Financial Services Associate

2 weeks ago


Surrey, 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 - 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 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

Surrey-King George Hwy&102 Ave

Employment Type

Regular

Weekly Hours

28

**Skills**:
Bank Compliance, Digital Literacy, Financial Services, Online Banking, Transaction Processing



  • Surrey, 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...


  • Surrey, 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...


  • Surrey, 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...


  • Surrey, 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...


  • Surrey, 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...


  • Surrey, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$101,774 to $121,536 annually** - SFU Department Descr: **Surrey Campus IT Services** - Position Grade: **14** - # of openings: **1** - Biweekly Hours: **72** **About the Role** The Associate Director, Client Services provides operational, technical, strategic, financial and...


  • Surrey, Canada Progressive Intercultural Community Services Society Full time

    **Job Title**: Administrative and Financial Assistant **Hours of Work**:35 hours per week **Reports to**:Program Manager **Location**:PICS Head Office (Surrey, BC) **Wage**: $22 -$24 **Job Summary**: The Progressive Intercultural Community Services Society (PICS)’s Foreign Credential Recognition Loans Project (FCR) has been specifically designed to...


  • Surrey, Canada Rajni Sharma Financial Services Full time

    **Role Summary** We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...


  • Surrey, Canada BMO Financial Group Full time

    135 15850 26th Avenue Surrey British Columbia,V3Z 2N6 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...

  • Office Assistant

    7 days ago


    Surrey, Canada Reliance Financial Full time

    **About Us** Reliance Financial helps businesses in a variety of industries with our traditional & alternative finance solutions. Our suite of products includes equipment loans, leases, working capital, mortgages & construction financing. **Your Role** Along with running the day to day office activities we are looking for someone who likes increasing...


  • Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 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...


  • Surrey, Canada Rajni Sharma Financial Services Full time

    Role Summary We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...

  • financial manager

    6 days ago


    Surrey, Canada Maple Quality Professional Services Inc. Full time

    Education: Expérience: EducationBachelor's degreeTasksPlan and control budget and expendituresDesign and manage investment strategiesMonitor financial control systemsManage contractsOversee the collection and analysis of financial dataOversee the preparation of reportsProvide customer serviceKeep financial records and establish, maintain and balance various...

  • financial manager

    6 days ago


    Surrey, Canada Maple Quality Professional Services Inc. Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 yearsTasksPlan and control budget and expendituresDesign and manage investment strategiesMonitor financial control systemsManage contractsOversee the collection and analysis of financial dataOversee the preparation of reportsProvide customer serviceKeep financial records and establish, maintain...


  • Surrey, Canada Cambridge Immigration Solutions Inc Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...


  • Surrey, Canada KRAFT MORTGAGES CANADA INC Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksEstablish financial and administrative controlsAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization...


  • Surrey, Canada Cambridge Immigration Solutions Inc Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...


  • Surrey, Canada BMO Financial Group Full time

    5711 176-A Street Surrey British Columbia,V3S 6S6 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit card strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures....


  • Surrey, Canada KRAFT MORTGAGES CANADA INC Full time

    Education: Expérience: EducationBachelor's degreeTasksEstablish financial and administrative controlsAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or...


  • Surrey, Canada Progressive Intercultural Community Services Society Full time

    **Job Title**: Career and Financial Counselor **Project**: Foreign Credential Recognition (FCR) Loans Program for Skilled Newcomers **Term**: Full time, Temporary (End date - December 31st 2024) **Hours of Work**: 35 hours per week **Reports to**: Manager **Wage**: $26 - $28 **Job Summary**: The Progressive Intercultural Community Services Society...