Financial Services Representative
7 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
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.
- 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. 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 benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
*Subject to plan and 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-
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.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). 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 Location
Cornwall-Brookdale & Highway 2Employment Type
RegularWeekly Hours
37.5Skills
Client Relations, Customer Engagement, Financial Products, Financial Services, Investments-
Customer Service Representative
2 days ago
Cornwall, Canada BMO Financial Group Full time426 Ninth Street West Cornwall Ontario,K6J 0B3 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 with BMO partners to deliver the desired customer experience and achieve...
-
Financial Services Representative Ii
4 days ago
Cornwall, 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 Service Representative
1 week ago
Cornwall, Canada goeasy Full timeIf you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! Recognized as one of** **North America’s Most Engaged Workplaces, we want the best to join our team. **easyfinancial** is our consumer lending business that offers secured and unsecured installment loans of up to $75,000. It is our mission to provide...
-
Financial Advisor
1 week ago
Cornwall, Canada O'Farrell Financial Full time**Cornwall**: We are seeking a Financial Advisor to join our team in Cornwall! Financial Advisors at O’Farrell Financial provide full financial planning services to our clients. Our advisors work closely with the client to build a comprehensive financial plan that aligns with the client’s current and future goals. Advisors provide recommendations on...
-
Customer Service Representative
1 week ago
Cornwall, Canada BMO Full time $34,750 - $44,900Application Deadline:10/20/2025Address:426 Ninth Street West Job Family Group:Retail Banking Sales & ServiceDelivers 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 through...
-
Client Service Representative
1 week ago
Cornwall, 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...
-
Investment Representative
4 days ago
Cornwall, Canada Kawartha Credit Union Full time**Investment Representative (Permanent, Full-time)** **Location**:Cornwall, ON **Hours**:40 hours per week; Monday to Saturday **Rate of Pay**:Dependent on experience **As an Investment Representative, you will**: - Actively promote, sell and deliver all investment products and services - Contribute towards the growth of the investment portfolio by...
-
Customer Service Representative
1 week ago
Cornwall, Canada Circle K Full timeStore 3001707: 3250 Brokedale Avenue, Cornwall, Ontario K6H 7A3 We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. As a Customer Service Representative, you will enjoy: - Flexible schedules - Large, stable employer - Fast...
-
Sales Representative
5 days ago
Cornwall, Canada Kognitive Sales Solutions Full time $25,000 - $45,000 per yearField Sales RepresentativeCORNWALL, ON (FULL-TIME, ONSITE POSITION)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...
-
Operations Customer Service Representative
1 week ago
Cornwall, Canada Intelcom Full timeRide the next mile with us! - Operations Customer Service Representative Why choose Intelcom and become one of our Operations Customer Service Representative? - You thrive on helping others and finding solid solutions to whatever comes up as you are assisting customers and drivers to ensure deliveries are completed on time - You enjoy a fast pace and being...