Financial Services Associate

6 hours ago


Thunder Bay, 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

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

Thunder Bay-Arthur and Edward

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge



  • Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our clients and internal stakeholders.Key Responsibilities:Provide...


  • Thunder Bay, 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...


  • Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job Title: Associate - Financial Services ProfessionalAt Royal Bank of Canada, we are seeking a highly skilled and detail-oriented Associate to join our team in the investment services division. This role is ideal for an individual who is passionate about delivering exceptional customer service and is eager to learn and grow in a dynamic and fast-paced...


  • Thunder Bay, 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...


  • Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly skilled Associate to join our team at the Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional client service and administrative support to our Investment Advisors.Key Responsibilities:Provide professional servicing of incoming telephone and email...


  • Thunder Bay, 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...


  • Thunder Bay, Ontario, Canada BDO Full time

    BDO: A Firm Built on Positive RelationshipsWe are a firm that prioritizes people and client satisfaction. Our professionals provide exceptional service, offering advice and insights that clients can trust.Your OpportunityOur Thunder Bay office is seeking a Senior Accounting Associate to join the Financial Reporting & Insights team in Fall 2024. Your...


  • Thunder Bay, Ontario, Canada BDO Full time

    BDO's Financial Reporting TeamWe are seeking a highly motivated and detail-oriented Financial Reporting Associate to join our team in Thunder Bay. As a key member of our Financial Reporting & Insights team, you will be responsible for preparing financial statements, tax returns, and other financial documents for our clients.Your Key ResponsibilitiesPrepare...


  • Thunder Bay, Canada BMO Financial Group Full time

    1127 Barton Street Thunder Bay Ontario,P7B 5N3 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. -...


  • Thunder Bay, Ontario, Canada GOLDEN WOK RESTAURANT Full time

    Job Summary: We are seeking a skilled Food Service Associate to join our team at GOLDEN WOK RESTAURANT. As a Food Service Associate, you will be responsible for providing exceptional customer service, addressing customer complaints, and ensuring a positive dining experience.Key Responsibilities:Address customer complaints or concerns in a professional and...


  • Thunder Bay, Ontario, Canada BDO Full time

    At BDO, we are committed to putting people first and delivering exceptional service to our clients. As a Junior Associate in our Financial Reporting & Insights team, you will play a vital role in helping us achieve this goal.Our Thunder Bay office is seeking a highly motivated and detail-oriented individual to join our team on a full-time basis. In this...


  • Thunder Bay, Ontario, Canada GOLDEN WOK RESTAURANT Full time

    Job SummaryWe are seeking a skilled Food Service Associate to join our team at GOLDEN WOK RESTAURANT. As a Food Service Associate, you will be responsible for providing exceptional customer service, addressing customer complaints, and ensuring a positive dining experience.Key ResponsibilitiesAddress customer complaints or concerns in a professional and...


  • Thunder Bay, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our team at BMO. As a key member of our Wealth Sales and Service team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors, including scheduling...


  • Mill Bay, Canada Envision Financial Full time

    Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team at Envision Financial. The successful candidate will provide exceptional customer service to a portfolio of members, offering a full range of investment, deposit, and complex lending services.About the Role:Build strong relationships with current and potential...


  • Thunder Bay, Ontario, Canada Roach's Taxi Full time

    Overview: We are seeking a dedicated and reliable individual to join our team as a Taxi Service Associate at Roach's Taxi.Education: Secondary (high) school graduation certificateExperience: Will trainAdditional Requirements:Availability: Must be available for shift or on-call workResidency: Must reside in proximity to the advertised locationScreening...


  • Thunder Bay, Canada Savers Full time

    Description 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...


  • Thunder Bay, Canada Savers Value Village Full time

    Description 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,...


  • thunder bay, Canada BMO Financial Group Full time

    Application Deadline:11/15/2024Address:1127 Barton StreetJob Family Group:Wealth Sales & ServiceSupports 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 object


  • North Bay, Canada PosPro Financial Full time

    Role and Responsibilities PosPro Financial offers vehicle financing for all the following categories - ATVs, Snowmobiles, Motorcycles, Cars, Trucks, Boats, Tractors, Power Equipment RV’s, Hot Tubs/Home Improvement, Travel, and Utility Trailers. We act as a brokerage and have access to many lenders which allows us to find loan solutions for folks in almost...

  • Manager Associates

    4 weeks ago


    Thunder Bay, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** ** Specific location is to be determined, however successful incumbent must be mobile within the Sudbury OR Thunder Bay Markets ** The Manager, Associates within our MSNWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals. Through focused...