Financial Services Associate

3 days ago


Richmond Hill, Ontario, Canada CIBC Full time
About the Role

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 answer their questions and provide valuable insights.

Key Responsibilities
  • Client Engagement: Leverage your expertise to engage with clients, understand their needs, and provide tailored solutions.
  • Problem Solving: Listen to clients, ask questions, and take ownership of resolving their issues.
  • Organizational Skills: Prepare client files, schedule appointments, and maintain accurate records.
What We Offer

At CIBC, we're committed to creating an inclusive environment where all team members and clients feel valued and supported. 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 have a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.



  • Richmond Hill, Ontario, Canada CIBC Full time

    About the RoleWe'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....


  • Richmond Hill, Ontario, Canada CIBC Full time

    About the RoleWe'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....


  • Richmond Hill, Ontario, Canada CIBC Full time

    Job Title: Financial Services Associate Job Description: Join our team as a Financial Services Associate and help high-value clients secure their futures and set up their businesses. 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...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client relationships and...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team.Key ResponsibilitiesMaintain existing client relationships and identify opportunities to...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team.Key ResponsibilitiesMaintain existing client relationships and identify opportunities to...


  • Richmond Hill, Ontario, Canada OTT Financial Inc. Full time

    Financial Services Professional At OTT Financial Inc., we are seeking a highly skilled Financial Services Professional to join our wealth management team. The ideal candidate will have a strong background in financial services and a proven track record of building and maintaining strong client relationships. Responsibilities: * Engage with clients to...


  • Richmond Hill, Ontario, Canada OTT Financial Inc. Full time

    Financial Services Professional At OTT Financial Inc., we are seeking a highly skilled Financial Services Professional to join our wealth management team. The ideal candidate will have a strong background in financial services and a proven track record of building and maintaining strong client relationships. Responsibilities: * Engage with clients to...


  • Richmond Hill, Ontario, Canada OTT Financial Inc. Full time

    OTT Financial Inc. is seeking a seasoned Financial Services Professional to join our wealth management team. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to analyze and solve complex financial problems. Key responsibilities include engaging with clients to assess their financial needs and develop...


  • Richmond Hill, Ontario, Canada OTT Financial Inc. Full time

    OTT Financial Inc. is seeking a seasoned Financial Services Professional to join our wealth management team. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to analyze and solve complex financial problems. Key responsibilities include engaging with clients to assess their financial needs and develop...


  • Richmond Hill, Ontario, Canada OTT Financial Inc. Full time

    OTT Financial Inc. is seeking a seasoned Financial Services Professional to join our wealth management team. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to analyze and solve complex financial problems. Key responsibilities include engaging with clients to assess their financial needs and develop...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAssociate - Financial Services ProfessionalWhat is the opportunity?The Royal Bank of Canada is a leading financial institution that consistently ranks among the top in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAssociate - Financial Services ProfessionalWhat is the opportunity?The Royal Bank of Canada is a leading financial institution that consistently ranks among the top in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The...


  • Richmond Hill, 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...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team.Key ResponsibilitiesMaintain existing client accounts and identify opportunities to contact...


  • Richmond Hill, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team.Key ResponsibilitiesMaintain existing client accounts and identify opportunities to contact...


  • Richmond Hill, Ontario, Canada Synnapex Full time

    Synnapex is seeking a Financial Operations Associate to become a vital part of our team.Assist in the preparation of management reports and financial documentationEnsure accurate financial record-keeping and compliance with accounting principlesConduct data entry, reconciliation, and validation of financial transactionsSupport the finance department during...


  • Richmond Hill, Ontario, Canada SAGE Dining Services Full time

    SAGE Dining Services is seeking dedicated individuals to fill Food Service Associate roles at an esteemed independent school in the Toronto area. We are committed to providing exceptional dining experiences and fostering a positive work environment. Your Role: Maintain a clean, inviting atmosphere for guests by adhering to sanitation standards and ensuring...


  • Richmond Hill, Ontario, Canada Western Financial Group Full time

    About Western Financial GroupWestern Financial Group is one of Canada's largest insurance providers, with over 220 locations across the country. Our team of over 2,100 professionals is dedicated to delivering exceptional service and support to our customers.Job SummaryWe are seeking a highly motivated and customer-focused Insurance Account Specialist to join...