Financial Services Associate

Canadian Imperial Bank of Commerce; North Bay; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading bank is seeking a Financial Services Associate to join their Personal and Business Banking Team in North Bay. The role involves partnering with Financial Advisors to support clients in achieving their financial goals through proactive engagement and problem-solving. This full-time position offers a competitive salary and a range of benefits that prioritize professional growth and a supportive work environment.

Benefits

Employee Share Purchase Plan

Wellbeing Support

MomentMakers Recognition Program

Purpose Day

Qualifications

• Experience in banking or financial services preferred.
• Excellent communication and client engagement skills.
• Strong problem-solving abilities and organizational skills.

Responsibilities

• Partner with Financial Advisors to support high value clients.
• Engage with clients to provide financial product information.
• Prepare client files and manage schedules efficiently.

Skills

Bank Compliance

Digital Literacy

Financial Processing

Financial Products

Online Banking

Job description

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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 youll be doing

As a member of the Personal and Business Banking Team youll partner with Financial Advisors tohelp high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team youll provide administrative and client support to seek business growth 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 youre 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 youll be on-site full-time.

How youll 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 clients 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 its 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.
• Youre 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.
• Youre 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. Youre 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

• 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

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.

Job Location

North Bay-Main & Fraser

Employment Type

Regular

Weekly Hours

37.5

Skills

Bank Compliance Digital Literacy Financial Processing Financial Products Online Banking

Required Experience :

Key Skills

Experience : years

Vacancy : 1

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