Financial Services Associate
4 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 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 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
Mont-1155 Rene Levesque O
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Growth, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
-
Associate, Banking
1 day ago
Montréal, QC, Canada Lépine Talent Inc. Full timeBusiness Law Associate ― Banking and Financial Services (3-5 years) Our client, a global law firm, is currently seeking an associate to join its Business Law Group in Montreal, servicing a wide range of clients from startups to multinationals. The team’s scope of work is broad (including mergers and acquisitions, private equity, equity capital...
-
Associate Financial Consultant, Md Wealth
1 month ago
Montréal, QC, Canada MD Financial Management Full timeRequisition ID: 209005 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...
-
Associate Financial Consultant
7 months ago
Montréal, Canada MD Financial Management Full timeRequisition ID: 199505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant - Digital Channels to join our team. Reporting to the...
-
Associate Corporate Card Services
4 months ago
Montréal, QC, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Full time: 37.5 hours per week. **Location**: Remote/WFH and/or 129 St. Jacques W., Montreal. The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries...
-
Associate Corporate Card Services, Bilingual
4 months ago
Montréal, QC, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language requirements for the role**:Strong verbal and written languages skills in both French and English **Permanent position, 37.5h per week** The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate...
-
Associate Claims Adjuster
3 months ago
Montréal, QC, Canada Northbridge Financial Corporation Full time**What it’s like to be a Northbridge Associate Claims Adjuster?** Our Associate Claims Adjusters work hard to provide support to our clients. They are responsible for providing efficient and prompt investigation, while full handling the claim from start to finish. Our Associate Claims Adjusters are not on a phone queue, which allows them to fully utilize...
-
Everyday Banking or Card Services Associate
2 months ago
Montréal, QC, Canada BMO Financial Group Full timeVIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0 - **Work from home**: - ** Language Requirements for role**:Strong verbal and written language skills in both French and English - ** Full time position - Associates are scheduled for 37.5 hours per week.** This position operates between the hours of **6:30AM and 12:00AM**, 7 days a week....
-
Montréal, QC, Canada Lépine Talent Inc. Full timeBusiness Law Associate ― Banking and Financial Services (3-5 years) Responsabilities Our client, a global law firm, is currently seeking an associate to join its Business Law Group in Montreal, servicing a wide range of clients from startups to multinationals. The team’s scope of work is broad (including mergers and acquisitions, private equity,...
-
Associate Wealth Advisor/ Conseiller Associé en
4 months ago
Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time**Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...
-
Financial Associate
7 months ago
Montréal, Canada Digitive LLC Full timeWe are seeking recent university graduates to join our client’s team as **Financial Associates.** As a Financial Associate, you will work with a team of experienced professionals and receive on-the-job training to develop the necessary technical skills to succeed in your role. This position is ideal for individuals who are passionate about technology,...
-
Associate Mortgage Underwriter
4 months ago
Montréal, QC, Canada First National Financial Full timeFirst National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law. We are hiring an Associate Mortgage Underwriter! **Reporting To**: Manager, Third Party...
-
Associate Financial Advisor
4 months ago
Montréal, QC, 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
4 months ago
Montréal, QC, Canada BMO Financial Group Full time105 rue St-Jacques O Montreal Quebec,H2Y 1L6 The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial Group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit...
-
Private Wealth Associate, Bilingual
7 months ago
Montréal, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Private Wealth Associate, Bilingual Location: Montreal,...
-
Bilingual Financial Services Representative
11 hours ago
Montréal, Canada CI Financial Full time**ABOUT US** CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group...
-
Sales Associate
11 hours ago
Montréal, Canada CI Financial Full time**ABOUT US** CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group...
-
Bilingual Associate, Institutional Sales
4 months ago
Montréal, QC, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Strengthens the firm's relationships with existing accounts, and drives continuous service improvements with the ultimate focus on business retention. Includes institutional third party relationship management and retention of these clients, and to seek out opportunities to grow these relationships...
-
Associate Underwriter, Transport and Logistics
7 months ago
Montréal, Canada Northbridge Financial Corporation Full time**What it’s like being a Northbridge Associate Underwriter** Northbridge Insurance Associate Underwriters customize solutions for our commercial clients when they need insurance products to cover our transport and logistics risks. They work closely with our extensive broker network to develop unique solutions for all classes of risk. The Associate...
-
Equity Research Associate
7 months ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeAre you interested in working for an established and growing Canadian company in our Montreal office? Do you want to join a dynamic team where you will have the opportunity to collaborate with cross-functional areas to develop professionally? iA Capital Markets (iACM) is a brokerage firm which offers equities, bonds and pooled investment funds to...
-
Financial Service Representative
7 months ago
Montréal, Canada OTT Financial Group Full timeOTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are...