CIBC
Financial Services
FinancialServicesAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Services Associate at CIBC. Skills: Client engagement, Problem solving, Organizational skills. Partner with Financial Advisors. Provide administrative support”
What You'll Achieve.
Make a meaningful impact; Make a difference in clients' financial success
Industry & Context.
Problem solving; Client issue resolution
Work banking centre hours, Work evenings, Work weekends, Work at multiple banking centres
What They're Looking For.
Must Have
Legally eligible to work, Valid work or study permit
Nice to Have
Attribute-based assessment, Skills test
What You'll Do.
Partner with Financial Advisors
Provide administrative support
Provide client support
Seek business growth opportunities
Create working relationships
Answer client questions
Provide information to clients
Help clients meet financial goals
Ask clients questions
Take accountability for client issues
Find solutions for client issues
Book client appointments
Maintain client schedules
Improve team productivity
Uncover business opportunities
How You'll Work.
Team & Collaboration
Partner with Financial Advisors; Help team success
Full 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.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** As 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 succeed** * **Client 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 are** * **You put our c
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