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Associate Financial Services Professional
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Financial Services Associate
2 months ago
We're seeking a talented Financial Services Associate to join our Imperial Service Team. As a key member of our team, you'll partner with Financial Advisors to help high-value clients achieve their financial goals.
As a Financial Services Associate, you'll provide administrative and client support to identify business growth opportunities. You'll build strong relationships with clients, leveraging your knowledge of cash management, credit, investment, and wealth protection to provide expert advice.
Key Responsibilities- Client Engagement: Leverage your expertise to answer client questions and provide information on financial products and services.
- Problem Solving: Listen to client concerns, ask questions, and take ownership of resolving issues.
- Organizational Skills: Prepare client files, schedule appointments, and maintain accurate records.
At CIBC, we're committed to creating an inclusive environment where all team members and clients feel valued. We offer a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social recognition program.
We're dedicated to helping our clients achieve their financial goals, and we're looking for talented individuals like you to join our team. If you're passionate about delivering exceptional client service and building strong relationships, we encourage you to apply for this exciting opportunity.
