Financial Services Representative
Listed on 2026-07-07
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Finance & Banking
Financial Sales, Banking & Finance, Financial Advisor / Consultant, Bank Customer Service
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.
What you’ll be doingAs a member of the Personal and Business Banking team, you’ll work in a rapid‑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.
- 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.
- Put our clients first. Engage with purpose to find the right solutions. Go the extra mile because it’s the right thing to do.
- Goal oriented and motivated by accomplishing goals and delivering your best to make a difference.
- Pay attention to details. Use critical thinking skills to inform your decision making.
- Passionate about people. Build trust through respect and authenticity and surround yourself with a diverse network of partners.
- Love to learn. Grow your knowledge, knowing that there is no limit to what you can achieve.
- Certified professional with current accreditation and good standing. Hold a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- Demonstrate 1 year experience working with clients and achieving sales results; prior banking experience in a similar capacity is an asset.
- Values matter to you. Bring your real self to work and live our values – trust, teamwork, and accountability.
- Competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, vacation, wellbeing support, and Moment Makers, our point‑based recognition program.
- Technology and collaborative spaces to bring together great minds to create innovative solutions that matter for our clients.
- Culture that supports your ambition through initiatives like Purpose Day – a paid day off dedicated for you to invest in your growth and development.
- Subject to plan and program terms and conditions.
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.
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.
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