Financial Services Associate

CIBC; Mississauga; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading bank as a Financial Services Associate, where you'll partner with Financial Advisors to support high-value clients. You'll provide administrative assistance and foster relationships to enhance clients' financial success while working full-time on-site.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Social recognition program

Qualifications

• Strong knowledge of cash management and credit.
• Ability to engage with clients and provide solutions.

Responsibilities

• Provide administrative and client support to seek business growth opportunities.
• Create strong working relationships with clients.

Skills

Bank Compliance

Digital Literacy

Financial Processing

Financial Products

Online Banking

Job description

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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 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, book appointments, and maintain 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.

• Recognition in meaningful 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 recognition program.
• Our spaces and technological toolkit will make it simple to create innovative solutions for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for your growth and development.

What You Need To Know

• CIBC is committed to creating an inclusive environment. We seek applicants with a wide range of abilities and provide accessible candidate experience. If you need accommodation, please contact [e-mail]
• You need to be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable.
• We may ask you to complete assessments and skills tests to learn more about you and for you to learn more about us.

Job Details

Location: 31 Lakeshore Rd

Type: Regular, Full-time

Weekly Hours: 37.5

Skills

Bank Compliance, Digital Literacy, Financial Processing, Financial Products, Online Banking