Financial Services Associate

1 day ago

PointeClaire, 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 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.

Please note this is a part time role of 18.75 hrs per week.
- 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 - Preparing 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

6341 TRANSCANADIENNE

Employment Type

Regular

Weekly Hours

18.75

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge

  • Financial Services Associate

    4 hours ago

    Pointe-Claire, 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...

  • Personal Banking Associate

    5 hours ago

    Pointe-Claire, Canada BMO Financial Group Full time

    6500 Trans-Canada Hwy, #130 Pointe-Claire Quebec,H9R 0A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Personal Banking Associate

    1 day ago

    Pointe-Claire, Canada BMO Financial Group Full time

    6702 Transcanadienne, B-001 Pointe-Claire Quebec,H9R 1C4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Personal Banking Associate

    5 days ago

    Pointe-Claire, Canada BMO Financial Group Full time

    Address: 6702 Transcanadienne, B-001 Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the...

  • Financial Services Representative

    4 days ago

    Pointe-Claire, 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 Representative

    1 day ago

    Pointe-Claire, 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...

  • Telephone Sales Associate

    2 days ago

    Pointe-Claire, Canada Raymond James Full time

    Looking for an EXPERIENCED and MATURE Telephone Sales Associate in the West Island to represent one of Canada’s largest independent financial services companies. Your role will be to cold call and book free one on one meetings with individuals and business owners in the Montreal area to meet with one of our senior financial advisors for a free no...

  • Customer Service Representative

    7 days ago

    Pointe-Claire, Canada BMO Financial Group Full time

    6500 Trans-Canada Hwy, #130 Pointe-Claire Quebec,H9R 0A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Associé en Services Financiers

    4 hours ago

    Pointe-Claire, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Personal Banking Associate

    4 hours ago

    Pointe-Claire, Canada TD Bank Full time

    **Personal Banking Associate**: - 423646BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 201 Hymus Boulevard **Employment Type** - Regular **City** - Pointe Claire **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Spécialiste Principal en Services Financiers

    4 hours ago

    Pointe-Claire, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Représentant en Services Financiers

    4 days ago

    Pointe-Claire, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Représentant en Services Financiers

    1 day ago

    Pointe-Claire, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Chief Operating Officer

    3 days ago

    Pointe-Claire, Canada Mindsec Security Inc Full time

    Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Bachelor's degree - Experience: 5 years or more **Asset languages**: - Hebrew **Work setting**: - Business services - Finance - International affairs **Budgetary responsibility**: - $8,000,001 + **Tasks**: - Allocate material, human and financial resources to implement...

  • Information Systems Vice-president

    3 days ago

    Pointe-Claire, Canada Mindsec Security Inc Full time

    Education: Bachelor's degree - Experience: 5 years or more **Asset languages**: - Hebrew **Work setting**: - Research and consulting firm **Budgetary responsibility**: - $8,000,001 + **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major...

  • Merchandising Service Associate

    3 days ago

    Pointe-Claire, Canada Réno-Dépôt Full time

    At Lowe’s Canada, over 26,000 employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve. We operate or service some 450 corporate and affiliated dealer stores. With a distinctive product and service offering and...

  • Agent(E) Aux Services Financiers étudiant

    1 week ago

    Pointe-Claire, Canada Collège CDI Full time

    **À propos** Le Planificateur du financement étudiant, qui travaille sous supervision générale, effectue les entrevues en lien avec le financement étudiant, prodigue des conseils en lien avec les options de financement, complète le processus d’admission et assure le service à la clientèle. De plus, le Planificateur du financement étudiant...

  • Jr. Operations Associate

    5 days ago

    Pointe-Claire, Canada RentAll Construction Inc. Full time

    **JR. OPERATIONS ASSOCIATE** We're a fast-paced, growth-focused startup looking for passionate go-getters to join our team! As an Operations Associate, you'll be responsible for managing suppliers relationship and ensuring customer success. You'll be working closely with other members of the operations team, as well as the sales teams **Pros!** - Being...

  • Associé en Services Financiers

    1 day ago

    Pointe-Claire, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Analyste financier

    2 days ago

    Pointe-Claire, QC, Canada Quantum Management Services Ltd. Full time €95,000 - €125,000

    Nous sommes présentement à la recherche d'un analyste principal des rapports financiers pour se joindre à une entreprise internationale au sein de l'équipe de la comptabilité d'entreprise située à Pointe-Claire. Préparer les dossiers d'audit - Préparer l'analyse mensuelle de la rémunération - Excellents avantages sociaux et régime de...