People And Respect Different Perspectives

FinancialServicesAssociate

Vancouver, 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 People And Respect Different Perspectives. Skills: Client engagement, Problem solving, Organizational skills. Partner with Financial Advisors to help high value clients secure their futures and set up their businesses. Provide administrative and client support to seek business growth opportunities”

What You'll Achieve.

Help high value clients secure their futures; Help high value clients set up their businesses; Seek business growth opportunities; Make a difference in your clients' financial success; Help clients meet their financial goals; Improve team productivity; Proactively uncover business opportunities

Industry & Context.

Problems you'll solve

Act like an owner by taking accountability for client issues; Know when to lean on others to find solutions

Eligibility Requirements

Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, On-site full-time, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process

What They're Looking For.

Must Have

Legally eligible to work at the location(s) specified, Valid work or study permit (where applicable)

What You'll Do.

Partner with Financial Advisors to help high value clients secure their futures and set up their businesses

Provide administrative and client support to seek business growth opportunities

Create working relationships while making a difference in your clients' financial success

Answer questions and provide information to clients

Partner with your Financial Advisor to help clients meet their financial goals

Improve team productivity

Proactively uncover business opportunities

How You'll Work.

Team & Collaboration

Partner with Financial Advisors; Help team success; Lean on others to find solutions; Work together to create innovative solutions

Communication Scope

Listen; Ask questions

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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