Financial Services Associate

Partner with Financial Advisors to assist high-value clients in securing their futures and setting up their businesses.,Provide administrative and client support to the Imperial Service Team to foster business growth opportunities.,Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide information.,Collaborate with Financial Advisors to help clients achieve their financial goals.,Actively listen, ask questions, and take accountability for resolving client issues, escalating when necessary.,Organize client files, schedule appointments, and manage schedules effectively.,Contribute to team success by improving productivity and proactively identifying business opportunities.,Be flexible to work banking centre hours, which may include evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.

A client-first approach, focusing on finding the right solutions for clients.,Ability to engage with purpose and go the extra mile for clients.,Empathetic and respectful of diverse perspectives, open to learning from others.,Passionate about building meaningful relationships and connecting with a diverse network.,Motivated by collective success and values teamwork.,Strong desire for continuous learning and knowledge growth.,Embodies values of trust, teamwork, and accountability.,Legally eligible to work at the specified location(s) and possess a valid work or study permit, if applicable.

Must be flexible to work banking centre hours (evenings and weekends) and at multiple banking centres within a reasonable travel distance.