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Financial Services Associate

1 month ago

Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time
Job Title: Associate Financial Services Specialist

We 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 growth.

Key Responsibilities:
  • Meet with clients to understand their financial needs and provide personalized solutions to help them achieve their goals.
  • Build and maintain strong relationships with clients, identifying opportunities to deepen their engagement and drive revenue growth.
  • Stay up-to-date on industry trends and regulatory requirements, applying this knowledge to provide expert advice to clients.
  • Collaborate with colleagues to develop and implement effective sales strategies, driving business results and exceeding targets.
Requirements:
  • 2-3 years of experience in financial services, with a proven track record of delivering exceptional client experiences and driving business growth.
  • Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining a high level of accuracy and attention to detail.
What We Offer:
  • A competitive compensation package, including a base salary, bonuses, and benefits.
  • A comprehensive training program, designed to help you develop the skills and knowledge you need to succeed in your role.
  • A collaborative and supportive work environment, with opportunities to work with a diverse team of professionals.
  • A comprehensive benefits package, including health, dental, and vision coverage, as well as a retirement savings plan.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.