Join CIBC as a Financial Services Associate, where you’ll prioritize client relationships while supporting Financial Advisors. Utilize your skills to help clients manage their financial health.
As a member of CIBC's Personal and Business Banking Team, you will perform key administrative functions, engage with clients, and help facilitate their financial journeys. Your ability to collaborate and solve problems will be essential in this full-time, on-site role, requiring adaptability to work at various banking centers.
Key Responsibilities:
• Collaborate with Financial Advisors for client solutions
• Provide insights on cash management and investment inquiries
• Organize and prepare comprehensive client files
• Identify and pursue new business opportunities
• Take ownership of client issues to find solutions
Requirements:
• Client-first mentality with strong communication skills
• Experience in financial services or related fields
• Organizational and sch...