Talent.com
Financial Services Associate
Financial Services AssociateCanadian Imperial Bank of Commerce • Vaughan, Ontario, Canada
No longer accepting applications
Financial Services Associate

Financial Services Associate

Canadian Imperial Bank of Commerce • Vaughan, Ontario, Canada
30+ days ago
Job type
  • Full-time
Job description

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What youll be doing

As a member of the Imperial Service Team youll partner with Financial Advisors tohelp high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team youll provide administrative and client support to seek business growth create strong working relationships while making a difference in your clients financial success. Youre flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience youre 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 youll be on-site full-time.

How youll 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.

  • Problem solving - Listen ask questions and put yourself in the clients 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.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

  • You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

  • Youre 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.

  • Youre 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. Youre passionate about growing your knowledge. You have a strong sense of curiosity.

  • Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.

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

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities were 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

Hwy 400 & Major Mackenzie Dr

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

Required Experience:

IC


Key Skills
Aeronautical,Anti Money Laundering,ASP.NET,Dcom,ABAP,Manufacturing
Experience: years
Vacancy: 1
Create a job alert for this search

Financial Services Associate • Vaughan, Ontario, Canada

Similar jobs
Client Services Associate

Client Services Associate

Watson Investments • Oakville
Full-time
Watson Investments is a family-owned wealth management firm based in downtown Oakville.Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wea...Show more
Last updated: 30+ days ago • Promoted
Financial Services Administrative & Operations Associate

Financial Services Administrative & Operations Associate

Essential HR • Mississauga
Full-time
A financial services firm in Mississauga is seeking a full-time Administrative Assistant to support Advisors and financial operations.The ideal candidate should have a background in finance or busi...Show more
Last updated: 30+ days ago • Promoted
Private Equity Fund Client Services Lead

Private Equity Fund Client Services Lead

Apex Group Ltd (UK Branch) • Mississauga
Full-time
A leading global fund administration firm based in Mississauga is looking for a client relationship manager with over 5 years of experience.The role involves managing relationships with private equ...Show more
Last updated: 1 day ago • Promoted
Client Services Associate - Cappit Solutions

Client Services Associate - Cappit Solutions

Cappit Solutions • burlington, on, ca
Temporary
Cappit Solutions is a modern and forward-thinking accounting firm based in Toronto, dedicated to supporting businesses with a wide range of financial services.We are committed to delivering excepti...Show more
Last updated: 4 days ago • Promoted
Member-Centric Financial Services Advisor

Member-Centric Financial Services Advisor

Meridian Credit Union Ltd • Grimsby, Niagara Region, CA
Full-time
A leading credit union in Canada is seeking a Financial Services Representative in Grimsby.The role involves understanding Member financial needs and offering suitable solutions, maintaining privac...Show more
Last updated: 30+ days ago • Promoted
Client Experience Associate

Client Experience Associate

Prime Quadrant • mississauga, ON, ca
Full-time
About Prime QuadrantPrime Quadrant serves over 240 affluent families, with approximately CAD 22 billion in Assets under Consultation.Our mission is to empower families for the future and assist the...Show more
Last updated: 16 days ago • Promoted
Associate Position Supporting Investment Advisors with Client Service

Associate Position Supporting Investment Advisors with Client Service

Richardson Wealth • Burlington, Halton Region, CA
Full-time
Elevate your career as an Associate in a dynamic wealth management environment.Focus on high-level client service, investment analysis, and administrative support in a growth-oriented team.As an As...Show more
Last updated: 3 days ago • Promoted
Associate

Associate

Northwood Family Office • mississauga, ON, ca
Full-time
SINGLE FAMILY OFFICE OVERVIEWThis role will be an integral part of NFO’s Single Family Office team.This team serves UHNW clients that form some of Canada’s wealthiest families.This client segment h...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Associate – Client Services

Wealth Management Associate – Client Services

RBC Dominion Securities • Vaughan
Full-time
A leading investment firm in Vaughan seeks an Associate focused on exceptional client service and support.The role involves maintaining client accounts, addressing inquiries, and aiding the Advisor...Show more
Last updated: 13 days ago • Promoted
Wealth Associate -Hybrid Client Service & Portfolio Support

Wealth Associate -Hybrid Client Service & Portfolio Support

National Bank of Canada • Oakville
Full-time
A leading financial institution in Canada is seeking a Wealth Associate to support investment advisors in delivering exceptional customer service.The ideal candidate should have a college diploma a...Show more
Last updated: 12 days ago • Promoted
Client Services Lead - Private Equity Fund Accounting

Client Services Lead - Private Equity Fund Accounting

Apex Group • Mississauga
Full-time
A global fund administration firm in Mississauga is seeking a Client Service Manager specializing in Private Equity Fund Accounting.The role requires leading client relationships, managing audits, ...Show more
Last updated: 3 days ago • Promoted
Financial Service Representative

Financial Service Representative

goeasy Ltd. • Mississauga
Full-time
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of.Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show more
Last updated: 2 days ago • Promoted
Finance Private Tutoring Jobs Bond Head

Finance Private Tutoring Jobs Bond Head

Superprof • Bond Head, Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted
Cash Applications Associate

Cash Applications Associate

GFL Environmental Inc. • Vaughan, York Region, CA
Full-time
Cash Applications Associate page is loaded## Cash Applications Associatelocations: Vaughan, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: R33640The Cash Applications Associa...Show more
Last updated: 23 days ago • Promoted
Financial Business Services Coordinator for Client Billing Solutions

Financial Business Services Coordinator for Client Billing Solutions

Securitas Technology Canada • Mississauga
Full-time
Become a pivotal part of the financial coordination process by effectively managing client billing needs.This role focuses on billing support, client account reconciliation, and problem resolution ...Show more
Last updated: 1 day ago • Promoted
Organizational Wellbeing Advisor (E-Volunteer) - Spanish Required

Organizational Wellbeing Advisor (E-Volunteer) - Spanish Required

Cuso International • King, Ontario
Permanent
Online placement (E-Volunteer).Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Support the journey to becoming a caring org...Show more
Last updated: 5 days ago • Promoted
Financial Services Associate - Licensed - Full Time

Financial Services Associate - Licensed - Full Time

Meridian Credit Union • Burlington, Halton Region, CA
Full-time
At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity and meet peop...Show more
Last updated: 13 days ago • Promoted
Business Processing Associate - CI Financial

Business Processing Associate - CI Financial

CI Financial • mississauga, on, ca
Full-time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show more
Last updated: 16 days ago • Promoted