Financial Service Associate - CIBC, Newmarket, ON

About the role

As a Financial Service Associate at CIBC in Newmarket, ON, you will join the Business Banking Team, playing a crucial role in supporting high-value clients. This position involves partnering closely with Financial Advisors to help clients secure their futures and establish their businesses. You will provide essential administrative and client support, actively seeking business growth opportunities and making a tangible difference in your clients' financial success. CIBC is building a relationship-oriented bank, and we need talented professionals dedicated to doing what’s right for our clients. This role requires flexibility to work our banking centre hours, which may include evenings and weekends, and the ability to work at multiple banking centres within a reasonable travel distance to deliver a great client experience.

Responsibilities

In this dynamic role, you will contribute to client success and team productivity through various key responsibilities:

• Client Engagement: Leverage your knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide comprehensive information. You will partner with your Financial Advisor to help clients meet their financial goals.
• Problem Solving: Actively listen, ask insightful questions, and empathise with the client’s perspective. Take accountability for resolving client issues and know when to collaborate with others to find effective solutions.
• Organizational Skills: Efficiently prepare client files, manage appointment bookings, and maintain schedules. You will contribute to overall team success by improving productivity and proactively identifying new business opportunities.

Requirements

CIBC is looking for individuals who embody specific values and possess key attributes:

• You consistently put our clients first, engaging with purpose to find the right solutions and going the extra mile.
• You engage with both your heart and mind, caring about people, respecting diverse perspectives, and learning from the experiences of others.
• You are passionate about people, finding meaning in relationships, and building a diverse network of partners through respect and authenticity.
• You are motivated by collective success, understanding that teamwork transforms ideas and that an inclusive team can bring a vision to life.
• You love to learn, are passionate about growing your knowledge, and possess a strong sense of curiosity.
• Values matter to you; you bring your authentic self to work and live CIBC's core values of trust, teamwork, and accountability.
• You must be legally eligible to work at the specified location(s) and, where applicable, possess a valid work or study permit.

About CIBC

At CIBC, we are committed to building a relationship-oriented bank for the modern world, where your goals are a priority. We embrace your strengths and ambitions, empowering you to make a meaningful impact. Our team members have what they need to thrive and are valued for their contributions. We aspire to offer you a career, not just a paycheck, recognizing you in meaningful ways. CIBC offers a comprehensive package including:

• A competitive salary and incentive pay.
• Banking benefits and a health benefits program.
• A defined benefit pension plan and an employee share purchase plan.
• A vacation offering and wellbeing support.
• MomentMakers, our social, points-based recognition program.

Our modern spaces and technological toolkit are designed 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 to your growth and development. CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong, providing an accessible candidate experience for all applicants.