Financial Services Associate
5 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’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
Whitby-308 Taunton Rd.E,Unit 1
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Analytical Thinking, Business Growth, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Services, Post-Sales Support, Product Knowledge
-
Financial Record Associate
2 weeks ago
Whitby, Canada THE CASH HUT CORPORATION Full timeFinancial Record AssociateJob DescriptionAs a Financial Record Associate at THE CASH HUT CORPORATION, you will be responsible for maintaining accurate and up-to-date financial records.Key tasks include calculating fixed assets and depreciation, keeping financial records, and establishing and balancing various accounts using manual and computerized...
-
Financial Services Associate
2 months ago
Whitby, 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...
-
Personal Banking Associate
1 week ago
Whitby, Canada BMO Full timeJob OverviewWe are seeking a highly motivated Personal Banking Associate to join our team. As a key member of our branch, you will play a vital role in delivering exceptional customer service and driving financial growth.
-
Financial Services Manager
6 months ago
Whitby, Canada Whitby Subaru Full timeDo you want to be a part of our top performing team? **Whitby Subaru, a division of WEINS Auto Group, is #1 Certified Pre-Owned Dealer in Canada 2 years in a row, and ranked in the top 5 in Canada for new and pre-owned warranty sales!** Longstanding and committed to serving the Whitby area for over 40 years, Whitby Subaru has grown with the support of the...
-
Personal Banking Associate
6 months ago
Whitby, Canada BMO Financial Group Full time5530 Baldwin Street South Whitby Ontario,L1M 2J7 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 Associate
4 months ago
Whitby, Canada Savers Value Village Full timeDescription Job Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...
-
Customer Service Associate
6 months ago
Whitby, Canada Savers Full timeDescription Position at Value Village Job Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply...
-
Personal Banking Associate
5 months ago
Whitby, Canada BMO Financial Group Full time5530 Baldwin Street South Whitby Ontario,L1M 2J7 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
3 weeks ago
Whitby, Canada BMO Financial Group Full time5530 Baldwin Street South Whitby Ontario,L1M 2J7 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
2 months ago
Whitby, Canada BMO Financial Group Full time1615 Dundas Street East Whitby Ontario,L1N 2L1 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
5 months ago
Whitby, Canada BMO Financial Group Full time3960 Brock Street North Whitby Ontario,L1R 3E1 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
5 months ago
Whitby, Canada BMO Financial Group Full time1615 Dundas Street East Whitby Ontario,L1N 2L1 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...
-
Financial Services Manager
4 weeks ago
Whitby, Canada THE CASH HUT CORPORATION Full timeJob Summary: We are seeking a highly skilled Financial Services Manager to join our team at THE CASH HUT. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and reviewing credit and loan files.Key Responsibilities:Approve or reject loan...
-
Financial Services Manager
4 weeks ago
Whitby, Canada THE CASH HUT CORPORATION Full timeJob SummaryWe are seeking a highly skilled Financial Services Manager to join our team at THE CASH HUT CORPORATION. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key ResponsibilitiesApprove or...
-
Financial Services Manager
4 weeks ago
Whitby, Canada THE CASH HUT CORPORATION Full timeJob Summary: We are seeking a highly skilled Financial Sales and Service Supervisor to join our team at THE CASH HUT CORPORATION. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key...
-
Financial Services Manager
4 weeks ago
Whitby, Canada THE CASH HUT CORPORATION Full timeThe Cash Hut Corporation is seeking a skilled Financial Services Manager to oversee the approval and rejection of loan applications, assist clients in achieving their financial goals, and maintain accurate credit and loan files.Key Responsibilities:Approve or reject loan applications based on client creditworthiness and financial situationAssist clients in...
-
Personal Banking Associate
6 months ago
Whitby, Canada BMO Financial Group Full time5530 Baldwin Street South Whitby Ontario,L1M 2J7 IFIC or CSC must be completed 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...
-
Financial Services Manager
4 weeks ago
Whitby, Canada THE CASH HUT Full timeJob SummaryThe Cash Hut is seeking a skilled Financial Services Manager to join our team. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities- Approve or reject loan applications-...
-
Financial Services Specialist
4 weeks ago
Whitby, Canada CANADA INC. Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Representative to join our team at CANADA INC. The ideal candidate will have a strong educational background and relevant work experience in the financial services industry.Key ResponsibilitiesProvide exceptional customer service to clients and stakeholdersAssist with...
-
Customer Service Representative
5 months ago
Whitby, Canada BMO Financial Group Full time1615 Dundas Street East Whitby Ontario,L1N 2L1 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...