At a Glance
- Tasks: Engage with high-value clients and support their financial goals.
- Company: Join CIBC, a leader in financial services with a focus on client relationships.
- Benefits: Competitive pay, flexible hours, and opportunities for growth.
- Other info: Dynamic team environment with opportunities to learn and advance.
- Why this job: Make a real difference in clients' financial journeys while building your career.
- Qualifications: Experience in client service and a passion for finance.
The predicted salary is between 41850 - 51150 $ per year.
Support high value clients at CIBC through client engagement, financial product knowledge, and full time on site service in Hamilton-Gage and Fennell.
As a Financial Services Associate on the Imperial Service Team, you will partner with Financial Advisors.
You will support outreach, sales, administrative activities, and relationship building while helping clients pursue financial goals.
The work includes cash management, credit, investment, and wealth protection information.
Key Responsibilities
- Partner with Financial Advisors to support client financial goals
- Conduct client outreach, sales, and administrative activities
- Answer questions about cash management, credit, and investments
- Prepare client files, book appointments, and maintain schedules
- Resolve client issues using questions, listening, and accountability
Requirements
- One year of experience working with clients and achieving sales results
- Prior banking experience is an asset
- Goal oriented approach to accomplishing sales goals
- Passion for relationships, learning, and client focused solutions
- Flexibility to work evenings, weekends, and multiple banking centres
Apply your client service, financial products, and relationship building skills as a CIBC Financial Services Associate.
Financial Services Associate Client Engagement in Hamilton employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
