Financial Services Associate at CIBC

Join CIBC as a Financial Services Associate in Vancouver, where client focus meets financial expertise. Partner with Financial Advisors to empower clients in securing their financial futures.

In this on-site full-time role within the Personal and Business Banking Team, you will provide administrative and client support while pursuing business growth opportunities. Collaborate with Financial Advisors to address high value clients’ needs, ensuring an excellent service experience. Flexibility to work across multiple banking centres and adapt to various hours is essential for seamless client engagement.

Key Responsibilities:

• Support Financial Advisors with client onboarding and relationships

• Answer inquiries regarding financial products and services

• Organize client files and manage appointment schedules

• Identify business opportunities to enhance team productivity

• Engage clients with a focus on their financial aspirations

Requirements:

• Experience in client services or financial products

• Strong listening and problem-solving skills

• Ability to work flexible hours, including evenings

• Proven organizational abilities in administrative tasks

• Passion for client engagement and relationship building

Shine in a role that values teamwork, accountability, and trust while helping clients achieve their financial goals at CIBC.
#J-18808-Ljbffr