Financial Services Associate

6 months ago

Milton, 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

Milton-1005 Maple Ave, Bldg Q

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Banking, Customer Service, Financial Services

  • Financial Services Team Lead

    2 weeks ago

    Milton, Ontario, Canada Momentum Financial Services Group Full time

    We are seeking a highly motivated and experienced Financial Services Team Lead to join our team at Momentum Financial Services Group. As a key member of our sales leadership team, you will play a crucial role in driving store profitability by leading and developing a team of Financial Sales Representatives.About the RoleEstimated Salary: $55,000 - $65,000...

  • Customer Service Representative

    4 months ago

    Milton, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Customer Service Representative

    6 months ago

    Milton, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Customer Service Representative

    6 months ago

    Milton, Canada Alpha Financial Services. Full time

    This is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...

  • Personal Banking Associate

    7 months ago

    Milton, Canada BMO Financial Group Full time

    1075 Bronte Street South Milton Ontario,L9T 8X3 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...

  • Personal Banking Associate

    3 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario Street South Milton Ontario,L9T 2M3 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...

  • Personal Banking Associate

    6 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario St S, Units B15,16 Milton Ontario,L9T 2M3 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...

  • Personal Banking Associate

    6 months ago

    Milton, Canada BMO Financial Group Full time

    9040 Louis St Laurent Avenue Milton Ontario,L9E 1X7 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...

  • Personal Banking Associate

    6 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario St S, Units B15,16 Milton Ontario,L9T 2M3 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...

  • Store Profitability Leader

    7 days ago

    Milton, Ontario, Canada Momentum Financial Services Group Full time

    Embark on a rewarding career as a Store Profitability Leader at Momentum Financial Services Group!About UsWe are a leading financial services provider in North America, dedicated to helping customers achieve their financial goals. With over 400 retail locations and a presence in local communities across Canada under the Money Mart brand and in Quebec as...

  • Business Development Team Lead

    7 days ago

    Milton, Ontario, Canada Momentum Financial Services Group Full time

    About the RoleWe are seeking a highly motivated and experienced Business Development Team Lead to join our retail team. As a key member of our leadership team, you will be responsible for driving store profitability by leading and developing a team of Financial Sales Representatives.The ideal candidate will have a passion for sales and possess strong...

  • Apprentice Branch Manager

    2 months ago

    Milton, Canada Momentum Financial Services Group Full time

    p>Do you have a passion for sales and possess strong leadership skills?As a Branch Manager you will drive store profitability by leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers’ financial goals.Market competitive hourly pay ratesEarn a percentage of the store’s profits...

  • Personal Banking Associate

    7 months ago

    Milton, Canada BMO Financial Group Full time

    9040 Louis St Laurent Avenue Milton Ontario,L9E 1X7 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...

  • Personal Banking Associate

    6 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario St S, Units B15,16 Milton Ontario,L9T 2M3 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...

  • Financial Services Specialist

    2 weeks ago

    Milton, Canada Stride Full time

    **The Organization**:Stride Employment Services is a specialized mental health and addiction agency serving Halton, Peel and surrounding areas. We provide a comprehensive range of employment support options, which are responsive to individual needs. - Stride offers flexible work hours with a focus on work-life balance - Stride offers continuous training and...

  • Food Service Associate

    2 months ago

    Milton, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a Food Service Associate to take customer orders, prepare food items, and provide excellent customer service at our food counter.Key Responsibilities:Take customer orders efficiently and accurately.Prepare food items according to customer preferences.Maintain a clean and organized food counter area.Handle cash and card payments...

  • Financial Services Specialist

    4 weeks ago

    Milton, Ontario, Canada COLD IRON TRUCK CENTER INC. Full time

    About the RoleWe are seeking a skilled Financial Services Specialist to join our team at COLD IRON TRUCK CENTER INC.This is a permanent full-time position with a salary range of $45,000 - $60,000 per year, depending on experience.Job DescriptionAs a Financial Services Specialist, you will be responsible for approving or rejecting loan applications, assisting...

  • Customer Service Representative

    6 months ago

    Milton, Canada BMO Financial Group Full time

    1075 Bronte Street South Milton Ontario,L9T 8X3 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...

  • Customer Service Representative

    6 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario St S, Units B15,16 Milton Ontario,L9T 2M3 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...

  • Customer Service Representative

    3 months ago

    Milton, Canada BMO Financial Group Full time

    55 Ontario Street South Milton Ontario,L9T 2M3 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...