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Job Description & How to Apply Below
As a Financial Services Associate on the Imperial Service Team, you will partner with Financial Advisors. You will support outreach, sales, administrative activities, and relationship building while helping clients pursue financial goals. The work includes cash management, credit, investment, and wealth protection information.
Key Responsibilities:
Partner with Financial Advisors to support client financial goals
Conduct client outreach, sales, and administrative activities
Answer questions about cash management, credit, and investments
Prepare client files, book appointments, and maintain schedules
Resolve client issues using questions, listening, and accountability
Requirements:
One year of experience working with clients and achieving sales results
Prior banking experience is an asset
Goal oriented approach to accomplishing sales goals
Passion for relationships, learning, and client focused solutions
Flexibility to work evenings, weekends, and multiple banking centres
Apply your client service, financial products, and relationship building skills as a CIBC Financial Services Associate.
Position Requirements
10+ Years
work experience
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