Financial Services Associate
3 weeks 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.
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
Winnipeg-35 Lakewood Blvd
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Analytical Thinking, Business Growth, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
-
Financial Services Associate
4 weeks ago
Winnipeg, 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 Associate
5 days ago
Winnipeg, Canada Assante Capital Management Ltd Full timeInterested in the Financial Services industry? We are currently looking for an associate to join our busy financial planning practice. The role requires a self-motivated individual with exceptional organizational and communication skills, who can demonstrate a high degree of accuracy and attention to detail. The successful incumbent must have a strong work...
-
Investment Specialist, Financial Planning
5 days ago
Winnipeg, Canada BMO Financial Group Full time1385 Henderson Hwy Winnipeg Manitoba,R2G 1N1 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...
-
Client Service Associate
5 days ago
Winnipeg, Canada BMO Financial Group Full time201 Portage Ave Winnipeg Manitoba,R3B 3K6 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Associate Manager, Financial Operations
4 weeks ago
Winnipeg, Canada Canada Life Assurance Company Full timeAssociate Manager, Financial Operations **Description: - Permanent Full Time- We are looking for an**_ _**Associate Manager, Financial Operations** - The Associate Manager, Financial Operations is responsible for the overall day-to-day operations of the Treasury unit for Canada Life and its subsidiaries.**What you will do**: - Responsible for all daily...
-
Associate Financial Advisor
1 month ago
Winnipeg, 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...
-
Associate Financial Advisor
1 month ago
Winnipeg, 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...
-
Associate Financial Advisor
1 month ago
Winnipeg, 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...
-
Client Services Associate
4 weeks ago
Winnipeg, Canada StollerWealth Full time**About us** StollerWealth, is a Winnipeg based wealth management firm that is growing! At the heart of StollerWealth is the belief that our clients deserve the best and the same goes for our people. As a **Client Services Associate **you will help our clients realize their financial goals & aspirations and you will be a part of a growing team that...
-
Associate Financial Advisor
3 weeks ago
Winnipeg, 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...
-
Senior Specialist, Financial Crimes
2 hours ago
Winnipeg, Canada Neo Financial Full timeCome Build a Better Financial Future for all Canadians At Neo, we’re building a more rewarding financial experience for all Canadians. Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone.From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and...
-
Client Service Associate
4 weeks ago
Winnipeg, Canada Value Partners Investments Full timeJob DescriptionVPIC is looking to hire a driven, hands-on contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a “can-do” attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with clients and advisors, and is looking to grow their career in financial services. The role reports...
-
Associate
6 days ago
Winnipeg, Canada Richardson Wealth Full time**Employment Status**: - Permanent Full-Time**Location**: - Winnipeg, MB**Department**: - Retail**Reporting To**: - Investment Advisor(s) and Branch Management Team**Job Id**: - WPG - 012**Job Level**: - L3**Seniority Level**: - Associate**Position Overview**: As an Associate the incumbent will contribute to growing the business by supporting to the...
-
Winnipeg, Canada Canada Life Assurance Company Full time**Job Description**: The Associate Manager is responsible for managing key aspects of the Investment Financial Reporting function for the company’s portfolio investments. Reporting to the Manager, Investment Financial Reporting, the incumbent will be responsible for reviewing various external reporting, assist with the development and analysis of...
-
Personal Banking Associate
1 month ago
Winnipeg, Canada BMO Financial Group Full time1596 Ness Avenue, Unit A Winnipeg Manitoba,R3J 3W6 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...
-
Personal Banking Associate
4 weeks ago
Winnipeg, Canada BMO Financial Group Full time1510 St Mary's Rd, Unit A Winnipeg Manitoba,R2M 3V7 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...
-
Personal Banking Associate
4 weeks ago
Winnipeg, Canada BMO Financial Group Full time751 Sterling Lyon Parkway Winnipeg Manitoba,R3P 2S8 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...
-
Personal Banking Associate
5 days ago
Winnipeg, Canada BMO Financial Group Full time2025 Corydon Avenue Winnipeg Manitoba,R3P 0N5 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
5 days ago
Winnipeg, Canada United West Mississauga Full timeUnited West's Winnipeg office specializes in Customer Service and enhancing the consumer experience. We are fortunate enough to be partnered with some of Canada's most well-known brands. Our focus is on developing and maintaining relationships in order to create long-lasting customers. None of this work would be possible without our Customer Service team....
-
Financial Analyst
1 month ago
Winnipeg, Canada Ileen International Investment Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to clients, senior...
