Associate Financial Services Specialist/ Associate
3 weeks 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
**Job Description**:
- What you’ll be doing
- As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Services Specialist, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.-
- Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.-
- Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.- 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.-
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.-
- 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 love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.-
- You can demonstrate 2 - 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.-
- You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).-
- You’re a certified professional (Ontario). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.-
- 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 developmentWhat you need to knowYou need to be legally eligible to work at the location(s) specified abov
-
Markham, 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...
-
Financial Services Associate
2 days ago
Markham, 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 Financial Advisor
5 days ago
Markham, 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 Accounts Receivable
1 week ago
Markham, Canada First Student Shared Services Full timeFirst for a reason First Student is the largest school transportation provider in North America with more than a century of experience providing safe and reliable transportation. We work with 1,250 school districts in 39 states and 8 Canadian provinces carrying approximately five million students in 21,000 schools daily. About the Position Accounts...
-
Personal Banking Associate
2 days ago
Markham, Canada BMO Financial Group Full time900 - 5221 Hwy 7 E Markham Ontario,L3R 1N3 IFIC or CSC must be complete 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...
-
Asset Protection Associate
3 weeks ago
Markham, 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...
-
Associate Accounts Receivable
5 days ago
Markham, Canada First Canada ULC Full timeAssociate Accounts Receivable page is loaded Associate Accounts Receivable Apply locations MARKHAM, ON time type Full time posted on Posted 2 Days Ago job requisition id JR3016 First for a reasonFirst Student is the largest school transportation provider in North America with more than a century of experience providing...
-
Associate Accounts Receivable
6 days ago
Markham, Canada First Canada ULC Full timeAssociate Accounts Receivable page is loaded Associate Accounts Receivable Apply locations MARKHAM, ON time type Full time posted on Posted 2 Days Ago job requisition id JR3016 First for a reasonFirst Student is the largest school transportation provider in North America with more than a century of experience providing...
-
Associate Accounts Receivable
5 days ago
Markham, Canada First Canada ULC Full timeAssociate Accounts Receivable page is loaded Associate Accounts Receivable Apply locations MARKHAM, ON time type Full time posted on Posted 2 Days Ago job requisition id JR3016 First for a reasonFirst Student is the largest school transportation provider in North America with more than a century of experience providing...
-
Merchandising Store Associate
4 weeks ago
Markham, Ontario, Canada Walmart Canada Full timeWhat you'll do...Our merchandising associates ensure everything has been stocked and merchandised in the most attractive, easy-to-find manner, so that our customers find what they need right when they need it, with absolutely no fuss or frustration.We have many opportunities in our Merchandising team, including:Consumables AssociateCosmetics...
-
Merchandising Store Associate
3 weeks ago
Markham, Ontario, Canada Walmart Canada Full timeWhat you'll do...Our merchandising associates ensure everything has been stocked and merchandised in the most attractive, easy-to-find manner, so that our customers find what they need right when they need it, with absolutely no fuss or frustration.We have many opportunities in our Merchandising team, including:Consumables AssociateCosmetics...
-
M&A Associate
3 weeks ago
Markham, Canada Beepzz Full timeDSMA is the world’s leading Automotive dealership acquisitions firm. Our purpose is to advise clients throughout the United Sates and Canada on the purchase or sale of a dealership.DSMA started in Canada in 2012 and later opened an office in the U.S. in 2017. Since then, DSMA’s business has grown exponentially, year over year, due to the results we bring...
-
M&A Associate
3 weeks ago
Markham, Canada Beepzz Full timeDSMA is the world’s leading Automotive dealership acquisitions firm. Our purpose is to advise clients throughout the United Sates and Canada on the purchase or sale of a dealership.DSMA started in Canada in 2012 and later opened an office in the U.S. in 2017. Since then, DSMA’s business has grown exponentially, year over year, due to the results we bring...
-
M&A Associate
4 weeks ago
Markham, Canada Beepzz Full timeDSMA is the world’s leading Automotive dealership acquisitions firm. Our purpose is to advise clients throughout the United Sates and Canada on the purchase or sale of a dealership.DSMA started in Canada in 2012 and later opened an office in the U.S. in 2017. Since then, DSMA’s business has grown exponentially, year over year, due to the results we bring...
-
Sublease Associate Optometrist- Markham On
7 days ago
Markham, Canada LUXOTTICA Full timeSublease Associate Optometrist - Markham ON- LensCrafters **Date**:Feb 25, 2023**Brand**:LensCrafters**Location**:Markham, ON, CA, L3R 4M9**Requisition ID**: 794151- At LensCrafters, we love eyes and care about the people behind them. With over 900 locations, LensCrafters is the largest optical retailer in North America and our love of eyes and higher...
-
Sales Associate
3 weeks ago
Markham, Canada Americash Loans Full timeDescription SAIL Loans is a fast-growing financial institution looking for bright, ambitious individuals with sales experience. This entry-level position is a great stepping stone toward a management role in a growing company. The Sales Associate is responsible for developing strong customer relationships and meeting aggressive sales goals. Successful...
-
Investment Associate
6 days ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you!Our Client:A well-established and growing...
-
Investment Associate
2 weeks ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you!Our Client:A well-established and growing...
-
Investment Associate
2 weeks ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you! Our Client: A well-established and...
-
Investment Associate
2 weeks ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you!Our Client:A well-established and growing...
