Current jobs related to Financial Services Associate - Peterborough, Ontario - CIBC

  • Financial Services Associate

    3 weeks ago

    Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Associate Financial Services SpecialistAt Canadian Imperial Bank of Commerce, we're building a relationship-oriented bank for the modern world. As an Associate Financial Services Specialist, you'll play a key role in helping our clients achieve their financial goals.Key Responsibilities:Client Relationship Building: Engage with clients to...

  • Financial Services Associate

    3 weeks ago

    Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Associate Financial Services SpecialistAt Canadian Imperial Bank of Commerce, we're building a relationship-oriented bank for the modern world. As an Associate Financial Services Specialist, you'll play a key role in helping our clients achieve their financial goals.Key Responsibilities:Client Relationship Building: Engage with clients to...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Join Our Team as an Associate Financial Services SpecialistWe're seeking a talented and relationship-oriented individual to join our Personal and Business Banking team as an Associate Financial Services Specialist. In this role, you'll work in a fast-paced Banking Centre, forming deep connections with clients and recommending personalized solutions to help...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Join Our Team as an Associate Financial Services SpecialistWe're seeking a talented and relationship-oriented individual to join our Personal and Business Banking team as an Associate Financial Services Specialist. In this role, you'll work in a fast-paced Banking Centre, forming deep connections with clients and recommending personalized solutions to help...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Associate Financial Services SpecialistWe are seeking a highly motivated and customer-focused Associate Financial Services Specialist to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Personal and Business Banking team, you will play a critical role in delivering exceptional client experiences and driving business...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Associate Financial Services SpecialistWe are seeking a highly motivated and customer-focused Associate Financial Services Specialist to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Personal and Business Banking team, you will play a critical role in delivering exceptional client experiences and driving business...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada CIBC Full time

    About the RoleWe're seeking a talented Associate Financial Services Specialist to join our Personal and Business Banking team. As a key member of our team, you'll form deep relationships with clients, understand their financial goals, and provide personalized solutions to help them achieve success.You'll work in a fast-paced Banking Centre, managing a...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada CIBC Full time

    About the RoleWe're seeking a talented Associate Financial Services Specialist to join our Personal and Business Banking team. As a key member of our team, you'll form deep relationships with clients, understand their financial goals, and provide personalized solutions to help them achieve success.You'll work in a fast-paced Banking Centre, managing a...

  • Financial Reporting Associate

    1 month ago

    Peterborough, Ontario, Canada BDO Full time

    Empowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

  • Financial Reporting Associate

    1 month ago

    Peterborough, Ontario, Canada BDO Full time

    Empowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

  • Financial Reporting Associate

    4 weeks ago

    Peterborough, Ontario, Canada BDO Full time

    Empowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

  • Financial Reporting Associate

    4 weeks ago

    Peterborough, Ontario, Canada BDO Full time

    Empowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada CIBC Full time

    About the RoleWe're building a relationship-oriented bank for the modern world. 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.Key ResponsibilitiesMeet with clients to understand their personal and business priorities, advise them on solutions,...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada CIBC Full time

    About the RoleWe're building a relationship-oriented bank for the modern world. 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.Key ResponsibilitiesMeet with clients to understand their personal and business priorities, advise them on solutions,...

  • Financial Reporting Associate

    4 weeks ago

    Peterborough, Ontario, Canada BDO Full time

    Putting People First, Every DayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...

  • Financial Reporting Associate

    4 weeks ago

    Peterborough, Ontario, Canada BDO Full time

    Putting People First, Every DayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...

  • Associate Financial Advisor in Peterborough

    2 weeks ago

    Peterborough, Ontario, Canada Co-operators Full time

    Employment Type: Regular Full-TimeWork Model: Office BasedLanguage: This role operates in EnglishThe Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure we provide a strong culture...

  • Financial Services Professional

    2 weeks ago

    Peterborough, Ontario, Canada Co-operators Full time

    Role Overview:The Co-operators is seeking a skilled Financial Services Professional to join our team. As an Associate Financial Advisor, you will play a key role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities.Key Responsibilities:Support the development of the agency operation through the...

  • Associate Financial Advisor in Peterborough

    2 weeks ago

    Peterborough, Ontario, Canada Co-operators Full time

    Job Summary:We are seeking a highly motivated and results-driven Associate Financial Advisor to join our team in Peterborough. As a key member of our Distribution team, you will play a crucial role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities.Key Responsibilities:Support the development of...

  • Associate Financial Advisor in Peterborough

    2 weeks ago

    Peterborough, Ontario, Canada Co-operators Full time

    Job Summary:We are seeking a highly motivated and results-driven Associate Financial Advisor to join our team at Co-operators in Peterborough. As a key member of our Distribution team, you will play a crucial role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities.Key Responsibilities:Support the...

Financial Services Associate

3 months ago

Peterborough, Ontario, Canada CIBC Full time

Become a Financial Services Associate at CIBC

At CIBC, we are committed to creating a client-focused banking experience tailored for today's needs. As a Financial Services Associate, you will be integral to our dynamic banking environment, delivering customized solutions that empower clients to reach their financial aspirations. Your responsibilities will encompass client interaction, relationship cultivation, business growth, and leveraging technology.

Your Key Responsibilities

  • Client Interaction - Assess clients' individual and business priorities, provide a wide range of retail banking services, and develop 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' relatives and acquaintances, recognize potential opportunities for expansion, and engage in community activities to boost the bank's presence.
  • Leveraging Technology - Guide clients in utilizing banking mobile applications for enhanced financial oversight.

Your Qualifications

  • Client-Centric Approach - Focus on customer needs and strive to surpass expectations.
  • Results-Driven - Eager to meet targets and produce tangible outcomes.
  • Attention to Detail - Recognize subtleties and apply analytical thinking in decision-making.
  • Interpersonal Skills - Value relationship-building and maintain a diverse network.
  • Continuous Learner - Enthusiastic about gaining knowledge and remaining inquisitive.
  • Experience - Have 2-3 years of experience in financial advisory roles with proven sales achievements.
  • Professional Credentials - Possess the necessary certifications for financial services.
  • Values-Oriented - Uphold principles of trust, collaboration, and accountability.

What CIBC Provides

At CIBC, we are dedicated to your professional journey and aim to offer tailored rewards, competitive pay, and support for your overall well-being. Our innovative workspaces and resources promote teamwork and problem-solving for client advancement.

Position Details

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

Location: *Location Name*

Note: Information is subject to change based on business requirements.