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Fintech • Payments • Financial Services
Serve clients in a branch banking centre by building relationships, assessing financial goals, recommending products (credit, investments, cash management), promoting digital tools, and meeting sales targets while working flexible branch hours and supporting outreach and community engagement.
Fintech • Payments • Financial Services
Build and manage a client portfolio by providing personalized advice across banking, investments, lending, estate planning, and financial services. Develop new business through networking, lead conversion, community involvement, and local marketing activities. Serve as a single point of contact, meet performance targets, and work on-site across banking centres, including evenings and weekends when required.
Fintech • Payments • Financial Services
Provide relationship-focused, client-facing banking service: understand client goals, recommend deposit, credit, investment and protection solutions, onboard clients to digital tools, meet sales targets, and support community outreach across multiple branch locations.
Fintech • Payments • Financial Services
Provide mortgage advice, meet clients remotely or in-person, build referral networks, convert leads into mortgage clients, manage mortgage documentation and process, and collaborate with banking centre teams to deliver personalized mortgage solutions.
Fintech • Payments • Financial Services
Serve as the first point of contact in a busy banking centre, assist clients with day-to-day banking, identify client needs and opportunities, connect clients to appropriate team members, resolve issues, and promote digital/mobile banking tools while delivering excellent client service.
Fintech • Payments • Financial Services
Supports Relationship Managers and Business Banking clients through administrative assistance, client service, financial product guidance, appointment scheduling, file preparation, issue resolution, and identifying business growth opportunities. The role requires on-site work, flexibility for evening and weekend banking hours, and willingness to work at multiple nearby banking centres.
Fintech • Payments • Financial Services
Build and deepen relationships with personal and small-business banking clients by understanding their financial needs, providing personalized advice, managing mortgage client portfolios, and recommending investment, credit, and banking solutions. Generate business through networking, outreach, referrals, and community events. Introduce clients to digital banking tools and collaborate with banking partners to deliver comprehensive service.
Fintech • Payments • Financial Services
Supports Financial Advisors serving high-value personal and business banking clients. Provides information on cash management, credit, investments, and wealth protection; resolves client issues; prepares files; schedules appointments; maintains records; and identifies business growth opportunities. The role is full-time, on-site, and may require working evenings, weekends, and at multiple nearby banking centres. Mandarin or other Asian language skills are a strong asset.
Fintech • Payments • Financial Services
As a Senior Financial Advisor, manage client portfolios, create financial plans, provide investment advice, and foster relationships to enhance client experience and satisfaction.
Fintech • Payments • Financial Services
Provide mortgage advice and product solutions, meet clients at convenient locations, develop business through local market knowledge and realtor relationships, manage mortgage documentation and lending processes, and deliver excellent client service while working on a commission-based compensation plan.
Fintech • Payments • Financial Services
Work as a client-facing banker in a branch to build relationships, assess client financial goals, recommend solutions (cash management, credit, investments), drive sales and outreach, introduce clients to mobile banking technology, and work flexible on-site hours across nearby centres.
Fintech • Payments • Financial Services
Serve as the first point of contact at a CIBC kiosk inside Costco, proactively engaging members to open chequing/savings accounts, provide product information, refer complex needs to banking centres, meet sales targets, use digital tools to assist clients, process transactions, maintain confidentiality, and work rotational shifts across nearby warehouses.
Fintech • Payments • Financial Services
Build and grow a client portfolio through relationship management and financial advice across banking, investments, lending and estate planning. Deliver tailored solutions, meet sales targets, engage in community outreach, and work flexible banking centre hours including evenings and weekends.
Fintech • Payments • Financial Services
Manage and grow a complex personal and business banking client portfolio by delivering comprehensive financial plans, investment, retirement and credit advice, and exceptional client service. Lead and mentor advisors, convert leads into clients, and work across multiple banking centres with flexible hours to support client needs and business goals.
Fintech • Payments • Financial Services
Provide relationship-based banking service in a branch: advise clients on cash management, credit, investments and protection; grow relationships through outreach; introduce clients to digital tools; work on-site full-time with flexible hours and travel between nearby centres.
Fintech • Payments • Financial Services
Build and grow a client portfolio through relationship management and financial advice across banking, investments, lending and estate planning. Drive business development and community outreach to generate referrals and deepen client relationships. Serve as single point of contact, deliver needs-based solutions, and meet performance targets while working flexible banking hours and multiple branch locations.
Fintech • Payments • Financial Services
Provide mortgage advice and product solutions, meet clients at their convenience, build relationships and referral networks, generate new business, collaborate with branch teams, and support mortgage documentation and lending processes.
Fintech • Payments • Financial Services
Provide mobile mortgage advice and product solutions, build client relationships and referral networks, generate and convert leads through local market knowledge, collaborate with banking centre teams, and manage mortgage documentation and lending processes. Role is commission-based and client- and community-focused.
Fintech • Payments • Financial Services
Contact Centre Representative (Credit Counsellor) manages inbound and outbound client calls to assess financial situations, advise on repayment options, prevent further delinquencies, and capture accurate information across systems. Role requires empathetic client engagement, problem solving, ownership of calls, multitasking across systems, meeting performance metrics, and flexibility for shift work. Initial onsite training (Vancouver) with possible transition to Agent@Home subject to workspace and internet requirements.
Fintech • Payments • Financial Services
Work onsite in a branch to build client relationships, assess financial goals, recommend banking, credit, investment and protection solutions, perform outreach and marketing, promote digital/mobile banking, and meet sales results. Flexible hours including evenings/weekends and ability to work across nearby branches required.