Financial Service Representative

3 days ago Be among the first 25 applicants What You'll Be Doing 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. 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 the banking centre hours which may include evenings and weekends, and you may work at multiple centres within a reasonable travel distance. How You'll Succeed 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. Who You Are 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. You’re motivated by accomplishing your goals and delivering your best to make a difference. You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision making. You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve. You’re a certified professional. You have current accreditation and good standing (Mutual Funds License – Canadian Securities Course or Investment Funds in Canada). You can demonstrate 1 year experience in working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset. Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability. What CIBC Offers Competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points‑based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. Subject to program terms and conditions. What You Need To Know 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 we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit. 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. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Details Expected End Date: 2027‑01‑05 Job Location: Winnipeg‑1545 St Mary’s Rd Employment Type: Temporary (Fixed Term) Weekly Hours: 37.5 Skills: Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results‑Oriented Referrals increase your chances of interviewing at CIBC by 2x. Get notified about new Financial Services Representative jobs in Winnipeg, Manitoba, Canada. #J-18808-Ljbffr