Expert Financial Partnership Specialist

4 weeks ago


Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time
Job Description

We're seeking a talented Financial Services Associate to join our Personal and Business Banking Team at the Canadian Imperial Bank of Commerce.

Key Responsibilities
  • Partner with Financial Advisors to deliver exceptional client experiences, helping high-value clients secure their futures and establish their businesses.
  • Provide administrative and client support to identify business growth opportunities in the Imperial Service Team.
  • Offer flexible working hours, including evenings and weekends, to ensure seamless service delivery across multiple banking centres within a reasonable travel distance.
About the Role

This role involves providing expert advice on cash management, credit, investments, and wealth protection to answer clients' questions and provide information. You will partner with your Financial Advisor to help clients achieve their financial goals.

What We Offer
  • A competitive salary of approximately $65,000 per year based on location and experience.
  • Incentive pay and comprehensive benefits package, including a defined benefit pension plan and employee share purchase plan.
  • Opportunities for professional development and career advancement.
  • A diverse network of partners and a supportive work environment.
Requirements
  • Candidate must be legally eligible to work at the specified location and possess a valid work or study permit, if applicable.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in MS Office and French language proficiency is an asset.
Bonus Skills
  • Bank Compliance
  • Customer Service
  • Digital Literacy
  • Establishing and Maintaining Interpersonal Relationships
  • Financial Processing
  • Financial Products
  • Online Banking
  • Organizational Efficiency
  • Resolving Conflicts and Negotiating with Others


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