Financial Services Associate

4 days ago


White Rock, British Columbia, Canada CIBC Full time

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 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. To 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 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.

*Subject to plan and program terms and conditions

What you need to know

  • 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 we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

White Rock-N.Bluff & Johnston

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Administrative Support, Bank Compliance, Business Banking, Cash Management, Client Support, Collaborating, Customer Engagement, Customer Experience (CX), Customer Service, Digital Literacy, Employee Relationships, Financial Processing, Financial Products, Financial Services, Office Administration, Online Banking, Organizational Efficiency, Team Productivity

  • White Rock, British Columbia, Canada CIBC Full time

    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...

  • Financial Planner

    2 weeks ago


    White Rock, British Columbia, Canada TD Full time $60,000 - $70,000

    Work Location:White Rock, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at...

  • Retail Associate

    2 weeks ago


    White Rock, British Columbia, Canada skoah Full time

    The Company:Personal training for your skin is what skoah does. We are a personal skin care company that creates customized, effective and easy to understand skin care programs. skoah. is not just a spa or a store, it's the best of both.We are looking for passionate and energetic retail associates (ckin care coaches) to join our growing team skoah is...


  • White Rock, British Columbia, Canada CIBC Full time

    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...


  • White Rock, British Columbia, Canada Fraser Health Full time $35 - $50

    SalaryThe salary range for this position is CAD $ $49.83 / hour Job SummaryAre you ready to lead a team and ensure a spotless, safe environment in a fast-paced setting? We're hiring a Full-Time Coordinator, Housekeeping Services to join our team at Peace Arch Hospital located in White Rock, B.C. We invite you to apply today and find out why employees...


  • White Rock, British Columbia, Canada TD Securities Full time

    Work Location:White Rock, British Columbia, CanadaHours15Line Of BusinessPersonal & Commercial BankingPay DetailsTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...


  • White Rock, British Columbia, Canada TD Full time

    Work Location:White Rock, British Columbia, CanadaHours:15Line of Business:Personal & Commercial BankingPay Details:-TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...


  • White Rock, British Columbia, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiringProspera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve...

  • Assistant Manager

    1 week ago


    White Rock, British Columbia, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiringProspera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve...


  • White Rock, British Columbia, Canada RBC Full time

    Job DescriptionAre you 1-3 years away from graduation and plan to pursue a career in banking? We have a Student Intern role available for the summer in White Rock, British Columbia.What is the opportunity?Open the door to the first of many opportunities at RBC and experience the challenges and rewards of working in the financial services industry. If you...