Financial Services Associate Vancouver
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Support high value clients as a Financial Services Associate at CIBC in Vancouver, using client service and financial product knowledge. This full time, on site role includes banking centre flexibility.
Within CIBC's Personal and Business Banking Team, you'll support Financial Advisors and Imperial Service clients. You'll provide administrative and client support while identifying business growth opportunities. Your work will help clients secure futures, establish businesses, and pursue financial goals.
Key Responsibilities:
- Answer client questions about cash management, credit, investments, and wealth protection
- Partner with Financial Advisors on client financial goals
- Resolve client issues through listening and thoughtful questions
- Prepare files, book appointments, and maintain schedules
- Uncover business opportunities and improve team productivity
Requirements:
- Knowledge of financial products and client service
- Strong organizational and problem solving skills
- Accountability for client issues and resolutions
- Flexibility for evenings, weekends, and multiple banking centres
- Asian language skills considered a very strong asset
Bring financial product knowledge, organization, and client-focused problem solving to CIBC's Imperial Service Team in Vancouver.
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