We’re building a relationship-oriented bank for the modern world. 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’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.
To successfully perform the work, you’ll be on-site full-time.
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.
Help team success by improving team productivity and proactively uncovering business opportunities.
It’s an asset if you have prior banking experience in a similar capacity.
You find meaning in relationships, and surround yourself with a diverse network of partners. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking advantages, 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.
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. Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
📌 Financial Services Representative- Full Time (Canada)
🏢 CIBC
📍 Canada