Financial Services Representative Ii
6 days ago
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
**Job Description**:
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 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_
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.
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. It’s an asset if you have prior banking experience in a similar capacity.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan 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
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Pembroke
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Mutual Funds
-
Financial Services Representative 2
2 weeks ago
Pembroke, Canada Northern Credit Union Limited Full timeNorthern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...
-
Customer Service Representative
1 week ago
Pembroke, Canada McDougall Insurance and Financial Full timeAt McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks._ Our growing team is looking for a Customer Service Representative in Personal Lines to join our team in...
-
Food Service Worker Ii, Dietary
6 days ago
Pembroke, Canada Pembroke Regional Hospital Full timeJob Number: - J0825-0114 - Job Title: - Food Service Worker II, Dietary - Job Type: - Permanent Casual/Relief - Job Category: - Support Services (Food Services, Housekeeping, etc.) - # of Open Positions: - 1 - Department: - Food Services - Union Group: - Canadian Union of Public Employees (CUPE) - Date Posted: - August 13, 2025 - Closing Date: -...
-
Guest Service Representative
4 days ago
Pembroke, Canada Comfort Inn Pembroke Full time**THE OPPORTUNITY**: GUEST SERVICE REPRESENTATIVE **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and locations. Our company culture is built on collaboration. A nimble team...
-
Member Experience Representative
2 weeks ago
Pembroke, Canada Northern Credit Union Full timeNorthern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...
-
Member Experience Representative
4 days ago
Pembroke, Canada Northern Credit Union Full timeNorthern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...
-
Operations Vice-president
1 week ago
Pembroke, Canada Holiday Inn Express Pembroke Full timeEducation: Bachelor's degree - Experience: 2 years to less than 3 years **Work setting**: - Business services - Finance **Budgetary responsibility**: - $100,001 - $500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and...
-
Customer Service Representative
6 days ago
Pembroke, Canada Culligan Water Full timeCulligan offers a full line of water treatment products for every problem. We provide the dependable service and technical expertise that has made Culligan the water solution choice for both residential and commercial locations. **We want you to join our team at our Pembroke location as a Customer Service Representative! Tuesday to Saturday Shift.** The...
-
Field Sales Representative
2 weeks ago
Pembroke, Canada Kognitive Sales Solutions Full time $21,696 - $43,392 per yearField Sales Representative (Base Salary + Commission)Kognitive Sales Solutions, in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on behalf of one of the most...
-
Customer Service Representative-sales Operations
2 weeks ago
Pembroke, Canada Krueger International Incorporated Full timeAt KI, we believe knowing our customers helps us serve them better. We listen. We observe. We understand that each customer has unique needs. So, we pride ourselves on helping our customers make smart furniture decisions by offering expert advice, design options and personalized solutions.Since 1941, we’ve positioned KI as the furniture company that best...