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Fintech • Payments • Financial Services
Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new business through networking, referrals, community involvement, and needs-based financial solutions. Deliver exceptional client service, meet performance targets, and work on-site across multiple banking centres, including evenings and weekends as needed.
Fintech • Payments • Financial Services
Develops mortgage business by engaging clients, providing personalized mortgage advice and financial solutions, generating leads, building realtor and community networks, and converting opportunities into CIBC clients. The role is mobile and relationship-focused, requiring bilingual French and English communication, strong networking, client service, mortgage lending knowledge, and business development skills.
Fintech • Payments • Financial Services
Provides personalized financial advice to personal and small business clients, manages mortgage client portfolios, and identifies investment, credit, and banking opportunities. Builds relationships through outreach, networking, referrals, and community events while introducing clients to digital banking tools. Requires flexible availability for evenings, weekends, and multiple banking centres, with full-time onsite work.
Fintech • Payments • Financial Services
Manage relationships with high-net-worth, self-directed investing clients while maintaining a 200+ household book. Provide compliant trade execution, explain trading policies, process account and transaction requests, resolve complaints, and maintain high accuracy. Meet sales and asset targets, prospect for referrals, monitor account restrictions, and ensure adherence to CIRO and CIBC policies. The role requires strong Canadian and U.S. market knowledge, relationship management experience, and fluency in French and English.
Fintech • Payments • Financial Services
Manage and grow a complex personal and business client portfolio through relationship management, comprehensive financial planning (investments, retirement, estate), and exceptional service. Mentor advisors, develop local sales plans, convert leads, and deliver fiduciary investment advice while working on-site across multiple banking centres and flexible hours.
Fintech • Payments • Financial Services
Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new business through networking, referrals, community involvement, and local market outreach. Deliver exceptional client service, meet performance targets, and support clients with financial goals including home ownership, business setup, and long-term planning. Work on-site, including evenings and weekends, across multiple nearby banking centres as needed.
Fintech • Payments • Financial Services
Build and manage client relationships in a banking centre by understanding personal and business goals, recommending financial products, providing tailored financial guidance, supporting cash management, credit, investments, and wealth protection needs, and introducing clients to mobile banking tools. Conduct outreach and marketing activities, grow client networks, achieve sales results, and connect clients with appropriate banking specialists. The role is full-time on-site, may include evenings and weekends, and requires flexibility to work at multiple nearby banking centres.
Fintech • Payments • Financial Services
Provide mobile, relationship-driven mortgage advice to clients in English and French. Build referral networks, convert leads, collaborate with banking centre teams, and support mortgage documentation and lending processes while working predominantly remotely with occasional on-site requirements.
Fintech • Payments • Financial Services
As a Mobile Financial Services Representative, you'll engage with Costco members to identify financial needs, provide product information, and deliver exceptional client service while meeting sales targets in a fast-paced environment.
Fintech • Payments • Financial Services
Provide mobile, client-focused mortgage advice and product solutions; develop business through local market knowledge and networking; collaborate with banking teams and realtors to convert leads and support clients through mortgage documentation and lending processes.
Fintech • Payments • Financial Services
As a Mobile Financial Services Representative, you'll engage with clients at Costco to understand their financial needs, promote banking products, and offer exceptional customer service. You'll also leverage technology to introduce clients to digital banking options while meeting sales targets in a self-managed environment.
Fintech • Payments • Financial Services
Manage and grow a substantial client portfolio through relationship management, personalized financial planning, investment advice, lending solutions, and exceptional service. Develop new business through networking, market outreach, referrals, and community involvement. Deliver CIBC’s Imperial Service approach while working full-time on-site and supporting multiple nearby banking centres, including some evening and weekend hours.
Fintech • Payments • Financial Services
Engage Costco members at an on-site kiosk to identify needs, open chequing and savings accounts, promote digital banking, meet sales targets, process transactions, refer complex enquiries to banking centres, and work rotational shifts including weekends and holidays.
Fintech • Payments • Financial Services
Build and deepen client relationships in a banking centre by understanding personal and business goals, recommending financial products, providing tailored advice, supporting digital banking adoption, and achieving sales results. The role requires client engagement, outreach, collaboration, and flexible on-site work across nearby banking centres.
Fintech • Payments • Financial Services
Lead and coach a team of client service and financial service professionals in a banking centre. Drive exceptional client experiences, deepen client relationships, resolve complaints, support financial advice, monitor business performance, implement action plans, and collaborate across teams. The role is full-time on-site, includes banking centre hours such as evenings and weekends, and may require work across nearby locations.
Fintech • Payments • Financial Services
Build and manage client relationships in a banking centre by understanding personal and business goals, recommending financial products and solutions, providing tailored service, and supporting digital banking adoption. Responsibilities include financial planning, client outreach, networking, sales achievement, and referrals to appropriate banking specialists. The role requires on-site work, flexibility for evenings and weekends, and availability to work at multiple nearby banking centres.
Fintech • Payments • Financial Services
Provides front-line service in a banking centre by welcoming clients, understanding their needs, supporting account and product management, resolving issues, and referring clients to appropriate banking specialists. The role also promotes digital banking tools and helps clients use mobile applications. It is a full-time, on-site position requiring strong customer service, problem-solving, teamwork, digital literacy, and financial processing skills.
Fintech • Payments • Financial Services
Provides personalized financial advice to personal and small-business clients, manages mortgage-client relationships, identifies investment, credit, and banking needs, and refers clients to appropriate specialists. Builds relationships through outreach, networking, calls, and community events while promoting digital banking tools. Requires 2–3 years of financial advisory and sales experience, mutual funds accreditation, and eligibility for CIRO-MFD licensing.
Fintech • Payments • Financial Services
Manages complex credit portfolios for high-net-worth Private Banking clients. Responsibilities include assessing personal and commercial credit requests, structuring lending facilities and security, preparing credit applications and deal summaries, negotiating terms with risk management, coordinating loan and security documentation, monitoring credit expiries, and advising Private Banking teams on credit policies and procedures. Requires financial statement analysis, lending expertise, estate planning knowledge, strong computer skills, and fluency in French and English.
Fintech • Payments • Financial Services
Build and manage personal and business banking client relationships, understand financial goals, recommend tailored products, and support clients with cash management, credit, investments, and wealth protection. Drive sales results through networking, outreach, and relationship deepening while introducing clients to digital banking tools. The role is full-time onsite, may require evening and weekend hours, and involves working across multiple nearby banking centres.