Financial Services Representative II, TB… at CIBC · Vancouver

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 CIBC.com

What you'll be doing 

You’ll work in a fast paced Contact Centre where you’ll proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns with clients through outbound calls. You’ll engage in meaningful conversations, where you’ll seek to develop an in-depth understanding of their financial needs. You’ll quickly provide information and resolutions to the client’s issues.  

Please note that the start date for this position is June 15th, 2026  (expected end date of November 15th, 2026) and is a full-time Temporary (fixed term) position. Our Contact Centre is open from Monday to Friday 9:00 AM to 8:00pm PM PST and Saturday 10:00am - 6:00pm PST. We’d like for you to be available and flexible between these hours.

At CIBC we enable the work environment most optimal for you to thrive in your role.  Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.  

Kindly note, this position will begin on site at 400 Burrard St, Vancouver, BC for a minimum 90 day period. In the event you are provided the opportunity to work from home, the below requirements are mandatory for our Agent@Home  program. 

We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business-related purposes.

Agent@Home Program Requirements:

• Ability to work independently as an Agent@Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions. 

• Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps) 

• Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service

How you’ll succeed 

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Listen, ask questions, and put yourself in the client’s shoes to find the right solutions, every time. 

• Recommending solutions - Connect clients with the right financial solutions. Proactively suggest products that will help them to achieve their financial goals. Work with your team to ensure clients are connected to the right people and opportunities. 

• Product knowledge - Be an expert in CIBC’s comprehensive financial product offerings. Keep up to date with both new and existing solutions, and maintain an ongoing learning mindset. 

• Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.

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 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 goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. 

• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. 

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others. 

• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support, and additional offers such as employee and family assistance programs 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.

*Subject to 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-carrieres@cibc.com

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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

Vancouver-400 Burrard St, 6th

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Bank Products, Call Center, Client Service, Communication, Financial Products, Outbound Calls, Work Collaboratively