Financial Services Associate, Imperial Service

Canadian Imperial Bank of Commerce (Canada); Hamilton; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Banking benefits

Wellbeing support

MomentMakers recognition program

Employee share purchase plan

Vacation offering

Job summary

CIBC in Hamilton is seeking a Financial Services Associate to support the Personal and Business Banking Team. You’ll work with Financial Advisors to help high-value clients secure their futures, handle outreach, sales and administrative tasks, and recommend suitable products and solutions.

Flexibility to work banking centre hours, including evenings and weekends, and travel to multiple centres within a reasonable distance.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Banking experience in a similar capacity is an asset.
• Goal-oriented with a drive to meet sales targets while helping clients.

Responsibilities

• Engage clients using knowledge of cash management, credit, investments and protection.
• Partner with Financial Advisors to help clients meet financial goals.
• Build relationships through outreach, marketing and opportunity development.
• Listen, ask questions and take ownership to resolve client issues.
• Prepare client files, appointments and maintain schedules to support the team.

Skills

Analytical Thinking

Business Growth

Client Issue Resolution

Client Service

Customer Experience

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 Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to build relationships with clients and recommend the right products and solutions to meet their financial goals. 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.
• Relationship building - Engage in marketing and outreach activities, uncovering opportunities to support the Advisor team in growing their network and deepening existing relationships.
• 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 can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity. You’re goal oriented. You’re motivated by accomplishing your sales goals and delivering your best to make a difference. 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’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. You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 [e-mail] CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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

Hamilton-Gage and Fennell

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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.