Current jobs related to Associate Financial Services Specialist - Toronto ON - CIBC
-
Associate Financial Advisor
3 weeks ago
Brampton, ON, Canada Financial Services Full timeAbout Us: We are dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise. We are currently seeking a motivated and detail-oriented Associate Financial Advisor...
-
Associate Financial Advisor
3 weeks ago
Brampton, ON, Canada Financial Services Full timeAbout Us: We are dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise. We are currently seeking a motivated and detail-oriented Associate Financial Advisor...
-
Associate Financial Adviser
3 weeks ago
Brampton, ON, Canada Financial Services Full timeAbout Us: We are dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise. Position Overview: As an Associate Financial Advisor, you will support the Senior...
-
Financial Operations Specialist
1 month ago
Toronto, Ontario, Canada Canadian Tire Financial Services Full timePosition Overview: Reporting to the Accounting Operations Manager, the Financial Operations Specialist will be integral to a team dedicated to precise and efficient accounting for long-term assets and associated financial statement elements. Key Responsibilities: Prepare and record journal entries, perform reconciliations, and conduct financial...
-
Associate Financial Services Specialist
3 months ago
Toronto, Canada CIBC Full timeWe’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...
-
Associate Financial Services Specialist
3 months ago
Toronto, Canada CIBC Full timeWe’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...
-
Financial Services Specialist
3 months ago
Toronto, Canada Mike Chronopoulos - Desjardins Insurance Agent Full time**Financial Services Specialist**: Location: Toronto, ON Type: Full Time **Position Overview**: We are celebrating our 19th year in business and are seeking a qualified professional to join their winning team for the role of a Financial Services Specialist. We seek an energetic professional interested in helping our business grow through needs-based...
-
Old Toronto, Ontario, Canada Raymond James Financial Full timeAbout the RoleThe Senior Associate, Total Wealth Solutions is an integral member of our Total Wealth Solutions (TWS) team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients.Reporting to the Head of Insurance and Financial Planning Solutions, the Senior Associate, Total Wealth Solutions is a key member of the TWS...
-
Senior Associate Account Management Specialist
2 weeks ago
Old Toronto, Ontario, Canada Raymond James Financial Full timeAbout the RoleThe Senior Associate, Total Wealth Solutions is an integral member of our Total Wealth Solutions (TWS) team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients.Reporting to the Head of Insurance and Financial Planning Solutions, the Senior Associate, Total Wealth Solutions is a key member of the TWS...
-
Accounts Payable Specialist
4 weeks ago
Toronto, Ontario, Canada Momentum Financial Services Group_new Full timeAbout Momentum Financial Services Group_new Momentum Financial Services Group_new is a dynamic and growing organization dedicated to providing exceptional financial solutions. We are committed to fostering a collaborative and supportive work environment where our employees can thrive. Accounts Payable Specialist General Function The Accounts Payable...
-
Financial Services Specialist
2 weeks ago
Old Toronto, Ontario, Canada Broadridge Financial Solutions Full timeAbout the RoleBroadridge Financial Solutions is seeking a highly skilled Business Solutions Consultant to join our team. As a Business Solutions Consultant, you will play a critical role in helping our clients achieve their business objectives by providing expert guidance and support.Key ResponsibilitiesClient Engagement: Serve as the primary point of...
-
Financial Services Specialist
2 weeks ago
Old Toronto, Ontario, Canada Broadridge Financial Solutions Full timeAbout the RoleBroadridge Financial Solutions is seeking a highly skilled Business Solutions Consultant to join our team. As a Business Solutions Consultant, you will play a critical role in helping our clients achieve their business objectives by providing expert guidance and support.Key ResponsibilitiesClient Engagement: Serve as the primary point of...
-
Associated Financial Advisor
3 weeks ago
Mississauga, ON, Canada Financial Services and Advisory Full timeSummaryWe are seeking an eager, strategic finance enthusiast to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk...
-
Associated Financial Advisor
3 weeks ago
Mississauga, ON, Canada Financial Services and Advisory Full timeSummaryWe are seeking an eager, strategic finance enthusiast to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk...
-
Financial Services Representative
4 days ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeFinancial Services Career Opportunity At Hybrid Financial Ltd., we are seeking a skilled professional to join our team as an Account Specialist. This role involves contacting Investment Professionals across North America on behalf of our clients, including banks, asset managers, and public companies. Our clients operate in various sectors and industries,...
-
Financial Services Representative
4 days ago
Toronto, Ontario, Canada Hybrid Financial Ltd. Full timeFinancial Services Career Opportunity At Hybrid Financial Ltd., we are seeking a skilled professional to join our team as an Account Specialist. This role involves contacting Investment Professionals across North America on behalf of our clients, including banks, asset managers, and public companies. Our clients operate in various sectors and industries,...
-
Associate Financial Services Specialist/associate
3 months ago
Toronto, Canada CIBC Full timeWe’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...
-
Associate Financial Services Specialist/associate
4 months ago
Toronto, Canada CIBC Full timeWe’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...
-
Associate, Financial Services Group
2 months ago
Toronto, ON, Canada Optimus SBR Full timeThe PositionContinued growth has created exciting opportunities for an Associate to join our Financial Services Practice.The successful candidates will have the opportunity to collaborate, build and succeed as part of a team of high performing professionals. You will have the ability to share challenges and rewards that come from working with a dynamic group...
-
Customer Service Associate
4 weeks ago
Toronto, ON, Canada Neilson Financial Services Full timeAt Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have evolved from our origins...
Associate Financial Services Specialist
4 months ago
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
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 an Associate Financial Services Specialist, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
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.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
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 connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
You’re a certified professional (Ontario). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
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
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.
Job Location Toronto-1580-1582TheQueenswayE
Employment Type Regular
Weekly Hours 37.5
Skills Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
