Financial Services Associate

CIBC•Vaughan, ON

8d•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 and build their businesses. As a Financial Services Associate in the Imperial Service Team, you will provide administrative and client support to seek business growth opportunities. You’ll build strong working relationships and have a meaningful impact on clients and their financial success.

Requirements

Analytical Thinking
Banking
Client Service
COINS systems
Customer Service
People Management
Personal Development
Team Success
Teamwork
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process.

Responsibilities

Leverage your 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.
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.
Enable team success by improving team productivity and proactively uncovering business opportunities.