Associate Financial Services Specialist
6 days 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 work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Services Specialist, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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._
How you’ll succeed- Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.-
- Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.-
- Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.- 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.-
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.-
- 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 love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.-
- You can demonstrate 2 - 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.-
- You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).-
- You’re a certified professional (Ontario). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.-
- 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 e
-
Financial Services Associate
2 weeks ago
Hamilton, Ontario, Canada Tandia Financial Credit Union Full timeWe invest in people.Be part of a banking experience as unique as you are.Tandia Financial Credit Union (Tandia) is seeking a passionate relationship builder to be a part-time Associate based in our branches in the Hamilton region. This permanent position will involve working at multiple branch. The work hours will vary between 18-24 hours per week, Monday...
-
Wealth Associate
2 weeks ago
Hamilton, Ontario, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written If you are interested and qualified for this role, we invite you to apply. The Wealth Associate is responsible for helping with sales and service initiatives in the Wealth department. In this role the Wealth...
-
Wealth Associate
4 days ago
Hamilton, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Associate is responsible for helping with sales and service initiatives in the Wealth department. In this role the Wealth...
-
Wealth Associate
6 days ago
Hamilton, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Associate is responsible for helping with sales and service initiatives in the Wealth department. In this role the Wealth...
-
Hamilton, Canada Arthur Financial Full timeRisk Capital Specialist Arthur Financial Hamilton, Bermuda Posted 2 months ago Hybrid Job Permanent $200k - $250k Are you looking to relocate to Bermuda or change jobs on the Island? if so, I have partnered with an excellent business who are looking to appoint a Risk Capital Specialist to join their Insurance Division. The company...
-
Hamilton, Canada Arthur Financial Full timeRisk Capital Specialist Arthur Financial Hamilton, Bermuda Posted 2 months ago Hybrid Job Permanent $200k - $250k Are you looking to relocate to Bermuda or change jobs on the Island? if so, I have partnered with an excellent business who are looking to appoint a Risk Capital Specialist to join their Insurance Division. The company will...
-
Hamilton, Canada Arthur Financial Full timeRisk Capital Specialist Arthur Financial Hamilton, Bermuda Posted 2 months ago Hybrid Job Permanent $200k - $250k Are you looking to relocate to Bermuda or change jobs on the Island? if so, I have partnered with an excellent business who are looking to appoint a Risk Capital Specialist to join their Insurance Division. The company will...
-
Financial Services Associate
3 weeks ago
Hamilton, Canada Tandia Financial Credit Union Full timeWe invest in people. Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a passionate relationship builder to be a part-time Associate based in our branches in the Hamilton region. This permanent position will involve working at multiple branch. The work hours will vary between 18-24 hours per week,...
-
Financial Services Associate
4 weeks ago
Hamilton, Canada Tandia Financial Credit Union Full timeWe invest in people. Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a passionate relationship builder to be a part-time Associate based in our branches in the Hamilton region. This permanent position will involve working at multiple branch. The work hours will vary between 18-24 hours per week,...
-
Financial Services Associate
4 days ago
Hamilton, Canada Tandia Financial Credit Union Full timeWe invest in people. Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a passionate relationship builder to be a part-time Associate based in our branches in the Hamilton region. This permanent position will involve working at multiple branch. The work hours will vary between 18-24 hours per week,...
-
investment specialist
3 weeks ago
Hamilton, Canada Tianxin Financial Services Corp Full timeOverview Languages English Education Bachelor's degree or equivalent experience Experience 1 year to less than 2 years Responsibilities Tasks Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage,...
-
investment specialist
3 weeks ago
Hamilton, Canada Tianxin Financial Services Corp Full timeOverview Languages English Education Bachelor's degree or equivalent experience Experience 1 year to less than 2 years Responsibilities Tasks Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage,...
-
investment specialist
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeOverview Languages English Education Bachelor's degree or equivalent experience Experience 1 year to less than 2 years Responsibilities Tasks Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment...
-
Hamilton, Canada Canadian Imperial Bank of Commerce Full timeSr. Financial Advisor/ Sr. Financial Services Specialist page is loaded Sr. Financial Advisor/ Sr. Financial Services Specialist Apply locations Hamilton, ON Stoney Creek, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407169 We’re building a ...
-
Hamilton, Canada Canadian Imperial Bank of Commerce Full timeSr. Financial Advisor/ Sr. Financial Services Specialist page is loaded Sr. Financial Advisor/ Sr. Financial Services Specialist Apply locations Hamilton, ON Stoney Creek, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407169 We’re building a ...
-
Hamilton, Canada Arthur Financial Full timeRisk Capital Specialist Arthur Financial Hamilton, Bermuda Posted 2 months ago Hybrid Job Permanent $200k - $250k Are you looking to relocate to Bermuda or change jobs on the Island? if so, I have partnered with an excellent business who are looking to appoint a Risk Capital Spe
-
Client Service Associate
4 weeks ago
Hamilton, Canada MD Financial Management Full timeRequisition ID: 182108 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...
-
Risk Capital Specialist Hamilton Full time
2 weeks ago
Hamilton, Ontario, Canada Arthur Financial Full timeWelcome to the world of risk capital specialists at Arthur Financial!If you're considering relocating to Bermuda or exploring new job opportunities on the island, this might just be the perfect fit for you. Arthur Financial has teamed up with a top-notch financial services company in Bermuda, and they're in need of a talented Risk Capital Specialist to...
-
Full Time Financial Specialist
4 weeks ago
Hamilton, Canada Local Health Integration Network Full timePosition Summary: The Financial Specialist’s primary focus will be assisting with the timely and accurate processing of financial and statistical reporting as well as maintaining and updating the financial systems consistent with general accepted accounting principles and MIS guidelines. In addition, the Financial Specialist is key to assisting with the...
-
Regional Administrative Specialist
2 weeks ago
Hamilton, Canada MD Financial Management Full timeRequisition ID: 192451 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...
