Financial Service Associate

5 months ago

Sherbrooke, 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 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 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

Sherbrooke-King&Belvedere

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Bank Compliance, Banking Operations, Communication, Digital Literacy, Financial Investment, Financial Processing, Financial Services, Guest Service, Knowledge Acquisition, Office Administration, Online Banking, Problem Solving, Teamwork

  • Financial Services Associate

    4 weeks ago

    Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join their advisory team as a Financial Services Associate.Key Responsibilities:Provide exceptional client service by responding to inquiries and resolving issues in a timely and professional manner.Support Investment Advisors in general administrative...

  • Financial Services Associate

    3 weeks ago

    Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityRBC Dominion Securities Inc. is seeking an exceptional candidate to join our advisory team as an Associate. The selected individual will be responsible for providing exceptional service to clients, advisors, and internal partners.Key ResponsibilitiesManage incoming telephone and email contacts from clients, advisors, and other...

  • Personal Banking Associate

    5 months ago

    Sherbrooke, Canada BMO Financial Group Full time

    955 King Street East Sherbrooke Quebec,J1G 1E3 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

    Sherbrooke, Canada BMO Financial Group Full time

    2959 rue King ouest Sherbrooke Quebec,J1L 1C7 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

    1 month ago

    Sherbrooke, Canada BMO Financial Group Full time

    4857 boul Bourque, #11 Sherbrooke Quebec,J1N 1E8 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...

  • Food Service Associate

    4 weeks ago

    Sherbrooke, Quebec, Canada IGA Full time

    Job SummaryWe are seeking a skilled Food Service Associate to join our team at IGA. As a Food Service Associate, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers.Key ResponsibilitiesProvide outstanding customer service at all timesAct quickly and efficiently, with a courteous and...

  • Financial Services Specialist/ Financial Advisor

    6 months ago

    Sherbrooke, 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...

  • Service Desk Associate

    5 months ago

    Sherbrooke, Canada The Home Depot Canada Full time

    **Poste Temps Plein ( 40 heures par semaine) Contrat 90- 120 jours** Service Desk associates are responsible for following through on all Customer Order Management (COM) orders from beginning to end and until the customer is satisfied including but not limited to special order, install and website orders. **Position Responsibilities** - Ensure customers...

  • Financial Services Representative

    5 days ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada> Full time

    **Role Overview**This exciting opportunity at Royal Bank of Canada is for a Financial Services Representative to provide exceptional client service and drive sales in our Sherbrooke location. As a key member of our team, you will play a crucial role in helping clients achieve their financial goals and objectives.Salary:$60,000 - $80,000 per year (estimated...

  • Hospitality Service Associate

    1 week ago

    Sherbrooke, Quebec, Canada 9146-6573 Québec inc. Full time

    We are seeking a highly motivated Hospitality Service Associate to join our team at 9146-6573 Québec inc. This role involves providing exceptional customer service and working collaboratively with our staff to ensure a positive experience for all guests.The ideal candidate will have a strong work ethic, excellent communication skills, and the ability to...

  • Asset Protection Associate

    5 months ago

    Sherbrooke, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Représentant(E) Service à La Clientèle

    5 months ago

    Sherbrooke, Canada BMO Financial Group Full time

    955 King Street East Sherbrooke Quebec,J1G 1E3 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 Consultant

    7 days ago

    Sherbrooke, Quebec, Canada Fairstone Bank Full time

    At Fairstone Financial, we're looking for a skilled Financial Services Consultant to join our team. As a key member of our team, you will play a crucial role in delivering exceptional customer service and building strong relationships with our clients.About the RoleThe successful candidate will be responsible for gathering loan information, selling our loan...

  • Financial Services Representative

    3 months ago

    Sherbrooke, 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...

  • Financial Services Agent, Clientele

    2 months ago

    Sherbrooke, Canada Desjardins Full time

    As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...

  • Asset Protection Associate

    5 months ago

    Sherbrooke, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Asset Protection Associate

    3 months ago

    Sherbrooke, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Full Time Customer Service Associate

    5 months ago

    Sherbrooke, Canada Leon's Full time

    Aperçu: **LOOKING FOR AN AMAZING CAREER OPPORTUNITY?** **WITH CANADA’S MOST SUCCESSFUL HOME FURNISHINGS RETAILER, THERE’S NO LIMIT TO WHERE YOU CAN GO!** Many of our most successful associates joined Leon’s in entry level positions and with hard work, determination and desire they were able to achieve a level of success beyond their imaginations....

  • Customer Service Associate

    1 month ago

    Sherbrooke, Quebec, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a Customer Service Associate - Food Counter to provide exceptional customer service at our food counter. Key responsibilities include taking customer orders, preparing food items, and maintaining a clean and organized workspace.Key Responsibilities:Taking customer orders and preparing food items to their specifications.Maintaining a clean and...

  • Business Development Associate

    4 weeks ago

    Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled Business Development Associate to join its advisory team. This role involves providing exceptional client service, administrative support, and contributing to the growth of the business.Key Responsibilities:Provide professional servicing of client contacts, including telephone and email...