Financial Services Associate

4 weeks ago

Peterborough, Ontario, Canada CIBC Full time

CIBC is committed to fostering a relationship-driven banking experience for today's clientele. We seek skilled and enthusiastic professionals who prioritize the best interests of our clients.

At CIBC, we value your unique strengths and aspirations, empowering you to excel in your role. Our team members are equipped to make a significant impact and are genuinely appreciated for their contributions.

Key Responsibilities

As part of the Personal and Business Banking division, you will operate in a dynamic Banking Centre, playing a crucial role in enhancing our clients' financial well-being. In the role of a Financial Services Associate, you will develop a comprehensive understanding of the needs of individual and small business clients, offering tailored solutions to help them meet their financial objectives. You will manage a portfolio of mortgage clients, focusing on strengthening client relationships. Flexibility to work during banking hours, including evenings and weekends, is essential. To ensure an exceptional client experience, you may be required to work at various banking centres within a reasonable distance.

At CIBC, we create an environment that allows you to thrive in your position. To effectively fulfill your responsibilities, on-site presence is required.

Qualifications for Success
  • Client Engagement - Meet with clients to identify their personal and business goals, advise on suitable solutions, and provide a forward-thinking financial strategy. Ensure clients' investment, financial, and credit needs are addressed through a comprehensive retail banking offering or by connecting them with the appropriate colleagues in Imperial Service and Business Banking.
  • Relationship Development - Participate in marketing and outreach initiatives to demonstrate your commitment to clients and their communities. Expand your network, deepen existing connections, and collaborate as a team to ensure clients are linked to the right resources and opportunities.
  • Business Growth - Cultivate relationships by networking with clients' families and friends to uncover new opportunities and refer them to the right partners. Reach out to both existing and potential clients to identify avenues for future growth and revenue. Engage in community and banking centre events, such as business development activities and client appreciation programs, to enhance CIBC's presence and increase market share.
  • Utilizing Technology - Become proficient in technology. Share your expertise by introducing clients to our mobile banking tools, assisting them in managing their banking needs more effectively.
Who You Are
  • You prioritize client satisfaction. You engage with intent to find the best solutions and go above and beyond because it is the right thing to do.
  • You are results-driven. You are motivated by achieving your objectives and delivering your best to make a positive impact.
  • You pay attention to detail. You notice nuances that others may overlook, and your analytical skills inform your decision-making.
  • You are passionate about building relationships. You find value in connections and maintain a diverse network of partners, engaging with others through respect and authenticity.
  • You have a thirst for knowledge. You are eager to expand your understanding and possess a strong sense of curiosity.
  • You have 2 to 3 years of experience in providing financial guidance to clients and achieving sales results through consultative conversations.
  • You hold relevant certifications. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). Additional accreditation in CFSA (Certificate of Financial Services Advice) is advantageous.
  • You are a certified professional in Ontario. You possess current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and meet the eligibility criteria for MFDA licensing.
  • You value integrity. You bring your authentic self to work and embody our core values of trust, teamwork, and accountability.
What CIBC Offers

At CIBC, your aspirations are paramount. We focus on your strengths and ambitions as an employee, striving to create opportunities that unlock your potential.

  • We aim to recognize you in meaningful, personalized ways, including competitive compensation, banking benefits*, wellness support, and additional offerings such as employee and family assistance programs and MomentMakers, our social recognition initiative.
  • Our workspaces and technological resources are designed to facilitate collaboration among talented individuals to develop innovative solutions that positively impact our clients.
  • Subject to program terms and conditions.
Important Information
  • CIBC is dedicated to creating an inclusive workplace where all team members and clients feel a sense of belonging. We welcome applicants with diverse abilities and provide an accessible candidate experience. If you require accommodation, please reach out to us.
  • Applicants must be legally eligible to work in the specified locations and, where applicable, possess a valid work or study permit.
Job Location

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Financial Services, Goal Planning, Outbound Calls, Problem Solving, Regulatory Requirements, Results-Oriented


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