Financial Services Associate

5 months ago

East Gwillimbury, 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

East Gwillimbury-18269 Yonge

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 Services Associate

    1 day ago

    Caledon East, Canada Rowland Investments & Insurance Inc. Full time

    We are seeking a full-time Insurance and Investments Associate to join our 3rd-generation, family-run business servicing Caledon and the surrounding areas. We’ve been providing client solutions within the financial services for over 60 years. Our offerings include Life, Critical Illness, Disability and Health Insurance as well as Segregated Fund and Mutual...

  • Financial Advisor/financial Services Specialist

    5 months ago

    East Gwillimbury, 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...

  • Food Service Associate

    2 weeks ago

    East Gwillimbury, Ontario, Canada Longo's Full time

    Job Summary:We are seeking a highly motivated and customer-focused Food Service Associate to join our team at Longo's. As a Food Service Associate, you will be responsible for providing exceptional service to our customers, stocking and merchandising products, and maintaining product quality.Key Responsibilities:Provide exceptional customer service and...

  • Accountant with expertise in financial analysis and budgeting

    1 week ago

    East Gwillimbury, Ontario, Canada Telford Food Services Full time

    Job Title: AccountantIn this role, you will be responsible for analyzing and managing the company's financial data. Your expertise in budgeting and financial planning will be essential in ensuring the company's financial stability.Key Responsibilities:* Analyze financial data to identify trends and areas for improvement* Develop and implement budgeting plans...

  • Financial Services Associate

    4 months ago

    Caledon East, 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 Service Representative Ii

    4 months ago

    East Gwillimbury, 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...

  • Associate Vice-President, Financial Services

    4 weeks ago

    East Bay, Canada California State University Full time

    Job SummaryThe California State University is seeking an experienced and skilled Associate Vice-President, Financial Services to join our team. This is a key leadership position that will provide strategic direction and oversight to our financial services functions, including accounting, student financials, procurement, and more.ResponsibilitiesProvide...

  • Associate Vice-President, Financial Services

    4 weeks ago

    East Bay, Canada California State University Full time

    Job SummaryThe California State University is seeking an experienced and skilled Associate Vice-President, Financial Services to join our team. This is a key leadership position that will provide strategic direction and oversight to our financial services functions, including accounting, student financials, procurement, and more.ResponsibilitiesProvide...

  • Food Service Associate

    2 weeks ago

    East Gwillimbury, Ontario, Canada Longo's Full time

    Job Summary:We are seeking a skilled Food Service Associate to join our team at Longo's. As a key member of our prepared foods team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and ensuring the highest quality products are available to our customers.Key Responsibilities:Provide...

  • Retail Food Service Associate

    1 month ago

    East Gwillimbury, Ontario, Canada Cumbrae's Bayview] Full time

    About Cumbrae's BayviewCumbrae's Bayview is a butcher shop and retail food store located in a convenient location. We are seeking a skilled and customer-focused individual to join our front of house team.Job SummaryWe are looking for a reliable and efficient Retail Food Service Associate to assist customers, operate a cash register, and maintain a clean and...

  • Retail Food Service Associate

    1 month ago

    East Gwillimbury, Ontario, Canada Cumbrae's Bayview] Full time

    About Cumbrae's BayviewCumbrae's Bayview is a butcher shop and retail food store located in a convenient location. We are seeking a skilled and customer-focused individual to join our front of house team.Job SummaryWe are looking for a reliable and efficient Retail Food Service Associate to assist customers, operate a cash register, and maintain a clean and...

  • Financial Reporting Analyst

    2 weeks ago

    East Gwillimbury, Canada Vaco Remote Work Freelance Full time

    About the ClientOur client is looking for a Financial Reporting Analyst for 6 month opportunity.This position's main activities includes the preparation of the periodic internal financial statements, accounting policy and yearly external statements. About the OpportunityPrepare reports, analysis and information required by various stakeholders including the...

  • Financial Reporting Analyst

    2 weeks ago

    East Gwillimbury, Canada Vaco Remote Work Freelance Full time

    About the ClientOur client is looking for a Financial Reporting Analyst for 6 month opportunity.This position's main activities includes the preparation of the periodic internal financial statements, accounting policy and yearly external statements. About the OpportunityPrepare reports, analysis and information required by various stakeholders including the...

  • Associate Vice President of Financial Services

    1 month ago

    East Bay, Canada California State University Full time

    Job SummaryThe California State University is seeking an experienced and skilled Associate Vice President of Financial Services to join our team. As a key member of our Administration and Finance division, you will be responsible for providing effective management and oversight of financial services, including accounting, student financials, procurement,...

  • Associate Vice President of Financial Services

    1 month ago

    East Bay, Canada California State University Full time

    Job SummaryThe California State University is seeking an experienced and skilled Associate Vice President of Financial Services to join our team. As a key member of our Administration and Finance division, you will be responsible for providing effective management and oversight of financial services, including accounting, student financials, procurement,...

  • Front Desk Associate

    2 weeks ago

    East Gwillimbury, Ontario, Canada Newmarket Inn Full time

    Job Title: Front Desk AssociateAbout the Role:We are seeking a Front Desk Associate to join our team at Newmarket Inn. As a Front Desk Associate, you will be responsible for providing exceptional customer service to our guests, responding to their inquiries, and resolving any issues that may arise.Key Responsibilities:Respond to guest inquiries and resolve...

  • Optical Associate

    1 month ago

    East Gwillimbury, Ontario, Canada FYidoctors Full time

    About FYidoctorsWe are a leading provider of eye care services in Canada and the USA, with a strong commitment to patient well-being and satisfaction. Our team of dedicated professionals is passionate about delivering exceptional customer service and providing the best possible care for our patients.Job SummaryWe are seeking a highly skilled and...

  • Optical Associate

    1 month ago

    East Gwillimbury, Ontario, Canada FYidoctors Full time

    About FYidoctorsWe are a leading provider of eye care services in Canada and the USA, with a strong commitment to patient well-being and satisfaction. Our team of dedicated professionals is passionate about delivering exceptional customer service and providing the best possible care for our patients.Job SummaryWe are seeking a highly skilled and...

  • Sales Associate

    4 weeks ago

    East Gwillimbury, Ontario, Canada Roots Full time

    Sales Associate OpportunityRoots is a dynamic company that values its employees and customers. We are seeking a Sales Associate to join our team.Key Responsibilities:Provide exceptional customer service and build strong relationships with customers.Assist with visual merchandising and store maintenance to ensure a visually appealing store environment.Process...

  • Sales Associate

    4 weeks ago

    East Gwillimbury, Ontario, Canada Roots Full time

    Sales Associate OpportunityRoots is a dynamic company that values its employees and customers. We are seeking a Sales Associate to join our team.Key Responsibilities:Provide exceptional customer service and build strong relationships with customers.Assist with visual merchandising and store maintenance to ensure a visually appealing store environment.Process...