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 ...
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 ...
Financial Services Representative
Canmore, AB · On-site
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 ...
Financial Services Representative
Canmore, AB · On-site
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 ...
Financial Services Representative
Canmore, AB · On-site
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 ...
Financial Services Representative
Canmore, AB · On-site
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 ...
Financial Services Representative
Calgary, AB · On-site
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 ...
Financial Services Representative
Calgary, AB · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Financial Services Consultant, Wealth
Edmonton, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Services Consultant, Wealth
Edmonton, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Services Consultant, Wealth
Edmonton, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Services Consultant, Wealth
Edmonton, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Services Consultant, Wealth
Calgary, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Services Consultant, Wealth
Calgary, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Services Consultant, Wealth
Calgary, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Services Consultant, Wealth
Calgary, AB · On-site +1
Sun Life is growing its Group Retirement Services team and is looking for talented, licensed Financial Services Consultants to join us in British Columbia or Alberta. In this sales-focused role, you ...
Financial Service Representative
Edmonton, AB · On-site
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent
Financial Service Representative
Edmonton, AB · On-site
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent
Financial Service Representative
Edmonton, AB · On-site
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Financial Service Representative
Edmonton, AB · On-site
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Have a minimum of one year of financial services and sales experience * Have a passion for customer service * Have previous cash handling experience * Have a high school diploma or equivalent #SJ
Financial Services Representative information
See Alberta salary details
$16K - $24K
2% of jobs
$24K - $32K
16% of jobs
$34.5K is the 25th percentile. Wages below this are outliers.
$32K - $40K
23% of jobs
The median wage is $44.9K / yr.
$40K - $48K
15% of jobs
$48K - $56K
8% of jobs
$56K - $64K
5% of jobs
$71K is the 75th percentile. Wages above this are outliers.
$64K - $72K
6% of jobs
$72K - $80K
7% of jobs
$80K - $88K
6% of jobs
$88K - $96K
4% of jobs
$96K - $104K
6% of jobs
$16K
$57.6K
$104K
How much do financial services representative jobs pay per year?
What is a financial services representative?
As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.
What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?
What are some common challenges financial services representatives face when managing client expectations?
What is the difference between Financial Services Representative vs Customer Service Representative?
| Aspect | Financial Services Representative | Customer Service Representative |
|---|---|---|
| Required Credentials | FINRA Series 6/7, possibly CFP or insurance licenses | No specific licenses required |
| Work Environment | Financial institutions, banks, investment firms | Retail, call centers, service departments |
| Employer & Industry | Financial services industry |
The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.
What job categories do people searching Financial Services Representative jobs in Alberta look for?
The top searched job categories for Financial Services Representative jobs in Alberta are:
What are popular job titles related to Financial Services Representative jobs in AB?
For Financial Services Representative jobs in AB, the most frequently searched job titles are:

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