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1 день назад

Financial Services Associate (Financial Products)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
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Описание вакансии

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TL;DR
Financial Services Associate (Financial Products): Supporting high-value clients and Financial Advisors with banking, credit, investment, and wealth protection needs with an accent on client engagement, administrative coordination, and business growth. Focus on resolving client issues, maintaining client files and schedules, and identifying opportunities to improve the client experience.

Location: Vancouver-Lonsdale & 16th, Vancouver, BC; on-site full-time

Company

CIBC is a relationship-oriented bank providing personal and business banking services.

What you will do

  • Partner with Financial Advisors to support high-value clients and help them secure their financial futures and establish businesses.
  • Provide administrative and client support within the Imperial Service Team.
  • Answer client questions about cash management, credit, investments, and wealth protection.
  • Prepare client files, book appointments, and maintain schedules.
  • Identify business growth opportunities and improve team productivity.
  • Work banking centre hours, including possible evenings and weekends, and support multiple banking centres within a reasonable travel distance.

Requirements

  • Knowledge of cash management, credit, investment, and wealth protection products.
  • Strong client engagement, problem-solving, listening, and organizational skills.
  • Ability to take accountability for client issues and collaborate on solutions.
  • Ability to work full-time on-site and travel between multiple banking centres within a reasonable distance.
  • Legally eligible to work at the specified location; a valid work or study permit may be required.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits and an employee benefits program.
  • Defined benefit pension plan and employee share purchase plan.
  • Vacation offering, wellbeing support, and a social recognition program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible work environment focused on trust, teamwork, accountability, and continuous learning.

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