Financial Services Associate
2 weeks ago
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
**Job Description**:
What you'll be doing
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
- At CIBC we enable the work environment most optimal for you to thrive in your role. T_
- o successfully perform the work, you’ll be on-site full-time._
How you’ll succeed- Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.- Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.- Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.
Who you are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.- You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.- You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.- You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC offers
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 aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program- 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- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
6850 RUE JEAN - TALON EST
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Bank Compliance, Digital Literacy, Financial Processing, Financial Services, Online Banking
-
Financial Services Associate
3 days ago
Saint-leonard, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Associate Advisor
2 days ago
Saint-leonard, Canada Manulife Wealth Inc. Full time**Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...
-
Saint-leonard, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Service Coordinator/scheduler
7 days ago
Saint-leonard, Canada Troy Life & Fire Safety Ltd. Full time**Troy Life & Fire Safety Ltd. **is one of the largest suppliers of Fire Alarm, Fire Suppression, Security, Nurse call and Communications Systems in Canada. Proudly Canadian, we are an employee owned company with over 1000 people in 28 locations coast to coast. An entrepreneurial company with a legacy of success, we pride ourselves on having a team of...
-
Analyste Financier
7 days ago
Saint-leonard, Canada Balcan Innovations Inc. Full time_**English will follow **_ - **Description du Poste**_ Balcan est actuellement à la recherche d’un analyste financier pour mettre en œuvre et gérer des systèmes et des processus de rapports financiers, d’établissement des coûts et de contrôle interne tout en dirigeant, de manière pratique, une équipe financière centrée sur le...
-
Associate Financial Advisor
1 week ago
Saint-Hubert, Canada Services Financiers Gingras Monette Full timeEducation: Bachelor's degree - Experience: 2 years to less than 3 years - Finance, general - Financial planning and services **Certificates, licences, memberships, and courses**: - Canadian Securities Course (CSC) **Area of work experience**: - Mutual funds **Area of specialization**: - Financial planning - Wealth management **Work conditions and physical...
-
Financial Services Associate
2 days ago
Saint-Hubert, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Planificateur Financier
1 hour ago
Saint-leonard, Canada National Bank of Canada Full timeUne carrière à la Banque Nationale en tant que Planificatrice ou Planificateur financier, c'est d’assurer un rôle d’expert-e en planification financière pour conseiller la clientèle selon l’atteinte de ses objectifs de vie par l’élaboration de son plan financier. Ce rôle te permet de développer tes relations d'affaires, ton rôle-conseil et...
-
Financial Services Representative
2 weeks ago
Saint-Jean-sur-Richelieu, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Business Services Sales Representative
3 days ago
Saint-leonard, Canada Services jobillus Plus Full timeEducation: Secondary (high) school graduation certificate - Experience: 2 years to less than 3 years **Financial benefits**: - Bonus - Commission - Mileage paid **Other benefits**: - Parking available - Work Term: Permanent - Work Language: French - Hours: 40 hours per week