Current jobs related to Associate Financial Services Specialist - Brantford - CIBC

  • Financial Advisor Associate

    3 months ago

    Brantford, Canada Brittain Group Financial Services Full time

    Financial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...

  • Financial Services Associate

    3 months ago

    Brantford, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Brantford. This is a full-time temporary role and work hours are Monday to Friday with occasional Saturday shifts. Do you have a talent for inspiring people and leading by example while helping...

  • Investment Specialist Associate

    4 months ago

    Brantford, Canada Scotiabank Full time

    Requisition ID: 147867 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity...

  • Financial Services Specialist

    3 months ago

    Brantford, Canada The Norbruis Group Inc. Full time

    As a Financial Serv es Specialist you will focus on dev ing and dee - ing client relationships by providin high qual - sales and service vice in financial services. You will be responsible f driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant...

  • Financial Services Associate

    3 months ago

    Brantford, Canada Meridian Credit Union Full time

    **Why 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 opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Associate

    3 months ago

    Brantford, 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...

  • Permanent Part-time Financial Services Associate

    4 months ago

    Brantford, Canada Tandia Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Brantford. The work hours will vary between 18-24 hours per week, Monday through Friday with occasional Saturday shifts. This position starts at $29.12 per hour. Do you have a talent for...

  • Financial Operations Specialist

    3 days ago

    Brantford, Ontario, Canada 799856 ont ltd Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at 799856 ONT LTD. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key Responsibilities:Financial Record Keeping: Maintain and balance various...

  • Financial Operations Specialist

    3 days ago

    Brantford, Ontario, Canada 799856 ont ltd Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at 799856 ONT LTD. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key Responsibilities:Financial Record Keeping: Maintain and balance various...

  • Financial Assistant

    2 weeks ago

    Brantford, Ontario, Canada Dely & Associates Inc. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Bookkeeping Specialist to join our team at Dely & Associates Inc. as a permanent employee.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date financial records, including ledgers and financial statements.Accounting Tasks: Calculate and prepare cheques for payroll,...

  • Registrarial Services Associate

    4 months ago

    Brantford, Canada Six Nations Polytechnic Full time

    Six Nations Polytechnic (SNP) is a unique Indigenous Institute, recognized by community, government, and institutions of higher learning, as a Centre of Excellence for Indigenous Knowledge. SNP offers postsecondary, secondary, trades education and training. SNP has formal partnerships with nine publicly funded Ontario Universities and Colleges and...

  • Client Services Coordinator

    3 days ago

    Brantford, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Client Services Specialist to join our team at BMO Financial Group. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and staff with day-to-day administration and providing exceptional client service.Key ResponsibilitiesCoordinate marketing...

  • Client Services Coordinator

    3 days ago

    Brantford, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Client Services Specialist to join our team at BMO Financial Group. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and staff with day-to-day administration and providing exceptional client service.Key ResponsibilitiesCoordinate marketing...

  • Financial Management Specialist

    2 weeks ago

    Brantford, Ontario, Canada 799856 ont ltd Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at 799856 ONT LTD. As a key member of our finance department, you will be responsible for providing financial management and accounting support to our organization.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial models and...

  • Financial Management Specialist

    2 weeks ago

    Brantford, Ontario, Canada 799856 ont ltd Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at 799856 ONT LTD. As a key member of our finance department, you will be responsible for providing financial management and accounting support to our organization.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and maintain financial models and...

  • Financial Operations Specialist

    5 days ago

    Brantford, Ontario, Canada 2823852 ONTARIO INC. Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at 2823852 ONTARIO INC. as a permanent position. The successful candidate will be responsible for managing financial records, preparing cheques, and maintaining accounts in a fast-paced retail environment.Key ResponsibilitiesCalculate and prepare cheques for payroll,...

  • Financial Operations Specialist

    5 days ago

    Brantford, Ontario, Canada 2823852 ONTARIO INC. Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at 2823852 ONTARIO INC. as a permanent position. The successful candidate will be responsible for managing financial records, preparing cheques, and maintaining accounts in a fast-paced retail environment.Key ResponsibilitiesCalculate and prepare cheques for payroll,...

  • Financial Operations Specialist

    5 days ago

    Brantford, Ontario, Canada 2823852 ONTARIO INC. Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at 2823852 ONTARIO INC. as a permanent position. The successful candidate will be responsible for managing financial records, preparing cheques, and maintaining accounts in a fast-paced retail environment.Key ResponsibilitiesCalculate and prepare cheques for payroll,...

  • Financial Operations Specialist

    5 days ago

    Brantford, Ontario, Canada 2823852 ONTARIO INC. Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at 2823852 ONTARIO INC. as a permanent position. The successful candidate will be responsible for managing financial records, preparing cheques, and maintaining accounts in a fast-paced retail environment.Key ResponsibilitiesCalculate and prepare cheques for payroll,...

  • Financial Management Specialist

    1 week ago

    Brantford, Ontario, Canada 799856 ont ltd Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at 799856 ONT LTD. As a key member of our finance department, you will be responsible for providing financial management and accounting support to our organization.Key ResponsibilitiesFinancial Record KeepingAccurately maintain and balance various financial...

Associate Financial Services Specialist

4 months ago

Brantford, 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 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 Brantford-Lynden Park Mall

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 #J-18808-Ljbffr