Financial Services Associate

6 months ago

Richmond Hill, 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

Yonge and High Tech Banking Centre

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Bank Compliance, Customer Service, Digital Literacy, Establishing and Maintaining Interpersonal Relationships (Inactive), Financial Processing, Financial Services, Online Banking, Organizational Efficiency, Resolving Conflicts and Negotiating with Others (Inactive)

  • Financial Services Associate

    3 months ago

    Richmond Hill, 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 Services Associate

    3 months ago

    Richmond Hill, 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 Services Associate

    6 months ago

    Richmond Hill, 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 Services Associate

    7 months ago

    Richmond Hill, 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 Services Associate

    3 months ago

    Richmond Hill, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Professional

    1 week ago

    Richmond Hill, Ontario, Canada MD Financial Management Full time

    At MD Financial Management, we're seeking a skilled Senior Consultant to join our team in Richmond Hill, Canada. In this exciting opportunity, you'll contribute to the success of our business strategies and objectives by providing comprehensive financial plans and investment strategies for our clients.As a Senior Consultant, your primary responsibility will...

  • Associate, Structured Finance

    2 months ago

    Richmond Hill, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Location: Richmond Hill, ON CWB Maxium Financial Trusted...

  • Financial Services Associate

    3 weeks ago

    Richmond, 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 Services Associate

    6 months ago

    Richmond, 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 Services Associate

    6 months ago

    Richmond, 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 Advisor

    6 months ago

    Richmond, Canada Sun Life Financial Full time

    _**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....

  • Stratégiste financier expert

    2 weeks ago

    Richmond Hill, Ontario, Canada BMO Financial Group Full time

    Ce poste de Stratégiste financier expert vous offre l'opportunité de faire une différence dans la vie des clients de BMO. En tant que membre éminent de notre équipe, vous aurez pour responsabilité d'aider les individus à atteindre leurs objectifs financiers en leur fournissant des conseils et services de planification financière.Dans ce rôle, vous...

  • Financial Services Professional: Associate Role

    2 weeks ago

    Richmond Hill, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and dedicated individual to join our Executive Council Team as an Associate. In this role, you will play a vital part in maintaining client relationships, managing account administration, and providing exceptional service support to our Advisor team.

  • Financial Collector

    6 months ago

    Richmond Hill, Canada Financial Debt Recovery Ltd. Full time

    Work Term: Permanent - Work Language: English - Hours: 40 to 44 hours per week - Education: Secondary (high) school graduation certificate - Experience: 3 years to less than 5 years **Work setting**: - Urban area **Tasks**: - Trace and locate debtors - Notify debtors of overdue accounts and payments - Recommend legal action or discontinuation of service -...

  • Financial Services Manager

    6 months ago

    Richmond Hill, Canada Lexus of Richmond Hill Full time

    **Weins Auto Group** is looking for an **Automotive Financial Services Manager **at**Lexus of Richmond Hill. **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

    3 days ago

    Richmond Hill, Canada Lexus of Richmond Hill Full time

    **Weins Auto Group** is looking for an **Automotive Financial Services Manager**at **Lexus of Richmond Hill.**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...

  • Marketing Vice-president

    7 months ago

    Richmond Hill, Canada EQUITYLINE SERVICES CORP. Full time

    Education: - Expérience: **Education**: - Bachelor's degree - or equivalent experience **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...

  • Recent Graduates

    2 weeks ago

    Richmond Hill, Canada AI Financial Power Group Full time

    **About Us**: Founded in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services. Our mission is simple: to empower all Canadians to achieve a happy,...

  • Customer Service Associate

    5 months ago

    Richmond Hill, Canada Savers Value Village Full time

    Description 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 our stores with gently-used,...

  • Personal Banking Associate

    1 week ago

    Richmond Hill, Canada BMO Financial Group Full time

    9350 Yonge Street Richmond Hill Ontario,L4C 5G2 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 customer experience and achieve...