Financial Services Associate

4 weeks ago

Peterborough, Ontario, Canada CIBC Full time

Position Overview: Financial Services Associate

CIBC is committed to creating a client-focused banking experience tailored for today's needs. As a Financial Services Associate, you will be integral in a vibrant banking environment, delivering tailored solutions that assist clients in reaching their financial aspirations. Your responsibilities will encompass client interaction, relationship cultivation, business growth, and leveraging technology.

Key Responsibilities

  • Client Interaction - Grasp clients' individual and business objectives, provide a wide range of retail banking services, and develop sustainable financial strategies.
  • Relationship Cultivation - Participate in promotional activities to demonstrate your dedication to client success and broaden your professional network.
  • Business Growth - Connect with clients' relatives and acquaintances, recognize opportunities for expansion, and engage in community initiatives to boost the bank's presence.
  • Leveraging Technology - Guide clients in utilizing banking mobile applications for enhanced financial oversight.

Desired Attributes

  • Client-Focused - Prioritize client needs and strive to surpass expectations.
  • Results-Driven - Enthusiastic about achieving targets and delivering impactful outcomes.
  • Detail-Oriented - Attentive to details and employ analytical thinking in decision-making.
  • People-Centric - Find fulfillment in fostering relationships and maintaining a diverse network.
  • Continuous Learner - Eager to gain knowledge and remain inquisitive.
  • Experience - Possess 2-3 years of experience in financial advisory roles with proven sales success.
  • Professional Credentials - Hold relevant certifications in financial services.
  • Values-Driven - Exemplify integrity, collaboration, and accountability.

What We Offer

CIBC is dedicated to aligning with your aspirations, offering personalized rewards, competitive remuneration, and comprehensive support for your well-being. Our innovative environments and resources promote teamwork and effective solutions for client enhancement.

Position Details

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

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

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