Financial Services Associate
2 months ago
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 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 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 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
Markham-Kennedy At Denison
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Analytical Thinking, Business Growth, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Services, Post-Sales Support, Product Knowledge
-
Personal Financial Services Associate
5 days ago
Markham, Canada ALTI Financial Inc. Full timeEducation: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Forward irreconcilable accounts for collector...
-
Financial Services Associate
2 months ago
Markham, 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 Services Associate
2 weeks ago
Markham, 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 Services Associate
5 days ago
Markham, 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 Advisor
7 days ago
Markham, Canada Daumier Financial Services Inc. Full timeAre you seeking an opportunity to join a dynamic company, where your success is not only valued but actively nurtured? At Daumier Financial Services, we're on an exciting trajectory, and we're inviting you to be a part of this journey as an advisor. With our comprehensive support and resources, you'll have the tools you need to thrive in your role and...
-
Associate Financial Services Specialist/associate
2 months ago
Markham, 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/ Associate
2 months ago
Markham, 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...
-
Markham, 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 Advisor
2 months ago
Markham, Canada 3 T Financial Services Inc. Full timeJob description 3 T Financial Services Inc. is a brokerage that provides multiple types of financial services to our clients. With more than 20 years of experience and exceptional product and market knowledge, we help our clients create a financial plan combining multiple products (Insurance, Investment Funds*, Annuity, etc.) that cover all areas and stages...
-
Client Services Specialist
4 days ago
Markham, Canada Andreoli Financial Services Inc. Full time**Company: Andreoli Financial Services inc.** **Job Title: Client Service Specialist** **About Us**: **Andreoli Financial Services Inc.** is a small family owned multi-generational business that has extensive expertise in the financial services industry, specializing in financial planning, retirement savings, and estate planning advice for individuals and,...
-
Markham, Canada Land Services Group LTD Full timeCFO (chief financial officer) - financial, communications and other business services Verified Salary 60.00 to 70.00 hourly (To be negotiated) / 40 to 44 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Benefits:Financial benefits, Other benefits Verified Source Job Bank ...
-
Markham, Canada Land Services Group LTD Full timeCFO (chief financial officer) - financial, communications and other business services Verified Salary 60.00 to 70.00 hourly (To be negotiated) / 40 to 44 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Benefits:Financial benefits, Other benefits Verified Source Job Bank ...
-
Markham, Canada Land Services Group LTD Full timeCFO (chief financial officer) - financial, communications and other business services Verified Salary 60.00 to 70.00 hourly (To be negotiated) / 40 to 44 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Benefits:Financial benefits, Other benefits Verified Source Job Bank #2922434...
-
Markham, Canada Land Services Group LTD Full timeCFO (chief financial officer) - financial, communications and other business services Verified Salary 60.00 to 70.00 hourly (To be negotiated) / 40 to 44 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Benefits:Financial benefits, Other benefits Verified Source Job Bank #2922434...
-
Markham, Canada Land Services Group LTD Full timeCFO (chief financial officer) - financial, communications and other business services Verified Salary 60.00 to 70.00 hourly (To be negotiated) / 40 to 44 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Benefits:Financial benefits, Other benefits Verified Source Job Bank #2922434...
-
Markham, Canada Land Services Group LTD Full timeCFO (chief financial officer) - financial, communications and other business services Verified Salary 60.00 to 70.00 hourly (To be negotiated) / 40 to 44 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Benefits:Financial benefits, Other benefits Verified Source Job Bank #2922434...
-
Markham, Canada Land Services Group LTD Full timeCFO (chief financial officer) - financial, communications and other business services Verified Salary 60.00 to 70.00 hourly (To be negotiated) / 40 to 44 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Benefits:Financial benefits, Other benefits Verified Source Job Bank #2922434...
-
Financial Planning Assistant
2 months ago
Markham, Canada E.E.S. FINANCIAL SERVICES LTD. Full time**Job Summary** Salary is commensurate with experience. A full benefits package available **Job Type / Category** This is a full-time position in our Markham offices. **Salary**: $37,326.00-$52,253.00 per year **Benefits**: - Casual dress - Dental care - Extended health care - Life insurance - On-site parking - Vision care Schedule: - 8 hour...
-
Markham, Canada Land Services Group LTD Full timeEducation: College/CEGEPExperience: 5 years or moreWork settingFinanceReal estateTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies...
-
Markham, Canada Land Services Group LTD Full timeEducation: Expérience: EducationCollege/CEGEPWork settingFinanceReal estateTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...
