Financial Services Associate

Drive client success as a Financial Services Associate at CIBC in Burnaby, BC. Collaborate with Financial Advisors to support high-value clients and foster growth opportunities.

This full-time position emphasizes teamwork, client engagement, and problem-solving. You'll provide administrative support while managing client files and schedules, ensuring personalized service. By leveraging your knowledge of cash management and financial products, you will help clients navigate their financial futures and improve business outcomes.

Key Responsibilities:

• Partner with Financial Advisors to assist high-value clients

• Provide administrative and client support for growth

• Prepare client files and maintain appointment schedules

• Improve team productivity by uncovering opportunities

• Engage clients with cash management and investment guidance

Requirements:

• Strong background in financial services or banking

• Excellent organizational and problem-solving skills

• Ability to work flexible hours, including evenings

• Experience with digital banking and financial processing

• Effective interpersonal skills and teamwork mindset

Become an essential part of CIBC's commitment to client success in Burnaby.
#J-18808-Ljbffr