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Added 1 hour ago
Investment Banking Analyst/Associate (Future Opportunities)
Raymond James
Toronto, ON
Full-time
The Analyst/Associate position will offer the opportunity to gain significant business development and transaction experience. Drawing on previous experience, the ideal candidate will have…
Added 3 hours ago
Private Trust Client Service Associate
TD
Calgary, AB
Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 3 hours ago
PIA Client Service Associate
TD
Victoria, BC
Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 8 hours ago
Associate
RBC
Burlington, ON
Full-time
The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing…
Added 8 hours ago
Associate
RBC
Guelph, ON
Full-time
We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and…
Added 8 hours ago
Investment Associate
RBC
Coquitlam, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 9 hours ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private…
Added 10 hours ago
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
Winnipeg, MB
Full-time
We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client…
Added 10 hours ago
Wealth Associate Sudbury
MD Financial Management | Gestion financière MD
Sudbury, ON · Greater Sudbury, ON
Full-time
The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 10 hours ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private…
Added 10 hours ago
PIA Client Service Associate
TD
Toronto, ON
Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 10 hours ago
Senior Customer Experience Associate - Panorama Place, BC (30Hours/Week)
Scotiabank
Panorama, BC
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 10 hours ago
Customer Experience Associate - Cumberland Plaza, Saskatoon, SK (15 hours/week)
Scotiabank
Saskatoon, SK
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 10 hours ago
Customer Experience Associate - Panorama Place,Surrey, BC (15Hours/Week)
Scotiabank
Panorama, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 11 hours ago
Wealth Associate
National Bank of Canada
Brossard, QC
Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 11 hours ago
Business Development Associate, Wealth Management
Canaccord Genuity Group Inc.
Toronto, ON
Full-time
Canaccord Genuity Wealth Management is seeking a Business Development Associate to support our advisor recruiting efforts. In this role, the ideal candidate will identify, contact, and…
Added 12 hours ago
Associate Product Manager
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 12 hours ago
Wealth Associate
National Bank of Canada
Montreal, QC
Full-time
A career as a Wealth Associate in the Exclusive Remote Advisory Services team at National Bank means supporting our clients in achieving their life goals. In this role, you help National…
Added 12 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotia Wealth Management
Markham, ON
Full-time
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 12 hours ago
Associate, Global Investment Banking
CIBC
Toronto, ON
Full-time
…financial services landscape, such as banks, insurance, asset & wealth management, and specialty finance companies. There is an extensive amount of interaction with other groups within the…
Added 12 hours ago
Wealth Associate Sudbury
Scotiabank
Sudbury, ON
The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 12 hours ago
Investment Associate, Nesbitt Burns
BMO
Brossard, QC
Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 13 hours ago
Wealth Operations Analyst I - TD Asset Management
TD
Toronto, ON · Regina, SK
Full-time
Minimum 2 - 3 years of experience in Investment Operations, Asset Management Operations, Wealth Operations, Fund Accounting, or a related financial services environment.
Added 13 hours ago
Private Client Service Associate
Connor, Clark & Lunn Private Capital Ltd.
Vancouver, BC
We are looking a Private Client Service Associate for an existing vacancy in our our Vancouver office. In this role, you will be a member of a collaborative and client focused team…
Added 14 hours ago
Client Service Associate
The Vantage Talent Group
Calgary, AB
$55,000 to $65,000 CAD / year
Full-time
They are looking to add a Client Service Associate to their team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys working closely with…

CIBC

Client Service Associate-Bilingual

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Sep 28, 2026

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Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

Client Service – Greet customers arriving for meetings and arrange contact with appropriate Private Banking Centre staff. Handle walk-in high value customer's basic transactional banking needs and requests (e.g., deposits, withdrawals, over-limits to ABM, requests for drafts, cheque certification, foreign currency, etc.). Demonstrate the functionality of self-serve banking equipment to customers as requested; assist customers with selection of secret codes, replacing damaged convenience cards increasing limits, adding new accounts, and updating customer information.
Operational Excellence - Respond to incoming telephone calls and clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. Manage all fax requests for money orders, drafts, currency exchanges, etc. and ensure all requests are ready for customer to pick up in the branch. Complete complex investigations for clients concerning account activity.
Administrative Support – Balance cash holdings, branch clearings, debits and credits from customer transactions. Complete all remaining administrative duties including maintaining, balancing, verifying and checking (e.g., balance suspense accounts, payroll preparation). Oversee and manage administration including maintenance of office equipment and supplies, and coordination of office functions and events, respond to incoming telephone calls and distribute incoming mail, faxes, etc. as appropriate.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You can demonstrate experience with debit and credit entries, balancing cash, foreign currency transactions etc., in order to process customer transactions. Knowledge of convenience and high value products and services sufficient to complete customers transactional private banking needs and respond to general questions regarding the high value offer.
You are a strong communicator. You are able to communicate effectively to staff and clients and have problem solving skills sufficient to resolve numerous issues and conflicts.
You're fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
Subject to plan and program terms and conditions

What You Need To Know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Mont-1155 Rene Levesque O-1125

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

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More about this job

Responsibilities

Provide service to Private Banking clients by handling transactional banking requests, answering inquiries, and coordinating with appropriate branch staff. Process payments and wire requests, investigate account activity, balance cash and transactions, and manage branch administrative tasks and office operations.

Requirements

Candidates should have experience with debit and credit entries, cash balancing, foreign currency transactions, and knowledge of convenience and high-value banking products. Strong communication and problem-solving skills are required, along with fluency in French and English.

Skills

Client Service
Cash Handling
Cash Balancing
Foreign Currency Transactions
Transaction Banking
Wire Transfers
Payment Processing
Account Reconciliation
Administrative Support
Problem Solving
Critical Thinking
Communication
Product Knowledge
Customer Experience
French
English

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Client Service
Transactional Banking
Cash Handling
Cash Balancing
Debit Entries
Credit Entries
Foreign Currency
Wire Transfers
Visa Payments
Tax Payments
Bill Payments
Money Orders
Bank Drafts
Cheque Certification
Account Investigations
Account Reconciliation
Branch Clearings
Suspense Accounts
Payroll Preparation
Convenience Cards
Self-Service Banking
High-Value Banking Products
Administrative Support
Office Operations
French
English

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