Financial Services Associate

4 weeks ago

Peterborough, Ontario, Canada CIBC Full time

Become a Financial Services Associate at CIBC

At CIBC, we are dedicated to creating a client-focused banking experience that meets the needs of today's consumers. As a Financial Services Associate, you will be an integral part of our banking center, delivering tailored solutions to assist clients in reaching their financial aspirations. Your responsibilities will encompass client interaction, relationship cultivation, business growth, and leveraging technology.

Your Key Responsibilities

  • Client Interaction - Gain insight into clients' financial priorities, provide a range of retail banking solutions, and help establish sustainable financial strategies.
  • Relationship Cultivation - Participate in marketing initiatives to demonstrate your dedication to client success and broaden your professional network.
  • Business Growth - Connect with clients' networks, uncover potential opportunities for expansion, and engage in community activities to boost the bank's presence.
  • Leveraging Technology - Guide clients in utilizing banking applications to enhance their financial management capabilities.

Your Qualifications

  • Client-Focused - Always prioritize the needs of customers and strive to exceed their expectations.
  • Results-Driven - Show a strong motivation to meet goals and achieve positive outcomes.
  • Detail-Oriented - Pay attention to details and apply critical thinking in your decision-making processes.
  • People-Centric - Enjoy building relationships and maintaining a diverse professional network.
  • Continuous Learner - Exhibit a passion for learning and a desire to expand your knowledge.
  • Experience - Bring 2-3 years of experience in financial advisory roles with proven sales achievements.
  • Professional Credentials - Possess the necessary certifications for providing financial services.
  • Values-Oriented - Uphold principles of trust, teamwork, and accountability.

What We Offer at CIBC

At CIBC, we are committed to aligning with your professional goals by offering personalized rewards, competitive pay, and support for your overall well-being. Our innovative workspaces and resources foster collaboration and effective problem-solving for client enhancement.

Position Details

  • Employment Type: Permanent
  • Hours per Week: 37.5
  • Required Skills: Outbound communication, Results-oriented mindset, Understanding of regulatory requirements, Customer Experience (CX), Client Relationship Management, Digital Proficiency, Goal Setting, Problem Solving, Knowledge of Financial Products

Location: *Location Name*

Note: Information may vary based on business requirements.

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