This role is for a Financial Services Associate within the Personal and Business Banking Team, specifically in the Imperial Service Team at CIBC. The associate will support Financial Advisors in assisting high-value clients with their financial planning and business needs. Key aspects include administrative support, client engagement, problem-solving, and organizational tasks, with a focus on building strong client relationships and identifying business growth opportunities.
Partner with Financial Advisors to help high-value clients secure their futures and set up their businesses.,Provide administrative and client support to seek business growth opportunities.,Create strong working relationships while making a difference in clients' financial success.,Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.,Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide information.,Listen, ask questions, and take accountability for client issues, knowing when to collaborate for solutions.,Prepare client files, book appointments, and maintain schedules.,Improve team productivity and proactively uncover business opportunities.
Experience with cash management, credit, investment, and wealth protection.,Strong client engagement skills.,Problem-solving abilities.,Excellent organizational skills.,Ability to engage with purpose to find solutions.,Care for people and respect different perspectives.,Passion for people and building relationships.,Motivated by collective success and teamwork.,Passion for continuous learning and growing knowledge.,Strong sense of curiosity.,Adherence to CIBC values: trust, teamwork, and accountability.
37.5 hours/week
Must be legally eligible to work at the specified location(s). May require completion of an attribute-based assessment and other skills tests (e.g., simulation, coding, French proficiency).
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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