Financial Services Representative II
Listed on 2026-07-09
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Finance & Banking
Financial Sales, Bank Customer Service, 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 at work.
Our 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 have a meaningful impact on the lives of our clients.
As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable their financial success.
To successfully perform the work, you’ll be on‑site full‑time.
How You’ll Succeed Client Engagement- Meet with clients to understand their 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.
- Engage in marketing and outreach activities to show clients you value them and their communities.
- Grow your network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities.
- Become a technology expert.
- Share your knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs.
- You put our clients first and engage with purpose to find the right solutions.
- You go the extra mile, because it’s the right thing to do.
- You’re driven to succeed, motivated by accomplishing goals and delivering your best to make an impact.
- You’re passionate about people, building trust through respect and authenticity.
- You love to learn; there is no limit to what you can achieve.
- You’re a certified professional with current accreditation and a Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
- You bring your real self to work and live our values – trust, teamwork, and accountability.
- Competitive salary and incentive pay.
- Banking perks and a benefits program.
- Defined benefit pension plan.
- Employee share purchase plan.
- Vacation offering and wellbeing support.
- Moments Makers, a social, points‑based recognition program.
- Purpose Day – a paid day off dedicated to investing in your growth and development.
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. You must be legally eligible to work in the specified location and, where applicable, have a valid work or study permit. We may ask you to complete an attribute‑based assessment and other skills tests (such as simulation, coding or French proficiency).
We use artificial intelligence tools during the recruitment process.
3021 Gordon Road
Employment TypeRegular
Weekly Hours37.5
Skills- Customer Experience (CX)
- Financial Products
- Retail Banking
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