Financial Associate
Job Description & How to Apply Below
Elevate your career with CIBC as a Financial Services Associate, where client-first service is paramount. Collaborate with Financial Advisors to drive business growth and client satisfaction.
In this integral full-time position within the Imperial Service Team, you will engage with clients, provide admin support, and help tailor strategies for financial success.
Your role will involve working at various banking centers, enhancing flexibility with evening and weekend hours. You’ll use your knowledge of cash management and investment to address client needs effectively.
Key Responsibilities:
• Assist in the administration of client services
• Address inquiries on credit and investment options
• Prepare and organize client documentation
• Proactively uncover business opportunities
• Facilitate appointment scheduling and management
Requirements:
• Proven ability in financial product knowledge
• Strong client engagement and problem-solving skills
• Flexibility to work evenings and weekends
• Genuine commitment to teamwork and collaboration
• Dedication to pursuing client satisfaction
Make a positive impact in clients' financial journeys by joining CIBC’s Personal and Business Banking Team.
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Position Requirements
10+ Years
work experience
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