Associate Financial Services Specialist

1 month ago

Barrie, Ontario, 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 )

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.

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 y ou a re

  • 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 Mailbox.careers-
  • 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

Barrie-46 Dunlop St. E.

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

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.


  • Associate Financial Services Specialist

    1 week ago

    Barrie, Ontario, Canada CIBC Full time

    We're in the process of establishing a client-focused bank tailored for the contemporary era. We are on the lookout for skilled and enthusiastic professionals who are committed to always prioritizing our clients' best interests.At CIBC, we value your unique abilities and career aspirations, empowering you to excel in your role.Our team members are equipped...

  • Senior Recovery and Remarketing Specialist

    1 week ago

    Barrie, Ontario, Canada NorthLake Financial Corp Full time

    Salary: Starting at $90K/Annually and negotiated based on experience About Northlake Financial:Northlake Financial is a leading financial services company dedicated to providing exceptional solutions to our clients. With a strong focus on customer satisfaction and professionalism, we are committed to helping individuals and businesses navigate their...

  • Senior Recovery and Remarketing Specialist

    4 weeks ago

    Barrie, Ontario, Canada NorthLake Financial Corp Full time

    Salary: Starting at $90K/Annually and negotiated based on experience About Northlake Financial:Northlake Financial is a leading financial services company dedicated to providing exceptional solutions to our clients. With a strong focus on customer satisfaction and professionalism, we are committed to helping individuals and businesses navigate their...

  • Medical Planning Specialist

    1 week ago

    Barrie, Ontario, Canada Northlake Financial ULC Full time

    Northlake Financial is a leading financial services company dedicated to providing exceptional solutions to our clients. With a strong focus on customer satisfaction and professionalism, we are committed to helping individuals and businesses navigate their financial challenges effectively. This position requires a strategic thinker with strong leadership...

  • Associate Financial Services Specialist

    1 week ago

    Barrie, Ontario, Canada CIBC Full time

    Nous sommes en train de construire une banque qui se concentre sur les relations pour s'adapter au monde moderne. Nous recherchons des professionnels talentueux et passionnés qui ont à cœur de mettre en place ce qui est nécessaire pour nos clients.À la Banque CIBC, nous valorisons vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les...

  • Financial Services Representative

    1 week ago

    Barrie, Ontario, Canada Meridian Credit Union Full time

    Who we are:Meridian's dedication to helping Canadians goes beyond banking, it's about achieving a better life Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.At Meridian, we're committed to providing exceptional banking, services, security, and advice so our Members can get everything...

  • Delivery Specialist

    1 week ago

    Barrie, Ontario, Canada Mercedes-Benz Barrie Full time

    Weins Auto Group is looking for a Delivery Specialist to join our team at Mercedes-Benz Barrie**. We are looking for a highly motivated individual to join our sales team. As a Delivery Specialist, you make it your duty to coordinate and complete vehicle sales deliveries to customers with the primary objectives of maximizing efficiency and customer...

  • Financial Services Representative

    1 week ago

    Barrie, Ontario, Canada Meridian Credit Union Ltd Full time

    Financial Services Representative - Full Time Job Category: Retail Requisition Number: FINAN005342 Apply now Full-Time On-site Locations Showing 1 location DescriptionWhy Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create...

  • Mobile Mortgage Specialist

    1 week ago

    Barrie, Ontario, Canada DUCA Full time

    Why DUCA?We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.We...

  • Financial Planning Specialist

    1 week ago

    Barrie, Ontario, 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...

  • Service Sales Specialist

    1 week ago

    Barrie, Ontario, Canada Eaton Full time

    Eaton's Electrical sector is currently hiring a Senior Sales Specialist to join our team. This position is based at our Barrie facility and offers benefits from Day 1.What you'll do:Primary Function:The primary function of the Services Sales Specialist is to sell services to customers in the targeted market areas. This position will be responsible to achieve...

  • Accounting Administrator

    1 week ago

    Barrie, Ontario, Canada NorthLake Financial Corp Full time

    ABOUT THIS CAREER OPPORTUNITYNorthlake Financial team is growing If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.WHY WORK FOR US?Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian automotive finance industry with a...

  • Child Life Specialist

    1 week ago

    Barrie, Ontario, Canada Royal Victoria Regional Health Centre Full time

    Job Description:As part of the Maternal Child and Youth and Surgery Programs the Child Life Specialist contributes to excellence in paediatric care by promoting optimum development of children, adolescents and families. The Child Life Specialist promotes effective coping through play, preparation, education, and self-expression activities. They provide...

  • Customer Service Associate

    1 week ago

    Barrie, Ontario, Canada Value Village Full time

    Job Title: Customer Service AssociateWho we are: Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des _ Valeurs_- (in Quebec) and Savers Australia. _Summary & Positions:At Savers / Value Village our Customer Service Associates create an awesome experience for our Customers,...

  • Financial Services Manager

    1 week ago

    Barrie, Ontario, Canada MOFFATT'S MAZDA Full time

    FINANCIAL SERVICES MANAGER - Automotive Dealership - BarrieMoffatt's Mazda of Barrie, Ontario is currently looking for an experienced Full Time Financial Services Manager to join their Dynamic Team in Barrie, OntarioReports to: General ManagerSummaryThe Financial Services Manager sells new and used car buyers financing and insurance programs, aftermarket...

  • Associate

    1 week ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Automation Specialist

    1 week ago

    Barrie, Ontario, Canada Royal Victoria Regional Health Centre Full time

    Job Description:***: Automation Specialist:Position Summary:Qualifications:Education 3year college diploma or University degree in Computer Sciences, Software Engineering, or related programCertifications (preferred) ITIL V4 Foundations Microsoft Certified: Power Platform Developer Associate Microsoft Certified: Power Automate RPA Developer Associate...

  • Financial Service Representative

    1 week ago

    Barrie, Ontario, Canada Curo Full time

    Overview:If you are looking for more than a job, join Cash Money to start your careerCome and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class customer...

  • Accounts Payable Specialist

    1 week ago

    Barrie, Ontario, Canada Environmental 360 Solutions Full time

    Company OverviewFounded in 2018, Environmental 360 Solutions (E360S) is dedicated to becoming one of North America's leading and most trusted environmental management companies. Growing through acquisition and organically, E360S provides environmental and waste management solutions to municipalities, commercial and residential customers.Position...

  • Building Asset Specialist

    1 week ago

    Barrie, Ontario, Canada Innomar Strategies Inc. Full time

    Personal Care Specialist- Future Opportunities page is loaded Personal Care Specialist- Future Opportunities Apply locations Greater Toronto Area, ON Remote, Canada Barrie, ON time type Full time posted on Posted 3 Days Ago job requisition id R241871 Our team members are at the heart of everything we do. If you want to make a difference at the center of...