Financial Services Associate

4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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 CIBC.com 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, and to work at multiple banking centres a reasonable travel distance. 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, book appointments, and maintain 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, and 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, listening to and learning 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 teamwork can transform a good idea into a great one and 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 and have a strong sense of curiosity. Values matter to you. You bring your real self to work and 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 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 – a social, points‑based recognition program. Our spaces and technological toolkit simplify bringing 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 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 provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com. You must be legally eligible to work at the specified location(s) and, where applicable, 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 Thunder Bay – 2 S. Cumberland St Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post‑Sales Support, Product Knowledge Seniority level Entry level Employment type Full‑time Job function Finance and Sales Industries Banking #J-18808-Ljbffr