Associate Financial Services Specialist/associate

4 days ago

Brockville, 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 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 full-time._
- 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 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 developmentWhat CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and s

  • Associate Financial Advisor

    2 weeks ago

    Brockville, 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 Financial Advisor

    2 weeks ago

    Brockville, 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 Specialist

    6 days ago

    Brockville, Ontario, Canada BMO Financial Full time

    About UsAt BMO Financial, we're driven by a shared purpose: Boldly Grow the Good in business and life. This vision calls on us to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of our...

  • Wireless Sales Associate

    6 days ago

    Brockville, Canada OSL Retail Services Inc Full time

    Overview: **Wireless Sales Associate |** Part**-**Time** **| 3006 Brockville, ON.** OSL is a dynamic, people-driven company providing outsourced sales services. We celebrate unique and energetic people that work together to deliver incredible results; great people doing great things every day! We have a hunger to succeed and never miss an opportunity to...

  • Associate Dentist

    2 weeks ago

    Brockville, Canada MLP Dental Full time

    **Seeking a Full Time Associate Dentist in Brockville, Ontario** Join a dynamic team as an Associate Dentist and embark on a fulfilling journey in a thriving and reputable practice! We are seeking a passionate individual dedicated to nurturing lasting patient relationships and contributing to their ongoing oral health. As an Associate Dentist with us,...

  • Seasonal Sales Associate

    3 weeks ago

    Brockville, Canada Hickory Farms Full time

    **SEASONAL** **RETAIL SALES ASSOCIATE / BRAND CHAMPION** **JOB SUMMARY** FOR OVER 50 YEARS, Hickory Farms has been a leading retailer of specialty food products. Our best selection of products can be found at our Holiday Gift Centers in shopping malls across the country during the holiday season. You and all the members of our retail operations are the...

  • Associate Chiropractor

    2 weeks ago

    Brockville, Canada Brockville Chiropractic & Health Associates Full time

    Our busy multi-disciplinary office is looking to add an Associate Chiropractor to our team. BCHA has a strong patient following and high demand for chiropractic care. We are well established (25+ years) and respected in our community. We currently have 2 chiropractors, 3 registered massage therapists and 4 office staff members. Our office has 5 chiropractic...

  • Rehabilitation Specialist

    2 weeks ago

    Brockville, Canada Brockville General Hospital Full time

    **Position: Rehabilitation Specialist** **Competition #**: 2024-337** **Status: Part-Time** **Department**: Rehab** **Union Association**: CUPE** **Salary: $24.36 - $28.68/HOUR** **Hours of Work: Day shifts (including weekends & holidays) **(Subject to changed based on operational needs)** **Position Summary**: The Rehabilitation Assistant works as a...

  • Sales Associate

    2 weeks ago

    Brockville, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Mobilists (Sales Associates) are our front-line advisors that use their expertise to provide...

  • (Can) Merchandising Store Associate

    2 weeks ago

    Brockville, Canada Walmart Full time

    **In addition to base salary, Walmart total compensation may also include bonus incentives, stock options, and more.** **What you'll do...** To provide customer service by completing assigned handheld device and modular activities. This will be accomplished by accurately completing price changes and signing merchandise, CAPing bins, stocking picks,...

  • Sales Associate

    6 days ago

    Brockville, Canada Hock Shop Brockville Full time

    Hock Shop Canada is a unique Buy, Trade & Sell Retailer of used merchandise. Our product line includes electronics, musical instruments, tools, jewellery, video games and a host of other categories. We are currently looking for a Part-Time Associate for our Brockville location. - Excellent customer service skills - Excellent communication skills - Product...

  • Electronics Sales Associate

    4 days ago

    Brockville, Canada OSL Retail Services Inc Full time

    Overview: **E** **lectronics Sales Associate - 3006 Brockville PT** OSL is a dynamic, people-driven company providing outsourced sales services. We celebrate unique and energetic people that work together to deliver incredible results; great people doing great things every day! We have a hunger to succeed and never miss an opportunity to recognize and...

  • Warehouse Associate

    1 week ago

    Brockville, Canada Wesco Full time

    Launch your career! We are hiring immediately for Warehouse workers! We will teach you about distribution and supply chain techniques valued by Fortune 250 companies around the globe. We are Wesco! We enable the connected world - you help turn on the lights. **Shift**:Monday through Friday; 7:30 AM to 4:00 PM **Why You’ll Love Wesco** When you join...

  • Electronics and Photo Centre Associate Brockville

    4 days ago

    Brockville, Canada OSL Retail Services Inc Full time

    Overview: **Electronics and Photo Cent** **re** **Associate | Brockville | 3006** OSL is a dynamic, people-driven company providing outsourced sales services. We celebrate unique and energetic people that work together to deliver incredible results; great people doing great things every day! We have a hunger to succeed and never miss an opportunity to...

  • Personal Banking Associate Trainee

    4 days ago

    Brockville, Canada TD Bank Full time

    **Personal Banking Associate Trainee**: - 416441BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1960 Parkedale Avenue **Employment Type** - Regular **City** - Brockville, Gananoque **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Customer Experience Associate

    4 days ago

    Brockville, Canada Scotiabank Full time

    Requisition ID: 157541 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Warehouse Associate

    2 weeks ago

    Brockville, Canada Wesco Full time

    Launch your career! We are hiring immediately for Warehouse workers! We will teach you about distribution and supply chain techniques valued by Fortune 250 companies around the globe. We are Wesco! We enable the connected world - you help turn on the lights. **Shift**:Monday through Friday; 7:30 a.m. - 4:00 p.m. **Why You’ll Love Wesco** When you join...

  • (Can) Overnight Merchandising Store Associate

    2 weeks ago

    Brockville, Canada Walmart Full time

    **In addition to base salary, Walmart total compensation may also include bonus incentives, stock options, and more.** **What you'll do...** To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and...

  • Ticket Office Associate

    2 weeks ago

    Brockville, Canada Rockport Boat Line Full time

    OPPORTUNITY TICKET OFFICE ASSOCIATE REPORTS TO: TICKET OFFICE MANAGER COMPANY We are currently seeking a ticket office associate to contribute to the success and operation of Rockport Boat Line. Rockport, Ontario is a quaint village located in heart of the 1000 Islands, an internationally known tourism destination, offering seasonal sightseeing boat...

  • Customer Experience Associate

    3 weeks ago

    Brockville, Canada Scotiabank Full time

    Requisition ID: 212414 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...