Financial Services RepresentativeII
Listed on 2026-06-07
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Finance & Banking
Banking & Finance, Financial Sales, 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. 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, 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.
- 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 and driven by achieving goals and delivering your best.
- You notice details that others don’t.
- Your critical thinking skills inform your decision making.
- You’re passionate about people, relationships and surrounding yourself with a diverse network of partners.
- You build trust through respect and authenticity.
- You love learning; you know there is no limit to what you can achieve.
- You are a certified professional with current accreditation – Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
- You have at least one year of experience working with clients and achieving sales results.
- Prior banking experience in a similar capacity is an asset.
- Competitive salary and incentive pay.
- Banking benefits, a benefits program*, defined benefit pension plan*, employee share purchase plan, vacation offering and wellbeing support.
- Moment Makers, a social, points‑based recognition program.
- Social initiatives such as Purpose Day – a paid day off dedicated for your learning and development.
- Client Service
- Customer Experience (CX)
- Digital Literacy
- Financial Products
- Goal Planning
- Group Problem Solving
- Outbound Calls
- Regulatory Requirements
- Results‑Oriented
Location:
Prince George‑Spruce land Centre.
Employment Type:
Regular.
Weekly
Hours:
37.5.
At CIBC, we are 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 Mailb
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. 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.
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to us. Our ability to create value for all stakeholders is driven by a culture based on common values:
Trust, Teamwork and Accountability.
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