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Financial Services Associate

extra holidays

Remote:

Hybrid

Contract:

Full time

Work from:

Toronto (CA)

Offer summary

Qualifications:

Experience in financial services, Knowledge of cash management, credit and investment.

Key responsabilities:

Support Financial Advisors with clients
Provide administrative support and client interaction
Prepare client files and maintain schedules

CIBC Banking XLarge https://www.cibc.com/

10001 Employees

See more CIBC offers

Job description

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 CIBC.com

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 build their businesses. As a Financial Services Associate in the Imperial Service Team, you will provide administrative and client support to seek business growth opportunities. You’ll build strong working relationships and have a meaningful impact on clients and their financial success.

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. Enable 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 understand different perspectives. You listen 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 build trust through respect and authenticity.
You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
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-carrieres@cibc.com
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 tests (such as simulation, coding, French proficiency, MS Office). 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.