience a plus.
• Values matter – trust, teamwork, accountability.

• Competitive salary, incentive pay, banking benefits, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and Moment Makers recognition program.
• Technology toolkit to drive innovative solutions.
• Culture initiatives like Purpose Day and paid day off for growth.

• CIBC is committed to an inclusive environment.
• All roles posted are opportunities being actively recruited for, unless stated otherwise.
• You must be legally eligible to work and have a valid permit.
• Assessment and skills tests may be required.
• We use AI tools during the recruitment process.

Laval‑Samson & 100 E Av.

Regular

37.5

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

Entry level

Full‑time

Finance and Sales

Banking

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