Current jobs related to Associate Financial Services Specialist - Mississauga - CIBC
-
Sales and Association Engagement Specialist
1 month ago
Mississauga, Ontario, Canada Northbridge Financial Corporation Full timeNORTHBRIDGE SALES AND ASSOCIATION ENGAGEMENT SPECIALISTIn this role, you will collaborate closely with the National Association Manager, playing a vital part in driving team success and fulfilling strategic objectives. Your contributions will also extend to sales initiatives and corporate growth.Core Responsibilities:Develop and deliver presentations,...
-
Client Service Associate
4 months ago
Mississauga, Canada Northbridge Financial Corporation Full timeWe’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a...
-
Client Service Associate
4 months ago
Mississauga, Canada Northbridge Financial Corporation Full timeNous sommes Les assurances Federated. Nous servons les entreprises canadiennes avec fierté depuis 100 ans. Nous sommes reconnus comme étant l’un des plus importants fournisseurs d’assurance des entreprises au Canada. Nos employés sont engagés à répondre aux besoins particuliers de nos clients, et nous faisons tout en notre pouvoir pour aider les...
-
Strategic Financial Planning Specialist
3 weeks ago
Mississauga, Ontario, Canada Financial Services and Advisory Full timeJob SummaryWe are seeking a highly motivated and strategic finance professional to join our team at Financial Services and Advisory. As an Associated Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Develop and implement comprehensive financial plans for...
-
Financial Services and Advisory Professional
3 weeks ago
Mississauga, Ontario, Canada Financial Services and Advisory Full timeJob SummaryWe are seeking a highly motivated and strategic finance professional to join our team at Financial Services and Advisory. As an Associated Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Develop and implement comprehensive financial plans...
-
Associations & Sales Specialist
4 months ago
Mississauga, Canada Northbridge Financial Corporation Full time**What it’s like to be a Northbridge Associate and Sales Specialist** You will be under the general direction of the National Association Manager. This role provides senior support in the delivery and service excellence of the associations team goals and objectives. In addition, you will be supporting to sales and corporate development. **We want your...
-
Financial Service Associate
4 weeks ago
Mississauga, Canada Desjardins Financial Security Independent Network Full time**Company Overview**: We are a leading financial advisory firm specializing in life and health insurance as well as investment products. We are seeking a motivated and knowledgeable Sales Associate Advisor to join our team and assist with managing and expanding our client base. **Key Responsibilities**: - Sales and Client Support: - Identify and pursue...
-
Associate Underwriter
2 days ago
Mississauga, Ontario, Canada Northbridge Financial Corporation Full timeWe're seeking a Federated Associate Underwriter to customize insurance solutions for commercial clients, working closely with Commercial Insurance Specialists to develop unique risk management strategies. Federated Associate Underwriters are passionate about building strong relationships with Commercial Insurance Specialists, providing excellent...
-
Financial Client Services Associate
1 month ago
Mississauga, Ontario, Canada Ferguson Financial Planning | CI Assante Wealth... Full timePOSITION SUMMARY:We are currently in search of a Financial Client Services Associate to enhance the operations of the Ferguson Financial Planning team at Assante Capital Management. The Financial Client Services Associate will be instrumental in managing client accounts and performing administrative functions to ensure efficient team operations.KEY...
-
Associate Underwriter
2 weeks ago
Mississauga, Ontario, Canada Northbridge Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled Associate Underwriter to join our Commercial Insurance team at Northbridge Financial Corporation. As an Associate Underwriter, you will play a critical role in developing and implementing customized insurance solutions for our commercial clients.Key ResponsibilitiesCommercial Underwriting: Conduct thorough risk...
-
Associate Underwriter
3 weeks ago
Mississauga, Ontario, Canada Northbridge Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled Associate Underwriter to join our Commercial Insurance team at Northbridge Financial Corporation. As an Associate Underwriter, you will play a critical role in developing and implementing customized insurance solutions for our commercial clients.Key ResponsibilitiesCommercial Underwriting: Conduct thorough risk...
-
Associations & Sales Specialist
4 months ago
Mississauga, Canada Northbridge Financial Corporation Full timeWhat it’s like to be a Northbridge Associate and Sales Specialist You will be under the general direction of the National Association Manager. This role provides senior support in the delivery and service excellence of the associations team goals and objectives. In addition, you will be supporting to sales and corporate development. We want your...
-
Associate Financial Services Specialist
4 months ago
Mississauga, Canada CIBC Full timeWe’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...
-
Associate Financial Services Specialist
4 months ago
Mississauga, Canada CIBC Full timeWe’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...
-
Financial Accountant
2 weeks ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeping Specialist. In this role, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial...
-
Financial Accountant
2 weeks ago
Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. as a Bookkeeping Specialist. In this role, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial...
-
Sales and Association Coordinator
1 month ago
Mississauga, Ontario, Canada Northbridge Financial Corporation Full timeBecome a key member of our Northbridge Financial Corporation team as an Associate and Sales SpecialistIn collaboration with the National Association Manager, you will be instrumental in advancing the objectives of our associations division. Your duties will encompass crafting presentations, organizing meetings, interpreting data, maintaining records, and...
-
Associated Financial Advisor
3 weeks ago
Mississauga, Canada Financial Services and Advisory Full timeSummaryWe are seeking an eager, strategic finance enthusiast to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk...
-
Associated Financial Advisor
3 weeks ago
Mississauga, Canada Financial Services and Advisory Full timeSummaryWe are seeking an eager, strategic finance enthusiast to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk...
-
Associated Financial Advisor
3 weeks ago
Mississauga, Canada Financial Services and Advisory Full timeSummaryWe are seeking an eager, strategic finance enthusiast to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk...
Associate Financial Services Specialist
4 months ago
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 Erin Mills Town Centre Banking
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
