Financial Services Associate

1 week ago


Winnipeg, Manitoba, Canada CIBC Full time
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

Job Description:

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 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 health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased 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


What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Winnipeg-One Lombard Place

Employment Type

Regular

Weekly Hours

37.5

Skills:

Bank Compliance, Digital Literacy, Establishing and Maintaining Interpersonal Relationships, Financial Services, Online Banking, Organization Efficiency, Professional Customer Service, Resolving Conflicts and Negotiating with Others, Strong Interpersonal Skills (Inactive), Transaction Processing
  • Financial Accountant

    4 weeks ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

  • Financial Accountant

    4 weeks ago


    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...


  • Winnipeg, Manitoba, Canada MD Financial Management Full time

    Requisition ID: 186938Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team.As a Financial Consultant, you will be accountable for...


  • Winnipeg, Manitoba, Canada LP Financial Services Full time

    Job DescriptionReporting to the Chief Financial Officer, the Financial Accountant supports the LP Team to ensure the accurate and efficient execution of the financial reporting processes.Perform day-to-day accounting activities, including accounts payable, invoicing, accounts receivable, and daily trust account settlements;Prepare month-end closing...


  • Winnipeg, Manitoba, Canada Western Financial Group Full time

    We are one of Canada's Top Employers, Join UsAre you highly organized and detail oriented?Administrative AssociateReporting to the Team Lead, our Administrative Associates are an integral part of the Dedicated Services department that support our multiple business units across Canada.Here is what a typical day looks like Greet all clients in a professional...


  • Winnipeg, Manitoba, Canada Mackenzie Financial Corporation Full time

    Job Description:Grade:S5**Referral Level: Level 1Division: IGM-CSO**IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million...


  • Winnipeg, Manitoba, Canada Western Financial Group Full time

    Truthfulness | Fairness | Value | LoyaltyAs one of Canada's largest insurance brokerages, Western has more than 220 locations across the country. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. By delivering the right insurance solution at every opportunity, our team of experts...


  • Winnipeg, Manitoba, Canada Northbridge Financial Corporation Full time

    We're Northbridge Financial. We're proud to be 100% Canadian and owned by Fairfax Financial. We serve through our Northbridge Insurance, Federated Insurance, and TruShield Insurance brands. We have a reputation for being one of Canada's leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of our...


  • Winnipeg, Manitoba, Canada JELD-WEN, Inc. Full time

    Press Tab to Move to Skip to Content Link This position is focused on performing period close activities including any fiduciary reporting, analytics, and control requirements. This position will require interaction with other disciplines within the business units in Canada and be able to function effectively in the Financial Controllership Team. They will...


  • Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time

    Client Service AssociateLocation: This position will be based in our Winnipeg office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset...


  • Winnipeg, Manitoba, Canada Western Financial Group Full time

    Truthfulness | Fairness | Value | LoyaltyAs one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live...


  • Winnipeg, Manitoba, Canada Western Financial Group Full time

    We are one of Canada's Top Employers, Join UsRecognized as a Top 100 Employer; Western creates space for our people to grow and learn.We empower all our team members to challenge the status quo and reward them for their performance.If you share our values, you'll find a home among our 1,800+ team members.ADMINISTRATIVE ASSOCIATESupport a busy reception desk...


  • Winnipeg, Manitoba, Canada Value Village Full time

    Job Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items...


  • Winnipeg, Manitoba, Canada Value Village Full time

    Job Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items...


  • Winnipeg, Manitoba, Canada Cando Rail & Terminals Full time

    Cando Rail & Terminals is a leading North American rail and terminal services provider with operations across Canada and the United States. Cando is the critical linchpin in supply chains, connecting industry to Class 1 railways. Reporting to the Controller, the Financial Analyst is primarily responsible for preparation and review of financial transactions...


  • Winnipeg, Manitoba, Canada Scotiabank Full time

    Requisition ID: 178005Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.In this role you will contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives while...


  • Winnipeg, Manitoba, Canada AAR Financial Full time

    AAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in house training for all positions as well as incentive / benefits packagesSummaryResponsible for providing exceptional customer service and promoting the business of AARMain Responsibilities Maintain absolute professionalism when...


  • Winnipeg, Manitoba, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...

  • Financial Analyst

    1 week ago


    Winnipeg, Manitoba, Canada Manitoba Hydro Full time

    FINANCIAL ANALYSTWinnipeg, MB_ Manitoba Hydro is consistently recognized as one of Manitoba's Top Employers__ Great Benefits_ Competitive salary and benefits package. Definedbenefit pension plan. Nineday work cycle which normally results in every other Monday off, providing for a balanced approach to work, family life- and community. Flextime and partially...


  • Winnipeg, Manitoba, Canada Western Financial Group Full time

    Truthfulness | Fairness | Value | LoyaltyAs one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live...