Financial Services Associate

7 months ago

Burnaby, 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

**Job Description**:
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. 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 - 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, booking appointments, and maintaining 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. 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. You listen to and learn 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 that teamwork can transform a good idea into a great one. You know 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. You have a strong sense of curiosity.
- 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 health benefits program, defined benefit pension plan, an employee share purchase plan 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.

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Burnaby-Kingsway and McKercher

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Bank Compliance, Digital Literacy, Financial Services, Online Banking, Transaction Processing

  • Financial Services Associate 1

    7 months ago

    Burnaby, Canada BlueShore Financial Full time

    **Financial Services Associate 1** This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge than previously required. Times have changed and so has...

  • Financial Advisor

    7 months ago

    Burnaby, Canada BlueShore Financial Full time

    **Financial Advisor - Burnaby Branch** Delivering senior advisory services in our Financial Spa in Burnaby, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with...

  • Financial Advisor Associate

    7 months ago

    Burnaby, Canada Sun Life Financial Full time

    Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

  • Senior Financial Services Consultant

    2 weeks ago

    Burnaby, British Columbia, Canada BMO Financial Full time

    BMO Financial is seeking a highly skilled Senior Financial Services Consultant to join our team. In this role, you will play a key part in helping our customers achieve their financial goals by providing expert advice and guidance on investment and financial planning strategies.With a strong background in finance and a passion for delivering exceptional...

  • Financial Services Associate

    7 months ago

    Burnaby, 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...

  • Financial Services Associate

    7 months ago

    Burnaby, 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...

  • Financial Services Associate

    7 months ago

    Burnaby, 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...

  • Financial Advisor Associate

    4 weeks ago

    Burnaby, Canada Levels Financial Solutions Inc. Full time

    Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

  • Financial Advisor Associate

    2 months ago

    Burnaby, Canada Levels Financial Solutions Inc. Full time

    Position Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...

  • Financial Services Administrator

    2 days ago

    Burnaby, Canada MGM Financial Group Full time

    We are looking to grow our team and are seeking a full or part-time Financial Services administrator to work closely with our Financial Service Group. We are looking for a client‐focused administrative professional who would like to contribute to our success by providing support and administrative duties as well as enhance our overall client experience....

  • Life Insurance Associate Specialist

    1 month ago

    Burnaby, British Columbia, Canada Raymond James Financial Full time

    Raymond James Financial is a leading financial services company seeking a Life Insurance Associate to join our team. This role plays a vital part in facilitating the underwriting process for life insurance applications submitted by financial advisors/agents.Key Responsibilities:Initial review of submitted life insurance applicationsValidation of agent...

  • Financial Services Associate

    5 months ago

    Burnaby, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD.** **Position**: Financial Services Associate **Status**:Sales Full-Time **Dealership**:OpenRoad Honda Burnaby **Department**:Sales We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and...

  • Financial Services Associate

    7 months ago

    Burnaby, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD.** **Position**: Financial Services Associate **Status**: Full-Time **Dealership**: OpenRoad Audi Boundary **Department**:Sales - Business Office We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail...

  • Associate, Insurance

    3 days ago

    Burnaby, Canada Raymond James Financial Full time

    **Essential Duties and Responsibilities**: - Validate agent licensing and appointment for business submitted - Follow up on account transfer requests - Record account updates in agency management system - Process various policy service requests - Provide timely and effective customer service; - Provide instruction to financial advisors/agents on completing...

  • Financial Services Associate

    6 months ago

    Burnaby, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD.** **Position**: Financial Services Associate **Status**: Full-Time **Dealership**: OpenRoad Audi Boundary **Department**:Sales - Business Office We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail...

  • Associate Account Manager

    8 months ago

    Burnaby, Canada TFG Financial Corporation Full time

    **Results, recognition and rewards** TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in Canada. Our mission and purpose...

  • Associate Account Manager

    7 months ago

    Burnaby, Canada TFG Financial Corporation Full time

    **Your Talent, Your Terms | Results, Recognition and Rewards** **Looking to start your career in equipment finance and/or sales?** TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of...

  • Senior Financial Advisor

    6 hours ago

    Burnaby, British Columbia, Canada BMO Financial Full time

    Transform your career with a challenging and rewarding role as a Senior Financial Advisor at BMO Financial Group. This exciting opportunity is ideal for individuals who are passionate about helping clients achieve their financial goals and thrive in a dynamic environment.BMO Financial Group is committed to empowering our customers, employees, and communities...

  • Financial Services Specialist

    4 weeks ago

    Burnaby, British Columbia, Canada TruStone Financial Inc. Full time

    About TruStone Financial Inc.TruStone Financial Inc. is a leading provider of innovative financial solutions. We are committed to creating a diverse, equitable, and inclusive workplace where our employees can thrive.

  • Financial Services Contract Specialist

    4 weeks ago

    Burnaby, British Columbia, Canada TruStone Financial Inc. Full time

    Job OverviewWe are seeking a highly skilled Contract/Policy Specialist to join our team at TruStone Financial Inc.This role provides optimal support to advisors with all their day-to-day contracting needs, working to build and maintain quality support for our advisors.