Guide personal and business clients with tailored financial solutions at CIBC’s Bowmanville-King & Temperance Banking Centre, working on-site full time. Apply critical thinking and relationship skills to understand goals and recommend appropriate support.

This Financial Services Representative II supports clients within CIBC’s Personal and Business Banking team. You’ll advise on cash management, credit, investments, and wealth protection while developing forward-looking financial plans. The temporary, fixed-term role includes 37.5 weekly hours and requires availability for evenings, weekends, and nearby Banking Centres.

Key Responsibilities:

- Understand clients’ financial and personal goals
- Provide informative, tailored service and financial recommendations
- Advise clients on cash management, credit, investments,



and wealth protection
- Deepen relationships through marketing and outreach
- Help clients manage banking needs through mobile applications

Requirements:

- Current Mutual Funds License accreditation and good standing
- Canadian Securities Course or Investment Funds In Canada qualification
- At least one year of client and sales-results experience
- Goal-oriented, detail-focused, and critical-thinking approach
- Prior similar banking experience considered an asset

Use financial knowledge, client-first service, and thoughtful decision-making to help CIBC clients achieve their goals.

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