Financial Service Associate

2 months ago


Sherbrooke, 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 will be constantly on-site._

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

Sherbrooke-King&Belvedere

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Bank Compliance, Banking Operations, Communication, Digital Literacy, Financial Investment, Financial Processing, Financial Services, Guest Service, Knowledge Acquisition, Office Administration, Online Banking, Problem Solving, Teamwork



  • Sherbrooke, Canada BMO Financial Group Full time

    2959 rue King ouest Sherbrooke Quebec,J1L 1C7 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...


  • Sherbrooke, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Sherbrooke, Canada BMO Financial Group Full time

    2959 rue King ouest Sherbrooke Quebec,J1L 1C7 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 and achieve...


  • Sherbrooke, Canada BMO Financial Group Full time

    955 King Street East Sherbrooke Quebec,J1G 1E3 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 and achieve...


  • Sherbrooke, 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...


  • Sherbrooke, 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...


  • Sherbrooke, 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...


  • Sherbrooke, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Sherbrooke, Canada The Home Depot Canada Full time

    **Position Purpose**: The Lot Associate's primary responsibility is to load the orders into Customer vehicles. The position not only interacts with THD Associates, but the Customers as well. Because the Lot Associate is often the first and last Associate to interact with a Customer as they enter or leave the store, customer service plays a vital role in this...


  • Sherbrooke, Canada BMO Financial Group Full time

    2959 rue King ouest Sherbrooke Quebec,J1L 1C7 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 and achieve...


  • Sherbrooke, Canada Home Depot of Canada Inc. Full time

    Position Purpose: The Lot Associate's primary responsibility is to load the orders into Customer vehicles. The position not only interacts with THD Associates, but the Customers as well. Because the Lot Associate is often the first and last Associate to interact with a Customer as they enter or leave the store, customer service plays a vital role in this...


  • Sherbrooke, Canada The Home Depot Canada Full time

    Position Purpose: The Lot Associate's primary responsibility is to load the orders into Customer vehicles. The position not only interacts with THD Associates, but the Customers as well. Because the Lot Associate is often the first and last Associate to interact with a Customer as they enter or leave the store, customer service plays a vital role in this...


  • Sherbrooke, Canada The Home Depot Canada Full time

    Our Associates provide fast, friendly service to a diverse customer base by actively seeking out customers to assess their needs and provide assistance. Associates will greet and engage customers, advise, and recommend appropriate products, process transactions, and create a positive shopping experience for the customer. Working in our stores: Your duties...


  • Sherbrooke, Canada The Home Depot Canada Full time

    **Poste Temps Plein ( 40 heures par semaine) Contrat 90- 120 jours** Service Desk associates are responsible for following through on all Customer Order Management (COM) orders from beginning to end and until the customer is satisfied including but not limited to special order, install and website orders. **Position Responsibilities** - Ensure customers...


  • Sherbrooke, Canada BMO Financial Group Full time

    955 King Street East Sherbrooke Quebec,J1G 1E3 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 and achieve...


  • Sherbrooke, Canada The Home Depot Canada Full time

    Poste Temps Plein ( 40 heures par semaine) Contrat 90- 120 joursService Desk associates are responsible for following through on all Customer Order Management (COM) orders from beginning to end and until the customer is satisfied including but not limited to special order, install and website orders. Position ResponsibilitiesEnsure customers receive...


  • Sherbrooke, Canada BMO Financial Group Full time

    2959 rue King ouest Sherbrooke Quebec,J1L 1C7 As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO...


  • Sherbrooke, Canada TD Bank Full time

    401658BR **Description d'emploi (TD Description)** Soyez au fait et demeurez compétitif. Bâtissez votre carrière. Évoluez avec nous. Voici notre histoire : emplois.td.coM/Francais. **Apercu du service** À TD Canada Trust, nous sommes le personnel de première ligne de la TD. Nous nous efforçons de bâtir des liens solides et approfondis avec nos...


  • Sherbrooke, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...


  • Sherbrooke, 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...