CIBC is seeking a Financial Services Associate to join their Personal and Business Banking Team in Sudbury, ON. This role involves partnering with Financial Advisors to support high-value clients, providing administrative assistance, and helping clients achieve their financial goals. The associate will focus on client engagement, problem-solving, and organizational tasks to contribute to business growth and client success. The position is on-site and requires flexibility to work various banking centre hours, including evenings and weekends, and potentially at multiple banking centres.
Partner with Financial Advisors to support high-value clients and businesses.,Provide administrative and client support to foster business growth opportunities.,Create strong working relationships to positively impact clients' financial success.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.,Leverage knowledge of cash management, credit, investment, and wealth protection to assist clients.,Actively engage with clients to understand their needs and provide information.,Prepare client files, book appointments, and manage schedules.,Improve team productivity and identify business opportunities proactively.
Client-focused approach, committed to finding effective solutions.,Empathetic and respectful of diverse perspectives.,Values collaboration and teamwork.,Eager to learn and grow knowledge.,Demonstrates trust, teamwork, and accountability.
37.5 hours/week, flexible to include evenings and weekends.
Must be flexible to work banking centre hours (evenings/weekends) and at multiple banking centres.
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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