Financial Services Associate

5 months ago

Mississauga, 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 - 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 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

Miss-Lakeshore and Stavebank

Employment Type

Regular

Weekly Hours

18.75

**Skills**:
Analytical Thinking, Business Growth, Client Issue Resolution, Client Relationship, Customer Experience (CX), Financial Services, Post-Sales Support, Product Knowledge

  • Financial Service Associate

    3 months ago

    Mississauga, Canada Desjardins Financial Security Independent Network Full time

    **Company Overview**: We are a leading financial advisory firm specializing in life and health insurance as well as investment products. We are seeking a motivated and knowledgeable Sales Associate Advisor to join our team and assist with managing and expanding our client base. **Key Responsibilities**: - Sales and Client Support: - Identify and pursue...

  • Financial Planning Associate

    4 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Planning AssociateWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Desjardins Financial Security Independent Network. As a Financial Planning Associate, you will be responsible for assisting clients in achieving their financial goals through personalized advice and strategic guidance.Key...

  • Financial Planning Associate

    4 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Financial Planning AssociateWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Desjardins Financial Security Independent Network. As a Financial Planning Associate, you will play a key role in helping our clients achieve their financial goals through personalized advice and strategic guidance.Key...

  • Service Associate

    5 months ago

    Mississauga, Canada Ferguson Financial Planning | CI Assante Wealth Management Full time

    **SUMMARY OF ROLE**: We are currently seeking a Service Associate to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at Assante Capital Management. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the...

  • Service Associate

    5 months ago

    Mississauga, Canada Ferguson Financial Planning | CI Assante Wealth Management Full time

    **SUMMARY OF ROLE**: We are currently seeking a Service Associate to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at Assante Capital Management. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the...

  • Financial Services Associate

    7 days ago

    Mississauga, Ontario, Canada Lantern Capital Full time

    Job DescriptionWe are seeking a skilled Financial Services Associate to join our team at Lantern Capital.About the RoleThis permanent position involves working 30 hours per week and requires proficiency in English.Key ResponsibilitiesAssist clients in achieving their financial objectives, such as business expansion and debt management, by proposing tailored...

  • Financial Services Associate

    4 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Financial Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled Financial Services Associate to join our team. This role is responsible for providing exceptional client service and support to existing advisors and sales assistants, ensuring a high level of accuracy and timely transactional processing.Key Responsibilities:Transfer...

  • Client Service Associate

    6 months ago

    Mississauga, Canada Northbridge Financial Corporation Full time

    We’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a...

  • Client Service Associate

    6 months ago

    Mississauga, Canada Northbridge Financial Corporation Full time

    Nous sommes Les assurances Federated. Nous servons les entreprises canadiennes avec fierté depuis 100 ans. Nous sommes reconnus comme étant l’un des plus importants fournisseurs d’assurance des entreprises au Canada. Nos employés sont engagés à répondre aux besoins particuliers de nos clients, et nous faisons tout en notre pouvoir pour aider les...

  • Business Development Legal Associate

    4 days ago

    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    Company OverviewNANDA AND ASSOCIATE LAWYERS PC is a leading law firm committed to providing exceptional legal services to its clients. We are seeking a highly skilled Business Development Legal Associate to join our team.SalaryThe estimated salary for this position is between $45,000 and $65,000 per annum, depending on experience.Job DescriptionWe are...

  • Financial Services Officer

    5 months ago

    Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Financial Services Officer

    6 months ago

    Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Financial Services Coordinator

    4 hours ago

    Mississauga, Ontario, Canada R K H FINANCIAL SERVICES INC. Full time

    We are seeking a skilled Financial Services Coordinator to join our team at R K H FINANCIAL SERVICES INC.The estimated salary for this role is $45,000 - $55,000 per year, based on industry standards and location.About the RoleThis position involves providing financial support to our organization by performing various tasks related to bookkeeping, accounting,...

  • Financial Clerk

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryAs a Financial Clerk at FIRSTCARE FINANCIAL SERVICES LTD., you will be responsible for performing various accounting and bookkeeping tasks. This includes calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key ResponsibilitiesFinancial Record Keeping:...

  • Financial Accountant

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesCalculate and prepare cheques for...

  • Financial Accountant

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryAt FIRSTCARE FINANCIAL SERVICES LTD., we are seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping:...

  • Financial Accountant

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    At FIRSTCARE FINANCIAL SERVICES LTD., we are seeking a skilled Financial Accountant to join our team. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping:...

  • Financial Accountant

    1 month ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    Job SummaryWe are seeking a skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesCalculate and prepare cheques for...

  • Financial Accountant

    5 days ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    About the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD.Job SummaryThis is a permanent position with a salary of $60,000 per year. The successful candidate will work 30 to 40 hours per week.Key ResponsibilitiesThe Financial Accountant will be responsible for calculating fixed assets and...

  • Financial Services Associate

    5 months ago

    Mississauga, 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...