Financial Services Associate at CIBC

Enhance client partnerships as a Financial Services Associate with CIBC’s Imperial Service Team in Toronto. Collaborate with Financial Advisors to support high-value clients and secure their financial futures.
In this full-time role, you will assist the team with client outreach, administrative tasks, and sales activities. Your knowledge of cash management, credit, and investment will enable you to address client inquiries effectively. Proactively engage in marketing efforts to uncover client opportunities, all while maintaining a client-first approach for problem resolution and advocacy.

Key Responsibilities:

• Support client outreach and relationship-building initiatives

• Leverage knowledge of financial products to assist clients

• Engage in marketing activities to identify potential clients

• Prepare client files and book appointments for the team

• Work flexible hours to meet client needs
Requirements:

• Minimum of 1 year in client-facing roles

• Banking experience is preferred

• Strong sales orientation and goal-driven

• Excellent communication and teamwork skills

• Proactive in problem-solving and client support
Bring your client-first mindset and financial expertise to CIBC's Imperial Service in Toronto.
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