Financial Services Associate, Imperial Service
- Hamilton, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- You can demonstrate 1 year experience in working with clients and achieving sales results.
- Posting language
- English
- Posted
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
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.
How You’ll Succeed
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.
Hamilton-Gage and Fennell
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
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
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.
How You’ll Succeed
- Client engagement - 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.
- Relationship building - Engage in marketing and outreach activities, uncovering opportunities to support the Advisor team in growing their network and deepening existing relationships.
- Problem solving - 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.
- Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.
- You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
- You’re goal oriented. You’re motivated by accomplishing your sales goals and delivering your best to make a difference.
- 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’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
- You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
- You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
- You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
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
- 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.
Hamilton-Gage and Fennell
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
More about this job
Responsibilities
Support Financial Advisors serving high-value clients through client outreach, sales, and administrative activities, and help recommend products and solutions aligned with clients’ financial goals. Answer client questions, build and deepen relationships, resolve client issues, prepare files, book appointments, maintain schedules, and identify opportunities to grow the business.
Requirements
At least one year of experience working with clients and achieving sales results is required; prior banking experience in a similar role is an asset. Candidates should be goal-oriented, client-focused, collaborative, relationship-minded, curious, and committed to learning and high standards.
Skills
- Analytical Thinking
- Business Growth
- Client Issue Resolution
- Client Service
- Customer Experience
- Financial Products
- Post-Sales Support
- Product Knowledge
- Cash Management
- Credit
- Investment Knowledge
- Wealth Protection
- Relationship Building
- Sales
- Problem Solving
- Organizational Skills
Benefits
- Competitive Salary
- Incentive Pay
- Banking Benefits
- Benefits Program
- Defined Benefit Pension Plan
- Employee Share Purchase Plan
- Vacation
- Wellbeing Support
- Employee Recognition Program
- Paid Personal Development Day
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
- Administrative
Keywords
- Personal Banking
- Business Banking
- Imperial Service
- Financial Advisory
- High-Value Clients
- Client Outreach
- Sales
- Cash Management
- Credit
- Investments
- Wealth Protection
- Financial Products
- Financial Goals
- Relationship Building
- Marketing
- Client Issue Resolution
- Appointment Booking
- Client Files
- Banking Centre
- Business Development
- Customer Experience
- Teamwork
- Administrative Support