As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
Financial Services Representative
Canmore, AB · On-site
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
Financial Services Representative
Canmore, AB · On-site
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
Financial Services Representative
Calgary, AB · On-site
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
Financial Services Representative
Calgary, AB · On-site
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
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Financial Services Administrative Assistant
Calgary, AB · On-site
CA$40K - CA$50K/yr
Advisor Support - Coordinate and manage the calendars of three financial advisors. - Schedule ... services industry is considered a strong asset. - Experience using Salesforce CRM is highly ...
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Financial Services Administrative Assistant
Calgary, AB · On-site
CA$40K - CA$50K/yr
Advisor Support - Coordinate and manage the calendars of three financial advisors. - Schedule ... services industry is considered a strong asset. - Experience using Salesforce CRM is highly ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
As a Financial Services Representative, you'll foster key relationships with clients, understand ... Use your knowledge of cash management, credit, investment and wealth protection to help clients ...
Manage calendars by proactively scheduling and tracking appointments, meetings, practice-related dates, and critical deadlines for multiple lawyers and team members; independently arrange and confirm ...
Manage calendars by proactively scheduling and tracking appointments, meetings, practice-related dates, and critical deadlines for multiple lawyers and team members; independently arrange and confirm ...
Members of our Financial Services and Regulation team advise financial institutions, including ... Demonstrate effective priority management and the ability to work well under pressure. This is an ...
Members of our Financial Services and Regulation team advise financial institutions, including ... Demonstrate effective priority management and the ability to work well under pressure. This is an ...
Conference Services Manager
Banff, AB · On-site
Conference Services Manager Banff Centre for Arts and Creativity aims to inspire everyone who ... of a conference Financial * Ensure all sales contracts are adhered to and all contractual ...
Conference Services Manager
Banff, AB · On-site
Conference Services Manager Banff Centre for Arts and Creativity aims to inspire everyone who ... of a conference Financial * Ensure all sales contracts are adhered to and all contractual ...
Transformer Services Manager
Edmonton, AB · On-site
The Transformer Services Manager is responsible for leading and managing field service operations ... Financial Analysis: * Track project costs and contribute to budget planning. * Approve field ...
Transformer Services Manager
Edmonton, AB · On-site
The Transformer Services Manager is responsible for leading and managing field service operations ... Financial Analysis: * Track project costs and contribute to budget planning. * Approve field ...
RSM Canada is looking for a Tax Manager to join the expanding our Business Tax - Financial Services practice. This role provides an opportunity to join a high-performing, high-growth tax practice ...
RSM Canada is looking for a Tax Manager to join the expanding our Business Tax - Financial Services practice. This role provides an opportunity to join a high-performing, high-growth tax practice ...
As Product Marketing Manager, your work will have an immediate and meaningful impact and you will be supported along your career journey to take chances and grow into the professional you desire to ...
As Product Marketing Manager, your work will have an immediate and meaningful impact and you will be supported along your career journey to take chances and grow into the professional you desire to ...
Manage the full billing cycle, including inputting and reviewing dockets and time entries ... Knowledge of financial services protocols, supporting banking transactions would be an asset.
Manage the full billing cycle, including inputting and reviewing dockets and time entries ... Knowledge of financial services protocols, supporting banking transactions would be an asset.
Planning Director, Estate & Financial Planning Services Advanced Wealth Planning for High-Net-Worth ... Collaborate with insurance specialists and case managers to provide integrated solutions * Build ...
Planning Director, Estate & Financial Planning Services Advanced Wealth Planning for High-Net-Worth ... Collaborate with insurance specialists and case managers to provide integrated solutions * Build ...
Planning Director, Estate & Financial Planning Services Advanced Wealth Planning for High-Net-Worth ... Collaborate with insurance specialists and case managers to provide integrated solutions * Build ...
Planning Director, Estate & Financial Planning Services Advanced Wealth Planning for High-Net-Worth ... Collaborate with insurance specialists and case managers to provide integrated solutions * Build ...
Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence ...
Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence ...
Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence ...
Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence ...
Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence ...
Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence ...
Financial Services Manager information
What is a financial services manager?
A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.
What does a financial services manager do?
What are the key skills and qualifications needed to thrive as a financial services manager, and why are they important?
What are some common challenges financial services managers face when leading teams in a dynamic financial environment?
What is the difference between Financial Services Manager vs Financial Advisor?
| Aspect | Financial Services Manager | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or Series 7 often preferred | CFP, CFA, or Series 7 certifications common |
| Work Environment | Typically in banks, financial institutions, or corporate finance departments | Usually in financial planning firms or independent practice |
| Employer & Industry Usage | Used by banks, investment firms, and corporations | Commonly employed by financial planning firms and advisory firms |
| Primary Focus | Overseeing financial services operations and client portfolios | Providing personalized financial advice and planning to clients |
The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.
What are the most commonly searched types of Financial Services jobs in Alberta?
The most popular types of Financial Services jobs in Alberta are:
What cities in Alberta are hiring for Financial Services Manager jobs?
Cities in Alberta with the most Financial Services Manager job openings:

Full-time
Retirement
Re-posted 6 days ago
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.
To learn more about CIBC, please visit CIBC.com
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, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and 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 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 build trust through respect and authenticity.
- 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 a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- 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.
- 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*, an employee share purchase plan, a vacation offering, 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 use 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 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
Calgary-4916-130 Avenue, S.E.Employment Type
RegularWeekly Hours
37.5Skills
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented