Build trusted client relationships onsite at CIBC as a Financial Services Associate, using banking knowledge, outreach, and sales skills daily.
As part of Personal and Business Banking, you will partner with Financial Advisors supporting high value clients. You will recommend products and solutions aligned with financial goals while contributing to client success. This regular, full time role requires 37.5 weekly hours onsite.
Key Responsibilities:
- Support Financial Advisors serving high value clients
- Conduct client outreach and relationship building activities
- Recommend products and solutions for financial goals
- Answer questions about cash management, credit, and investments
- Prepare files, book appointments, and maintain schedules
Requirements:
- One year of client and sales results experience
- Prior banking experience is an asset
- Knowledge of wealth protection and financial services
- Goal oriented approach to sales accomplishments
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, accountability, and teamwork to CIBC's Imperial Service team while supporting meaningful financial goals.
Financial Services Associate Imperial Service in Ottawa employer: Canadian Imperial Bank of Commerce (Canada)
Canadian Imperial Bank of Commerce (CIBC) fosters a relationship-oriented work culture that empowers employees to make meaningful impacts. The bank emphasizes professional growth through leadership opportunities and a supportive environment, encouraging team members to excel in their roles. With a commitment to client service and community engagement, CIBC offers a dynamic workplace for those passionate about banking.
Contact Details:
Canadian Imperial Bank of Commerce (Canada) Recruitment Team
