Financial Services Associate
Vor 5 Tagen
Financial Services AssociateApply to locations: Victoria, BC
Time type: Part time
Posted on: 4 Days Ago
Time left to apply: End Date: November 22, 2024 (9 days left to apply)
Job requisition id: 2424103
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
CIBC.com
What you'll be doing
As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' financial success. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.
How you'll succeed
Client engagement:
Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.
Problem solving:
Listen, ask questions, and put yourself in the client's shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
Organizational skills:
Preparing client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.
Who you are
You put our clients first:
You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You engage with your heart and mind:
You care about people and respect different perspectives. You listen to and learn from the experiences of others.
You're passionate about people:
You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You're motivated by collective success:
You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
You love to learn:
You're passionate about growing your knowledge. You have a strong sense of curiosity.
Values matter to you:
You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds 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 for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ******
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location : Victoria-Oak Bay
Employment Type : Regular
Weekly Hours : 18.75
Skills : Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
#J-18808-Ljbffr
-
Client Associate
vor 3 Wochen
Geelong, Österreich Findex VollzeitAre you ready to expand your wealth career as a Client Associate?Join our Financial Planning team at Findex as a Client Associate in our Geelong / Colac office! The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.This is a permanent, full-time...
-
Client Associate
vor 3 Wochen
Geelong, Österreich Findex VollzeitAre you ready to expand your wealth career as a Client Associate?Join our Financial Planning team at Findex as a Client Associate in our Geelong / Colac office!The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.This is a permanent, full-time position,...
-
Financial Planning Associate
Vor 7 Tagen
Geelong, Österreich Edge Advisory Partners VollzeitEdge Advisory Partners are a Financial Planning business serving regional Victoria and New South Wales with our office locations in Geelong, Merimbula, Ballarat, Shepparton and Echuca.We are passionate about helping businesses and individuals achieve their financial and lifestyle goals.Our aim is to build long-term partnerships with our clients and assist...
-
Financial Planning Associate
Vor 6 Tagen
Geelong, Österreich Tideri Jobbörse VollzeitEdge Advisory Partners are a Financial Planning business serving regional Victoria and New South Wales with our office locations in Geelong, Merimbula, Ballarat, Shepparton and Echuca.We are passionate about helping businesses and individuals achieve their financial and lifestyle goals.Our aim is to build long-term partnerships with our clients and assist...
-
Financial Services Representative Ii
vor 1 Monat
Geelong, Österreich Tideri Jobbörse VollzeitFinancial Services Representative II Financial Services Representative II Locations: Victoria, BC Time Type: Full time Posted on: Posted 2 Days Ago Time left to apply: End Date: October 14, 2024 (6 days left to apply) Job Requisition ID: 2421698 We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals...
-
Financial Services Representative Ii
vor 4 Wochen
Geelong, Österreich Tideri Jobbörse VollzeitFinancial Services Representative II Apply Locations: Victoria, BC Time Type: Full Time Posted On: Posted 3 Days Ago Time Left to Apply: End Date: October 25, 2024 (3 days left to apply) Job Requisition ID: 2420430 We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's...
-
Technical Training Consultant
vor 4 Wochen
Geelong, Österreich Caterpillar Financial Services Corporation VollzeitCareer Area:Product SupportJob Description:Your Work Shapes the World at Caterpillar Inc.When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities.We don't just talk about...
-
Customer Service Team Manager
vor 2 Wochen
Geelong, Österreich Tideri Jobbörse VollzeitOur overall mission is simple: We want Amazon to be the place where our customers can find, discover and buy anything online.Whatever our customers want, we will find the means to deliver it.With your help, Amazon associates will deliver world class service to our customers.Amazon Customer Service is looking to hire a Customer Service Team Manager who has...
-
Mobile Sales Associate
vor 4 Wochen
Geelong, Österreich Tideri Jobbörse VollzeitMobile Sales Associate (Seasonal) Are you passionate about working with people and technology?We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy.As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently...
-
Scotiamcleod Administrative Associate
vor 4 Wochen
Geelong, Österreich Tideri Jobbörse VollzeitTitle: ScotiaMcLeod Administrative Associate - Victoria, BC Requisition ID: 208931As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...
-
Scotiamcleod Administrative Associate
vor 4 Wochen
Geelong, Österreich Scotiabank VollzeitTitle: ScotiaMcLeod Administrative Associate - Victoria, BC Requisition ID: 208931As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...
-
Travel Advisor
vor 1 Monat
Geelong, Österreich Tideri Jobbörse VollzeitJob no: 519890Brand: Travel AssociatesWork type: Full timeLocation: VictoriaCategories: Leisure Travel & RetailAbout the role: As Travel Associates' newest Travel Consultant, you will bring your prior experience as a consultant, GDS expertise, exceptional attention to detail and true passion for ensuring every part of your client's trip is unforgettable to...
-
Financial Planner
Vor 7 Tagen
Geelong, Österreich Edge Advisory Partners VollzeitEdge Advisory Partners are a Financial Planning business serving regional Victoria and New South Wales with our office locations in Geelong, Merimbula, Ballarat, Shepparton and Echuca.We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist...
-
Financial Accountant
vor 4 Wochen
Geelong, Österreich Harvest Human Resources Vollzeit7 months ago, from Harvest Human ResourcesGeelong Bank has been around for 50 years starting as a small firm in Geelong, providing financial support for the employees of Ford Australia and their families.Now, 50 years later their mission is to provide financial products and services that return value to members, workplaces and the local community.About the...
-
Customer Experience Associate
vor 4 Wochen
Geelong, Österreich Tideri Jobbörse VollzeitTitle: Customer Experience Associate - Royal Bay, Victoria, BC (30 hours) Requisition ID: 207645Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role Our Senior Customer Experience Associates are the face, character and heart of our branches.Scotiabank is a place where we put our customers first,...
-
Financial Accountant
vor 4 Wochen
Geelong, Österreich Tideri Jobbörse Vollzeit7 months ago, from Harvest Human Resources Geelong Bank has been around for 50 years starting as a small firm in Geelong, providing financial support for the employees of Ford Australia and their families.Now, 50 years later their mission is to provide financial products and services that return value to members, workplaces and the local community.About the...
-
Sales Associate
vor 1 Monat
Geelong, Österreich casa recruitment VollzeitOur client is one of Australia's most reputable diversified property groups, well-known in Victoria for their exceptional project sales and marketing services across the master-planned community space.Due to their growing pipeline, a new position has been created for a Sales Associate to join their team. This is an exciting time to come on board, with the...
-
Sales Associate
vor 4 Wochen
Geelong, Österreich casa recruitment VollzeitOur client is one of Australia's most reputable diversified property groups, well-known in Victoria for their exceptional project sales and marketing services across the master-planned community space.Due to their growing pipeline, a new position has been created for a Sales Associate to join their team.This is an exciting time to come on board, with the...
-
Chief Financial Officer
vor 3 Wochen
Geelong, Österreich North East Auto Group VollzeitFull time A unique and rare opportunity exists for an experienced Chief Financial Officer to join our fast-paced and dynamic business housing multiple companies and entities.With a national remit and the opportunity to drive financial performance and strategic growth, we are seeking an individual with exceptional commercial acumen and the drive to be a major...
-
Chief Financial Officer
vor 2 Wochen
Geelong, Österreich North East Auto Group VollzeitFull timeA unique and rare opportunity exists for an experienced Chief Financial Officer to join our fast-paced and dynamic business housing multiple companies and entities.With a national remit and the opportunity to drive financial performance and strategic growth, we are seeking an individual with exceptional commercial acumen and the drive to be a major...