As a Financial Services Associate within the Personal and Business Banking Team, specifically the Imperial Service Team at CIBC, you will collaborate with Financial Advisors to assist high-value clients in securing their financial future and establishing their businesses. Your role involves providing administrative and client support to identify growth opportunities, build strong client relationships, and contribute to their financial success.
Partner with Financial Advisors to help high-value clients.,Provide administrative and client support to seek business growth opportunities.,Create strong working relationships with clients.,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 answer client questions and provide information.,Help clients meet their financial goals in partnership with a Financial Advisor.,Listen, ask questions, and understand client perspectives for problem-solving.,Take accountability for client issues and know when to collaborate for solutions.,Prepare client files, book appointments, and maintain schedules (organizational skills).
Flexible banking centre hours, may include evenings and weekends
Comprehensive health and dental coverage, defined benefit pension plan, employee share purchase plan, wellness programs, and flexible work arrangements.
Willingness to work at multiple banking centres within a reasonable travel distance.
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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