Financial Services Representative II

Location: Calgary-Douglas Square Branch, Calgary, AB; full-time on-site

Company

CIBC is a relationship-oriented bank providing personal and business banking services, financial products, and digital banking solutions.

What you will do

• Meet with personal and business banking clients to understand their priorities, goals, and financial needs.
• Provide tailored advice and recommend solutions across cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing, networking, and community engagement.
• Connect clients with relevant internal partners and opportunities.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.
• Work flexible banking centre hours, including evenings and weekends, and support multiple nearby banking centres as required.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• At least 1 year of experience working with clients and achieving sales results.
• Client-first approach, goal orientation, attention to detail, critical thinking, relationship-building, and commitment to learning.
• Ability to demonstrate trust, teamwork, accountability, and authentic communication.
• Legally eligible to work at the specified location; a valid work or study permit may be required.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours.
• Competitive salary, incentive pay, banking benefits, a benefits program, and a defined benefit pension plan, subject to applicable terms.
• Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with accommodation support available.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests, which may include a French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.