Financial Services Associate

2 weeks ago


Canada Canadian Imperial Bank of Commerce Full time

Financial Services Associate page is loaded Financial Services Associate Apply locations Port Alberni, BC time type Full time posted on Posted Yesterday job requisition id 2411184

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 partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' 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 - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals. 
  • Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions. 
  • Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.

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 engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
  • 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're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
  • You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
  • 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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

  • 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 more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-01-31

Job Location

Port Alberni-3555 Johnston Rd

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr
  • Financial Advisor

    7 days ago


    Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...

  • Financial Advisor

    2 weeks ago


    Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...


  • Canada Momentum Financial Services Group Full time

    Full-time Salary Minimum - Salaire Minimum: $17.If so, Momentum Financial Services Group wants you to join our team. As a Financial Service Representative you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Market competitive hourly pay...


  • Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...


  • Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Services Specialist page is loaded Associate Financial Services Specialist Apply locations Toronto, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411358 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...


  • Canada Momentum Financial Services Group Full time

    Full-time Salary Minimum - Salaire Minimum: $17.50 Company Description Are you a dynamic and driven professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Service Representative you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their...


  • Canada Momentum Financial Services Group Full time

    Financial Services Representative - 340 W University Dr St 28 Full-time Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Services Representative, you'll make a positive impact on the people living in your community by promoting our financial products and services to...


  • Canada Bennett Jones LLP Full time

    Bennett Jones LLP is a top tier, full service international law firm with offices in Calgary, Toronto, Edmonton, Ottawa, Vancouver, Montréal and New York. We are proud that Bennett Jones was ranked as a Platinum Level Best Employer in the 2023 "Best Employers in Canada" survey conducted by Kincentric. The firm has also been recognized as a Top Employer...


  • Canada Educators Financial Group Full time

    Job Summary Educators Financial Group is growing again. We are hiring a salaried  Certified Financial Planner professional to deliver a superior client experience within the education community in Peel region. The education community primarily includes members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic...


  • Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Services Specialist page is loaded Associate Financial Services Specialist Apply locations Toronto, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411358 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced...

  • Senior Associate

    1 month ago


    Canada SS&C Full time

    Senior Associate, Investor Services page is loaded Senior Associate, Investor Services Apply locations Mississauga, Canada Toronto, Canada time type Full time posted on Posted 2 Days Ago job requisition id R23639 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. S. company...


  • Canada Hyundai Capital Full time

    Job Description - Associate, Revenue Performance (24000099) Associate, Revenue Performance - ( 24000099 ) Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory and...


  • Canada Canadian Imperial Bank of Commerce Full time

    Financial Associate CIBC Wood Gundy page is loaded Financial Associate CIBC Wood Gundy Apply locations Ottawa, ON Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2315801 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...


  • Canada SS&C Full time

    Associate Manager, Investor Services page is loaded Associate Manager, Investor Services Apply locations Mississauga, Canada Toronto, Canada time type Full time posted on Posted 2 Days Ago job requisition id R23640 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...


  • Canada SS&C Full time

    Senior Associate, Investor Services page is loaded Senior Associate, Investor Services Apply locations Mississauga, Canada Toronto, Canada time type Full time posted on Posted 2 Days Ago job requisition id R23639 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...


  • Ontario, Canada, Canada Experior Financial Group Part time

    Hi friends! Do you NEED WORK??Are you a go-getter? Hungry to earn above average income?As our growth continues throughout North America, we are eager to welcome new members to our team.We are on the lookout for individuals who possess an entrepreneurial spirit, uphold the highest ethical standards, and have a genuine passion for serving and caring for...

  • Tax Senior Associate

    3 weeks ago


    Canada Intelcom Courrier Canada INC Full time

    Intelcom is a fast-growing Canadian company in the e-commerce delivery sector. Our teams across the country and our network of delivery partners contribute to the success of our day-to-day activities. We are getting ahead and we stand out with innovative delivery services and methods. We firmly believe that world-class talent makes no distinction with...


  • Canada SS&C Full time

    Associate Manager, Investor Services page is loaded Associate Manager, Investor Services Apply locations Mississauga, Canada Toronto, Canada time type Full time posted on Posted 2 Days Ago job requisition id R23640 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. S. company...


  • Canada Alberta Financial Services Corporation Full time

    Tuesday, May 7, 2024 At AFSC, we want to work with talented people from a wide range of backgrounds. We strive to create a psychologically safe environment where we can all be ourselves and perform to the best of our abilities.We care about each other, about Alberta and about agriculture. We are innovative, knowledgeable, and diverse and love what...


  • Canada Nevian Consulting & Placement Services Inc. Full time

    78K - 92K Benefits Included Account Manager Marijke Kanters Description Our client a well known Pension Administrator is searching for an experienced French/English Client Service Associate ( DB Pension Sector experience required). In this role you will deliver exceptional bilingual client service as the first point of contact for all telephone...