Current jobs related to Financial Services Specialist - Oakville - CIBC
-
Performance Specialist, Fixed Operations
2 days ago
Oakville, Canada LGM Financial Services Full timePerformance Specialist, Fixed Operations About You: Are you someone who thrives in dealership environments, builds strong relationships, and takes pride in elevating operational performance? Do you enjoy solving problems, coaching others, and making a meaningful impact on the customer’s experience? If you are energized by partnership, performance and...
-
Client Service Specialist
2 days ago
Oakville, Canada People Corporation Full timeClient Service Specialist page is loaded## Client Service Specialistlocations: Oakville, ONtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR82We are seeking a Client Service Specialist to join our Dobson Toncic team in Oakville. The Client Service Specialist will provide support and assistance to the Senior Account Executive while also...
-
Client-Focused Admin Assistant
4 weeks ago
Oakville, Canada BMO Financial Group Full timeA leading financial services provider in Canada seeks a dedicated Client Support Specialist to assist Investment Advisors. This role involves managing client relationships, coordinating marketing efforts, and enhancing service delivery for a positive client experience. Candidates should possess relevant experience and a degree in a related field, along with...
-
Financial Service Representative
7 days ago
Oakville, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Personal Support Worker
7 days ago
Oakville, Canada Elite Specialist Group Full timeElite Specialist Group is a dynamic organization that deals with Accident Benefit claim assessments, medical devices, in-home care, treatment, and therapy for patients who have been in motor vehicle accidents. We are looking for highly motivated and passionate Personal Support Workers for our clients in Brampton. You will be required to assist with daily...
-
Oakville, Canada People Corporation Full timeA financial services provider in Oakville is seeking a Client Service Specialist to support the Senior Account Executive and drive new business sales. The ideal candidate will have extensive experience in the financial services industry, exceptional communication skills, and proficiency in Microsoft Office. Competitive salary and benefits are offered,...
-
Accounts Payable Specialist | Sage 300 ERP
3 weeks ago
Oakville, Canada Vaco Recruiter Services Full timeA leading recruitment firm based in Oakville, Ontario, seeks a detail-oriented Accounts Payable Specialist. The ideal candidate will manage vendor invoices, ensuring accurate coding and processing, and maintain up-to-date financial records. Experience with Sage 300 ERP is essential. The position offers a competitive salary range of $60,000 to $65,000 per...
-
Fixed Ops Performance Coach
2 days ago
Oakville, Canada LGM Financial Services Full timeA leading automotive service provider is seeking a Performance Specialist in Fixed Operations to enhance dealership performance through effective communication and operational improvements. You will act as a primary escalation contact, monitor KPIs, and provide coaching to dealership teams. The ideal candidate has experience in warranty and claims best...
-
Accounts Receivable
7 days ago
Oakville, Canada Blue-Pencil Business Services Inc. Full timePosition Summary The Accounts Receivable & Collections Specialist is responsible for ensuring the accurate and efficient processing of customer payments while actively managing collections to maintain positive cash flow and strong customer relationships. This role also includes preparing consolidated and outsourced vendor invoices, serving as the primary...
-
Financial Analyst
2 weeks ago
Oakville, Canada CSI Leasing, Inc. Full timeFinancial Analyst As one of the largest independent leasing specialists in the world, CSI employees work to provide our customers with superior service and intelligent solutions. We are their resource, not only for financial solutions, but for help with asset management, end-of-life data security, disposal and more - all on a global scale. CSI has been...
Financial Services Specialist
2 days 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
- What you'll be doing
- As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Services Specialist, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. 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. To successfully perform the work, you’ll be on-site full-time._
- How you'll succeed- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.-
- Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.-
- Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future 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’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 act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.-
- You can demonstrate 1 - 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.-
- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.-
- You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME).-
- You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).-
- 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 benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
- Sub
