Put the customer first - Financial Services Representative II CIBC Employee Review

2.0
14 Mar 2016
Recommend
CEO approval
Business outlook

Pros

Helping people is the most satisfying part of the job.

Cons

Too sales driven, so many different processes and systems that are always changing that nobody really knows what is going on. You have to convince the client that you aren't an idiot while navigating these buggy systems and disjointed processes. Do not trust anything a manager says unless it's in writing. Leads are over dialed in most branches, some clients are called every six weeks. I had to put myself on their do not call list.

Explore other reviews about CIBC

5.0
1 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Good flatform to do holistic financial planning for clients. Stock purchase plan with company matching

Cons

There is no commission anymore.

4.0
17 Jun 2026
Recommend
CEO approval
Business outlook

Pros

good visibility, good work/life balance (got lucky and am in a good team)

Cons

little to no upward momentum. not enough of a structure to support long term employees with competitive market rates.

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