Financial Services Associate

Canadian Imperial Bank of Commerce; Mississauga; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is looking for a Financial Services Associate to join their Imperial Service Team. This role focuses on building strong relationships with high-value clients and providing essential administrative support. You will leverage your analytical skills and client service expertise to enhance client experiences and drive business growth. The company fosters a collaborative environment where your contributions are valued, and your professional development is prioritized. If you are passionate about helping clients achieve their financial goals and enjoy working in a dynamic team setting, this opportunity is perfect for you.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation

Wellbeing support

Social recognition program

Qualifications

• Strong client engagement and problem-solving skills.
• Ability to manage client files and appointments effectively.

Responsibilities

• Partner with Financial Advisors to support high-value clients.
• Provide administrative support and seek business growth opportunities.

Skills

Analytical Thinking

Business Growth

Client Issue Resolution

Client Service

Customer Experience (CX)

Financial Products

Post-Sales Support

Product Knowledge

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 Imperial Service 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 will create strong working relationships while making a difference in your clients' financial success. You must be flexible to work our banking centre hours, which may include evenings and weekends. To deliver a great client experience, you should be willing to work at multiple banking centres within a reasonable travel distance.

At CIBC, we enable an on-site full-time work environment to help you thrive in your role.

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 empathize with clients. Take accountability for client issues and know when to seek assistance to find solutions.

• Organizational skills - Prepare client files, book appointments, and maintain schedules. Help improve team productivity and proactively uncover business opportunities.

Who you are

• You put our clients first. You engage purposefully to find the right solutions and go the extra mile because it’s the right thing to do.

• You engage with your heart and mind. You care about people, respect different perspectives, and learn from others’ experiences.

• You’re passionate about people. You find meaning in relationships, surround yourself with diverse partners, and connect through respect and authenticity.

• You're motivated by collective success. You believe teamwork transforms good ideas into great ones and that an inclusive team can bring a vision to life.

• You love to learn. You are curious and passionate about growing your knowledge.

• Values matter to you. You bring your authentic self to work and embody our values of trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We focus on your strengths and ambitions, creating opportunities to unlock your potential. We aim to offer a meaningful career, not just a paycheck.

• We recognize you in personalized ways, including a competitive salary, incentive pay, banking benefits, a benefits program*, a defined benefit pension plan*, an employee share purchase plan, vacation, wellbeing support, and MomentMakers, our social recognition program.

• Our spaces and technological tools facilitate collaboration and innovation to benefit our clients.

• We foster a culture where you can pursue your ambitions through initiatives like Purpose Day, a paid day off dedicated to 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. We welcome applicants with diverse abilities and provide accessible candidate experiences. If you need accommodations, contact [e-mail]

• You must be legally eligible to work at the specified location(s) and have the necessary permits if applicable.

• We may require you to complete assessments, including skills tests or simulations, to learn more about your capabilities and provide you with information about us.

Job Location

Mississauga-1CityCentreDr.#210

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge