CIBC

Financial Services

FinancialServicesAssociate

CA$50–65k ~AI est. White Rock, British Columbia, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

Problem solving; Client issue resolution

Eligibility Requirements

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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