Financial Services Associate

Canadian Imperial Bank of Commerce; Summerland; On-site; CAD 100,000 - 125,000; Full time

Job summary

CIBC is seeking a Financial Services Associate in Summerland, BC. The role involves providing support to financial advisors and engaging with clients to help achieve financial goals. Ideal candidates should have strong client service skills and a keen interest in financial products.

Benefits

Competitive salary

Incentives and benefits program

Employee share purchase plan

Vacation offering and wellbeing support

Qualifications

• Entry level position focused on client service and financial products.
• Must have skills in problem-solving and organizational skills.

Responsibilities

• Provide administrative and client support to Financial Advisors.
• Engage with clients to help achieve their financial goals.
• Prepare client files and manage schedules.

Skills

Analytical Thinking

Client Issue Resolution

Customer Experience (CX)

Product Knowledge

Job description

CIBC Summerland, British Columbia, Canada

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CIBC Summerland, British Columbia, Canada

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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, 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 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.

• 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 [emailprotected]
• 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

Summerland-9920 Main St

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

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Banking

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