Financial Services Associate

1 week ago


Brossard, Quebec, Canada CIBC Full time
About the Role

We're seeking a talented and passionate professional to join our Personal and Business Banking Team as a Financial Services Associate. As a key member of our team, you'll partner with Financial Advisors to help high-value clients achieve their financial goals and secure their futures.

Key Responsibilities
  • Client Engagement: Leverage your knowledge of financial products and services to answer client questions and provide information to help them meet their financial objectives.
  • Problem Solving: Listen to client concerns, ask questions, and take ownership of resolving issues in a timely and professional manner.
  • Organizational Skills: Prepare client files, schedule appointments, and maintain accurate records to ensure seamless client experiences.
What We Offer

At CIBC, we're committed to creating an inclusive environment where all team members and clients feel valued and supported. As a Financial Services Associate, you'll have the opportunity to:

  • Work with a talented team of professionals who share your passion for delivering exceptional client experiences.
  • Develop your skills and knowledge through ongoing training and development programs.
  • Contribute to the growth and success of our business while making a meaningful impact on our clients' lives.
Requirements
  • Client Focus: You're dedicated to putting clients first and delivering personalized service to meet their unique needs.
  • Problem-Solving Skills: You're able to analyze complex issues, think critically, and develop effective solutions.
  • Communication Skills: You're an excellent communicator with strong interpersonal skills and the ability to build strong relationships with clients and colleagues.


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