Current jobs related to Financial Services Associate, Secondment - Oakville - CIBC
-
Financial Services Associate
7 months ago
Oakville, 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 Services Specialist
1 day ago
Oakville, 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 Service Associate
7 months ago
Oakville, 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...
-
Investment and Financial Planning Associate
2 weeks ago
Oakville, Canada Wise Riddell Financial Group Full time**Job Profile** **Investment and Financial Planning Associate** **Wise Riddell Private Wealth** We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through collaborative effort with other team members. Valued relationships are based upon trust; trust is built over time by executing the Wise Riddell...
-
Associate Financial Services Specialist/associate
8 months ago
Oakville, 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 Services Specialist
7 months ago
Oakville, 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...
-
General Manager
8 months ago
Oakville, Canada Bluetown Financial Consultancy Inc. Full timeEducation: Bachelor's degree - Experience: 5 years or more **Work setting**: - Financial management/services **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated...
-
Benefits Associate
3 weeks ago
Oakville, Canada Selectpath Benefits & Financial Inc. Full timeWHO ARE WE? Selectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customized solutions through innovation, excellence and integrity. Our team of industry experts specializes in benefits and pension, personal and corporate financial planning, and...
-
Financial Advisor Assistant
4 days ago
Oakville, Canada WSC Financial Solutions Inc. Full time**Who are we ?** WSC Financial Solutions is a multi - advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 14-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net worth individuals and families, business owners, professionals, and group insurance...
-
Financial Advisor Assistant
7 months ago
Oakville, Canada WSC Financial Solutions Inc. Full time**Who are we?** WSC Financial Solutions is a multi-advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 15-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include high net worth individuals and families, business owners, professionals, and group insurance...
-
Oakville, 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...
-
Client Service Associate
7 months ago
Oakville, Canada BMO Financial Group Full time360 Oakville Place Drive Oakville Ontario,L6H 6K8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
General Manager
7 months ago
Oakville, Canada AG INTEGRATED SERVICES Full timeEducation: Bachelor's degree - Experience: 5 years or more **Work setting**: - Transportation - Financial management/services **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments...
-
Financial Services Administrator
3 days ago
Oakville, Canada Assante Capital Management Ltd Full time**Job Summary** We're looking to add a vibrant, enthusiastic and capable client service associate to our team to provide support to a senior wealth advisor and carry out various administrative tasks. This is an entry-level position with the opportunity for future growth and development. Environment - Modern open concept, team-based branch - Fast paced and...
-
General Manager
4 days ago
Oakville, Canada Kingsmere Financial Services Limited Full timeEducation: Bachelor's degree - Experience: 5 years or more **Area of specialization**: - Financial planning **Screening questions**: - What is the highest level of study you have completed? **Health benefits**: - Health care plan - Work Term: Permanent - Work Language: English - Hours: 40 hours per week
-
General Manager
7 months ago
Oakville, Canada AMTESHWAR CONSULTING SERVICES INC. Full timeEducation: Bachelor's degree - Experience: 5 years or more **Work setting**: - Financial management/services **Budgetary responsibility**: - $100,001 - $500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated...
-
Financial Planning Administrative Associate
7 months ago
Oakville, Canada Imperial Lifestyle Management Full time**Who We Are** Imperial Lifestyle Management we are experts in financial planning, management and administration. Our clients are highly trained professionals who trust us to manage their affairs. When they’re delivering patient care, spending time with their family, they’re assured their business is in good hands. As a fast-growing business, we are...
-
Financial Planning Associate
1 month ago
Oakville, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking a skilled Financial Planning Associate to...
-
Financial Services Manager
2 weeks ago
Oakville, Canada Oakville Volkswagen Full time**Weins Auto Group** is looking for an **Automotive Financial Services Manager **at **Oakville Volkswagen**. **We are seeking a highly motivated individual with a positive attitude and a willingness to work in a fast-paced team-based environment. This position is an integral role at Weins Auto Group and is the front-line service representative who is...
-
Financial Services Manager
2 weeks ago
Oakville, Canada Audi Oakville Full time**Weins Auto Group** is looking for an **Automotive Financial Services Manager** **at **Audi Oakville.** **We are seeking a highly motivated individual with a positive attitude and a willingness to work in a fast-paced team-based environment. This position is an integral role at Weins Auto Group and is the front-line service representative who is responsible...
Financial Services Associate, Secondment
7 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
**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
Oakville-271 Hays Blvd
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
**Skills**:
Bank Compliance, Digital Literacy, Financial Processing, Financial Services, Online Banking