Financial Services Associate
1 week 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 Imperial Service 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
Kingston-117 Bath Rd
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
-
Financial Representative
1 week ago
Kingston, Canada FaithLife Financial Full timeLocation: Ontario Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...
-
Financial Consultant
7 days ago
Kingston, Canada MD Financial Management Full timeRequisition ID: 182734 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant - Early Career Segment to join our team. Reporting to the Regional...
-
Associate University Registrar, Financial Aid
2 weeks ago
Kingston, Canada Queen's University Full timeAssociate University Registrar, Financial Aid About Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration,...
-
Financial Services Specialist
6 days ago
Kingston, Ontario, Canada Bank of Montreal Full timeCareer Opportunity in Wealth ManagementWe are seeking a highly skilled Investment Associate to join our team. As a key member of our wealth management group, you will be responsible for assessing individual client investment needs and developing customized investment strategies to help them achieve their financial goals. This requires a deep understanding of...
-
Associate University Registrar, Financial Aid
2 weeks ago
Kingston, Canada Queen's University Full timeAbout Queen's University Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics & recreation,...
-
Associate Financial Analyst
1 week ago
Kingston, Canada THE EMPIRE LIFE INS. CO Full time**Associate Finance Analyst** **Responsibilities** The Associate Finance Analyst is part of a team assigned the following responsibilities: - Complete daily production and cheque balancing, resolving routine issues and escalating complex issues for management’s attention - Compile data from various sources and accurately record activity in the...
-
Financial Planner
5 days ago
Kingston, Ontario, Canada BMO Financial Full timeApplication Deadline: 04/04/2025 Address: 945 Gardiners Rd Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....
-
Financial planner
7 days ago
Kingston, Canada BMO Financial Full timeApplication Deadline: 04/04/2025 Address: 945 Gardiners Rd Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....
-
Financial Planner
3 weeks ago
Kingston, Canada BMO Financial Full timeApplication Deadline: 04/04/2025 Address: 945 Gardiners Rd Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more....
-
Financial Service Representative
2 weeks ago
Kingston, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Financial Service Representative
5 days ago
Kingston, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Investment Associate, Private Wealth
2 weeks ago
Kingston, Canada BMO Financial Group Full time42 Bath Rd Kingston Ontario,K7L 1H5 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client...
-
Client Service Associate
4 weeks ago
Kingston, Ontario, Canada Stifel Full timeWhy StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let's talk about how you can find your place here at Stifel,where success meets success.What You'll Be DoingClient Services...
-
Client Service Associate
14 hours ago
Kingston, Ontario, Canada Stifel Full timeWhy StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let's talk about how you can find your place here at Stifel,where success meets success.What You'll Be DoingClient Services...
-
Financial Planner
3 weeks ago
Kingston, Canada BMO Financial Group Full timeApplication Deadline: 04/04/2025Address: 945 Gardiners RdJob Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more....
-
Client Service Associate
4 weeks ago
Kingston, Canada Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel,where success meets success. What You'll Be Doing Client...
-
Financial Services Professional
10 hours ago
Kingston, Ontario, Canada Bank of Montreal Full timeJob DescriptionAs an Investment Associate at the Bank of Montreal, you will play a key role in helping clients achieve their financial goals. This is an exciting opportunity for a motivated individual who is passionate about wealth management and dedicated to delivering exceptional client experiences.About the RoleYou will work closely with internal partners...
-
Customer Experience Associate
3 weeks ago
Kingston, Canada Scotiabank Full timeRequisition ID: 197408 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...
-
Financial Planner
4 weeks ago
Kingston, Canada BMO Financial Group Full timeDate limite pour présenter sa candidature : 04/04/2025Adresse : 945 Gardiners RdGroupe de famille d'emploi : Ventes et service, Services bancaires aux particuliersJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO®...
-
Client Service Associate
4 weeks ago
Kingston, Canada Stifel Full timeWhy StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let’s talk about how you can find your place here at Stifel,where success meets success.What You'll Be DoingClient Services...
