Financial Services Associate
6 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
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 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
245 Castle Oaks Crossing Bramp
Employment Type
Regular
Weekly Hours
18.75
**Skills**:
Analytical Thinking, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
-
general manager
3 months ago
Brampton, Canada SWIFT FINANCIAL SERVICES Full timeEducation: Master's degreeExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...
-
General Manager
3 months ago
Brampton, Canada SWIFT FINANCIAL SERVICES Full timeEducation: - Expérience: **Education**: - Master's degree **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization and formulate or approve policies and...
-
Senior Financial Services Team Lead
2 weeks ago
Brampton, Ontario, Canada Momentum Financial Services Group Full timeAbout the RoleWe are seeking an experienced Senior Financial Services Team Lead to join our team at Momentum Financial Services Group. In this role, you will be responsible for leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers' financial goals.
-
Business Development Manager
4 weeks ago
Brampton, Ontario, Canada Momentum Financial Services Group Full timeCompany OverviewMomentum Financial Services Group is a leading financial services provider in North America with over 400 retail locations and a history of serving local communities for over 40 years.We offer access to cash and related financial products to help customers achieve their financial goals under the Money Mart brand in Canada and Insta Cheques in...
-
Financial Services Associate
4 hours ago
Brampton, 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
6 months ago
Brampton, 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
7 months ago
Brampton, 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
6 months ago
Brampton, 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
4 months ago
Brampton, 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 Professional
6 days ago
Brampton, Ontario, Canada BMO Financial Full timeJob OverviewBMO Financial offers a challenging and rewarding career opportunity as an Enterprise Financial Consultant. As a key member of our team, you will play a vital role in delivering financial solutions to our clients.We are seeking a motivated and experienced professional to join our team in this dynamic role. The successful candidate will have a...
-
Financial Sales and Service Officer
6 months ago
Brampton, Canada Financial Boost Full timeEducation: College/CEGEP - Experience: 2 years to less than 3 years **Work setting**: - Urban area **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Interview applicants for loans - Open new personal...
-
General Manager
6 months ago
Brampton, Canada SHUBH FINANCIAL Full timeWork Term: Permanent - Work Language: English - Hours: 30 hours per week - Education: 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 -...
-
Associate Financial Services Specialist
6 months ago
Brampton, 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...
-
Vice-president - Financial, Communications and
6 months ago
Brampton, Canada LendX Financial Inc. Full timeEducation: Bachelor's degree - Experience: 2 years to less than 3 years **Work setting**: - Finance **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish financial and administrative...
-
Vice-president - Financial, Communications and
7 months ago
Brampton, Canada LendX Financial Inc. Full timeEducation: Bachelor's degree - Experience: 2 years to less than 3 years **Work setting**: - Finance **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization...
-
Administrative Associate
7 months ago
Brampton, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Are you highly organized and detail oriented? Do you have experience in a high-volume administrative role with tact and efficiency to support the success of the office? **Administrative Associate** Your success stems from your efficient support with daily clerical tasks and focuses on excellent customer...
-
Investment Specialist, Financial Planning
7 months ago
Brampton, Canada BMO Financial Group Full time52 Peel Centre Drive Brampton Ontario,L6T 0E2 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
-
Financial Operations Associate
2 weeks ago
Brampton, Ontario, Canada Randstad Full timeAbout the RoleWe are seeking a meticulous and dedicated Financial Operations Associate to join our finance team at Randstad.This role is crucial in ensuring accurate and timely processing of invoices and payments, maintaining supplier relationships, and supporting the overall efficiency of our accounts payable operations.Key ResponsibilitiesProcess and...
-
Associate Financial Advisor in Brampton
2 months ago
Brampton, Canada Co-operators Full timeEmployment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people,...
-
Cfo (Chief Financial Officer) - Financial
7 months ago
Brampton, Canada Argus Security Services Corp. Full timeEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 7 months to less than 1 year **Budgetary responsibility**: - $1,500,001 - $4,000,000 - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize...