Financial Services Associate

What you'll be doing

• 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 strong working relationships while making a difference in clients' financial success.
• Flexible to work banking centre hours, including evenings and weekends.
• Flexible to work at multiple banking centres within a reasonable travel distance.
• Work on-site full-time.

• 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.
• Organizational skills:
  Prepare client files, book appointments, and maintain schedules.
• Help team success by improving productivity and proactively uncovering business opportunities.

• You put our clients first.
• You engage with purpose to find the right solutions.
• You go the extra mile and act with integrity.
• You engage with your heart and mind.
• You care about people and respect different perspectives.
• You listen to and learn from the experiences of others.
• You’re passionate about people and relationships.
• You’re motivated by collective success.
• You understand teamwork and inclusive collaboration.
• You’re passionate about learning and growth.
• You bring your real self to work and live our values – trust, teamwork, and accountability.

• Competitive salary and incentive pay.
• Banking benefits program.
• Defined benefit pension plan.
• Employee share purchase plan.
• Vacation offering.
• Wellbeing support.
• Moment Makers social recognition program.
• Purpose Day – a paid day off dedicated to your growth and development.
• Technological toolkit to innovate and create solutions.

Location:

Burnaby, BC – 3778 Grand Promenade, Unit 410

Employment Type:

Regular

Weekly

Hours:

37.5

Skills:

Bank Compliance, Digital Literacy, Financial Processing, Financial Products, Online Banking

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailb
.