Financial Services Associate

1 month ago

Montroyal, 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

**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 - 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 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

Place L'Acadie/Beaumont

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Bank Compliance, Communication, Digital Literacy, Financial Services, Online Banking, Transaction Processing

  • Financial Services Associate

    1 month ago

    Mont-royal, 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

    4 weeks ago

    Mont-royal, 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...

  • Personal Banking Associate

    4 weeks ago

    Mont-royal, Canada BMO Financial Group Full time

    2305 chemin Rockland Mont-Royal Quebec,H3P 3E9 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...

  • Customer Service Associate

    4 weeks ago

    Mont-royal, Canada Success Telecommunication inc Full time

    **Customer Service Associate Job Duties**: - Prepares for customer inquiries by studying products, services, and customer service processes. - Responds to customer inquiries by understanding inquiry; - Reviewing previous inquiries and responses; - Gathering and researching information; assembling and forwarding information; - Verifying customer's...

  • Financial Services Representative

    4 days ago

    Mont-royal, 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 Representative

    4 weeks ago

    Mont-royal, 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 Representative

    1 month ago

    Mont-royal, 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 Representative

    4 weeks ago

    Mont-royal, 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...

  • Conseiller Financier/Planificateur Financier

    1 month ago

    Mont-Royal, Canada Financière Sun Life Full time

    Excellente opportunité de représenter la compagnie de services financiers la plus digne de confiance au Canada. Offrir services, conseils et produits financiers aux clients. Formation et coaching hors pair. Les conseillers Sun Life offrent des produits individuels et collectifs d’assurance-santé, d'assurance-vie et de placement. Ils accomplissent ainsi...

  • Associé(E) Services Financier

    4 weeks ago

    Mont-royal, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Sales Associate, RoyalMount – Quebec, Canada

    5 days ago

    Mont-Royal, Canada Jimmy Choo Full time

    SALES ASSOCIATE WHO YOU ARE: Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring and...

  • Financial Planner

    2 weeks ago

    Mont-Royal, Canada National Bank Full time

    As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

  • Planificateur Financier

    4 weeks ago

    Mont-royal, Canada National Bank of Canada Full time

    En tant que planificatrice ou planificateur financier, tu joueras un rôle important auprès de ta clientèle. À partir des 7 champs de la planification financière, tu travailleras en étroite collaboration avec l'équipe afin d'aider et de conseiller de façon distinctive et personnalisée ta clientèle dans l'atteinte de ses objectifs de vie par...

  • Financial Planner Relationship

    2 days ago

    MONT-ROYAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner Relationship

    18 hours ago

    Mont-Royal, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...

  • Planificateur financier

    4 weeks ago

    Mont-Royal, Canada Banque Nationale Full time

    En tant que planificatrice ou planificateur financier, tu joueras un rôle important auprès de ta clientèle. À partir des 7 champs de la planification financière, tu travailleras en étroite collaboration avec l'équipe afin d'aider et de conseiller de façon distinctive et personnalisée ta clientèle dans l'atteinte de ses objectifs de vie par...

  • Sales Associate, RoyalMount

    5 days ago

    Mont-Royal, QC, Canada Jimmy Choo Full time

    SALES ASSOCIATE WHO YOU ARE: Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring and rewarding...

  • Sales Associate, RoyalMount

    5 days ago

    Mont-Royal, QC, Canada Jimmy Choo Full time

    SALES ASSOCIATE WHO YOU ARE: Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring and rewarding...

  • Contrôleur Financier Adjoint

    1 month ago

    Mont-royal, Canada DAVIDsTEA Full time

    **Position**:Assistant Controller **Love your job!** Are you looking for an exciting new opportunity? DAVIDsTEA is a leading branded retailer and growing wholesaler of specialty loose leaf tea, offering a selection of signature blends, single-origin teas, and tea-related gifts and accessories through our e-commerce platform and 18 Canadian retail stores....

  • Sales Associate, RoyalMount – Quebec, Canada

    4 days ago

    montréal (mont-royal), Canada Jimmy Choo Full time

    SALES ASSOCIATE WHO YOU ARE: Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring and rewarding...