Financial Services Associate, Imperial Service

CIBC; Mississauga; On-site; CAD 45,000 - 65,000; Full time

Job summary

CIBC is expanding its Personal and Business Banking Team in Mississauga, requiring a Financial Services Associate to support high-value clients and assist Financial Advisors. This on-site, full-time role involves engaging clients, handling administrative tasks, and identifying growth opportunities while traveling between banking centres as needed.

You will contribute to client success through proactive service, problem solving, and collaboration, in a values-driven environment that prioritizes

Qualifications

• Client engagement with cash management, credit, investment knowledge
• Ability to listen, ask questions, and take ownership of client issues
• Strong organizational skills for preparing client files and scheduling

Responsibilities

• Partner with Financial Advisors to help clients meet financial goals.
• Provide administrative and client support to seek business growth opportunities.
• Develop strong working relationships to impact clients' financial success.
• Be flexible to work banking centre hours and travel to multiple centres.

Skills

Client engagement

Problem solving

Organizational skills

People oriented

Teamwork

Curiosity

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.comWhat you'll be doingAs 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 succeedClient 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 areYou 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.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 OffersAt 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.*Subject to program terms and conditionsWhat you need to knowCIBC 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] 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 permitWe 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.Expected End Date2027-10-31