Financial Services Representative Ii
1 week 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
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 work to recognize you in meaningful, personalized ways including a 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- 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 Expected End Date
2026-10-17
Job Location
Coquitlam Town Centre
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
-
Financial Services Representative Ii
2 days ago
Port Coquitlam, Canada CIBC Full timeWe’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...
-
Quotations Specialist
2 weeks ago
Coquitlam, Canada Mac’s II Agencies Full timeTerm: Full-time, Permanent Mac’s II Agencies is Canada’s premiere agency in design, supply, and support of quality lighting and electrical products. We represent over 100 unique manufacturers in the lighting and electrical market, driving demand for our manufacturer’s products by servicing a wide variety of customers cross B.C and Yukon Territory. A...
-
Customer Service Representative
2 weeks ago
Coquitlam, Canada BMO Financial Group Full time1161 The High Street Coquitlam British Columbia,V3B 7W3 **Fluency in English and Cantonese/Mandarin preferred.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and...
-
Financial Services Representative
7 days ago
Coquitlam, Canada CIBC Full timeWe’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...
-
Financial Services Representative
7 days ago
Coquitlam, Canada Vancouver City Savings Credit Union Full timeVancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a **Financial Services Representative** you will build...
-
Financial Services Representative
1 week ago
Coquitlam, Canada Vancouver City Savings Credit Union Full time**About Vancity** Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing...
-
Financial Services Representative
1 week ago
Coquitlam, Canada Vancouver City Savings Credit Union Full time**About Vancity** Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing...
-
Quotations - Electrical/industrial
2 weeks ago
Coquitlam, Canada Mac’s II Agencies Full time**Term**: Full-time, Permanent**: **The Role** **Responsibilities** - Handle inbound inquiries from our existing customer base, including daily requests for quotation as well as larger commercial and industrial project bids. - Work creatively with our vendor partners and other in-house technical experts to provide product and supply-chain solutions for our...
-
Field Service Technician
1 day ago
Brigantine Drive , Coquitlam, British Columbia, Canada, VK B Mac's II Agencies Full timePosition Overview This is a hybrid technical role combining in-office lighting controls design and support with on-site commissioning and troubleshooting, based on project demand. The Lighting Controls Technician will act as a key technical resource, supporting Mac's II project teams, contractors, and end users to ensure lighting control systems are properly...
-
Inside Sales
2 weeks ago
Coquitlam, Canada Mac’s II Agencies Full time**Term**: Full-time, Permanent **The Role** - Please_ **Responsibilities** - Handle inbound inquiries from our existing customer base, including day-to-day requests for quotation as well as larger commercial and industrial project bids. - Work creatively with our vendor partners and other in-house technical experts to provide product and supply-chain...