Financial Services Representative

What You’ll Be Doing

As a member of the Personal and Business Banking team, you will work in a fast‑paced banking centre where you’ll make a meaningful difference in clients’ lives. As a Financial Services Representative you will 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 will be flexible to work banking centre hours which may include evenings and weekends and will be willing to work at multiple centres within a reasonable travel distance. You will work on‑site full‑time.

• 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.

• 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.

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

You put our clients first, engage with purpose to find the right solutions, and go the extra mile because it’s the right thing to do.

You are goal‑oriented, motivated by accomplishing your goals, and deliver your best to make a difference.

You notice details that others don’t and use critical thinking to inform decision‑making.

You are passionate about people, find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

You love to learn, are passionate about growing your knowledge, and believe there is no limit to what you can achieve.

You are a certified professional, holding current accreditation and good standing for the 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. Experience in a similar banking capacity is an asset.

You bring your real self to work and live our values of trust, teamwork, and accountability.

Competitive salary, incentive pay, banking benefits, a perks program, a defined benefit pension plan, an employee share purchase plan, vacation offering, wellness support, and the Moments Makers recognition program.

Our spaces and technology toolkit enable you to collaborate and create innovative solutions that make a difference for our clients. You will also benefit from initiatives such as Purpose Day, a paid day off dedicated for growth and development.

• Job Location:
  
  2365 Brimley Road
• Employment Type:
  
  Regular
• Weekly
  
  Hours:
  
  37.5
• Key
  
  Skills:
  
  Banking, Customer Engagement, Financial Services, Investments

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience, including accommodation requests.

You must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.