Apply financial planning and client engagement skills at CIBC, helping Beaverton clients connect personal and business priorities with suitable solutions.
As a Financial Services Representative II within Personal and Business Banking, you will foster trusted client relationships. You will advise clients on cash management, credit, investments, wealth protection, and forward-looking financial plans. Success requires current Mutual Funds License accreditation and at least one year working with clients and achieving sales results.
Key Responsibilities: Understand clients’ personal and business goals
Advise clients on appropriate financial products and solutions
Develop forward-looking plans supporting client financial goals




Deepen relationships and connect clients with relevant opportunities
Share knowledge of CIBC mobile banking tools
Requirements: Current Mutual Funds License and valuable standing
Canadian Securities Course or Investment Funds In Canada
One year of client-facing experience with sales results
Passion for relationships, learning, and client-focused service
Availability for evenings, weekends, and multiple banking centres
Bring financial planning, relationship building, and client service strengths to CIBC’s on-site Beaverton banking centre.

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📌 Personal Banking Financial Advisor (Ontario)
🏢 CIBC
📍 Ontario