Universal Banker I

Canadian Imperial Bank of Commerce; Oshawa; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial institution is seeking a Financial Services Representative Universal Banker in Oshawa. You will work directly with clients to provide tailored financial advice and product recommendations, enhancing their overall banking experience. The role requires flexibility to work at multiple locations and a passion for customer service. Join us in creating a meaningful client impact at a dynamic banking center.

Benefits

Defined benefit pension plan

Employee share purchase plan

Vacation and wellbeing support

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Current accreditation and good standing in the Mutual Funds License.

Responsibilities

• Proactively engage with clients to enhance their financial success.
• Meet with clients to understand their financial priorities and advise them.
• Engage in marketing activities to strengthen client relationships.

Skills

Client Service

Digital Literacy

Financial Products

Problem Solving

Education

Mutual Funds License

Job description

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.

What you’ll be doing

As a member of the Personal and Business Banking team you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative Universal Banker you’ll proactively engage with clients and leverage CIBC’s best‑in‑class mobile and online banking options to recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work you’ll be on‑site full‑time.

How you’ll succeed

Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions and provide a forward‑looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals.

Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships and work as one team to ensure clients are connected to the right people and opportunities.

Leveraging technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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

You know that details matter. You notice things that others don’t. Your critical‑thinking skills help to inform your decision making.

You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.

You’re a certified professional. You have current accreditation and good standing – Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

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 aspire to give you a career rather than just a paycheck.

We work to recognize you in meaningful personalized ways, including a competitive salary, incentive pay, banking benefits, a benefits program.

• Defined benefit pension plan
• Employee share purchase plan
• Vacation, wellbeing support 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.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to invest in your growth and development.

Subject to plan and 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 us.

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 tests (such as simulation coding, French proficiency, MS Office). Our goal for the application process is to get to know what you have to offer and give you the opportunity to learn more about us.

Job Location

Oshawa-Stevenson and Rossland

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group, Problem Solving, Outbound Calls, Regulatory Requirements, Results‑Oriented

Key Skills

Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF

Experience: years

Vacancy: 1