Financial Services Associate, Imperial Service

CIBC•Ayr, ON

5d•Onsite

About The Position

As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to build relationships with clients and recommend the right products and solutions to meet their financial goals. You'll create strong working relationships while making a difference in your clients' financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

Requirements

1 year experience in working with clients and achieving sales results.
Client engagement
Relationship building
Problem solving
Organizational skills
Goal oriented
Motivated by accomplishing sales goals and delivering your best to make a difference.
Put our clients first.
Engage with purpose to find the right solutions.
Go the extra mile, because it’s the right thing to do.
Passionate about people.
Connect with others through respect and authenticity.
Motivated by collective success.
Know that teamwork can transform a good idea into a great one.
Know that an inclusive team that enjoys working together can bring a vision to life.
Love to learn.
Passionate about growing your knowledge.
Strong sense of curiosity.
Values matter to you.
Bring your real self to work and live our values - trust, teamwork, and accountability.
Analytical Thinking
Business Growth
Client Issue Resolution
Client Service
Customer Experience (CX)
Financial Products
Post-Sales Support
Product Knowledge

Nice To Haves

Prior banking experience in a similar capacity.

Responsibilities

Support the team with client outreach, sales and administrative activities.
Build relationships with clients and recommend the right products and solutions to meet their financial goals.
Create strong working relationships while making a difference in your clients' financial success.
Leverage 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.
Engage in marketing and outreach activities, uncovering opportunities to support the Advisor team in growing their network and deepening existing relationships.
Listen, ask questions, and put yourself in the client’s shoes.
Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
Prepare client files, booking appointments, and maintaining schedules.
Help team success by improving team productivity and proactively uncovering business opportunities.

Benefits

competitive salary
incentive pay
banking benefits
a benefits program
defined benefit pension plan
an employee share purchase plan
a vacation offering
wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development