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Financial Services Associate

1 month ago

Peterborough, Ontario, Canada CIBC Full time
About the Role

We'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 portfolio of mortgage clients and collaborating with colleagues to deliver exceptional client experiences. Your flexibility to work evenings and weekends will enable you to make a meaningful impact in our clients' lives.

Key Responsibilities
  • Client Engagement: Meet with clients to understand their financial priorities, advise on solutions, and provide a forward-looking financial plan.
  • Relationship Building: Engage in marketing and outreach activities to show clients you value them and their communities.
  • Business Development: Create relationships by networking with clients' families and friends to uncover opportunities and refer to appropriate partners.
  • Leveraging Technology: Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
What We Offer

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

  • We work to recognize you in meaningful, personalized ways, including a competitive compensation package, wellbeing support, and additional offers such as employee and family assistance programs.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
Requirements
  • You put our clients first, engaging with purpose to find the right solutions.
  • You're goal-oriented, motivated by accomplishing your goals and delivering your best to make a difference.
  • You know that details matter, noticing things that others don't, and your critical thinking skills help to inform your decision making.
  • You're passionate about people, finding meaning in relationships and surrounding yourself with a diverse network of partners.
  • You love to learn, passionate about growing your knowledge, and have a strong sense of curiosity.
  • You can demonstrate 2 – 3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations.
  • You're a certified professional, with current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
Why CIBC?

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience.