Financial Services Associate - Pointe-claire

CIBC

Pointe-Claire, QC, CA
Competitive salary; incentive pyy available; banki...
Cash management knowledge
Credit and investment understanding
Client engagement skills
The role involves partnering with Financial Advisors to help high-value clients secure their futures and set up their businesses

Job Summary

  • The role involves partnering with Financial Advisors to help high-value clients secure their futures and set up their businesses.
  • Employees are expected to leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for growth.

Matching Summary

The role involves partnering with Financial Advisors to help high-value clients secure their futures and set up their businesses.

Salary

Competitive salary; Incentive pay available; Banking benefits and pension plan included

Skills & Requirements

Must-have

  • Cash management knowledge
  • Credit and investment understanding
  • Client engagement skills
  • Problem solving abilities
  • Organizational and scheduling skills

Nice-to-have

  • Passion for people and relationships
  • Teamwork and collective success mindset
  • Curiosity and continuous learning attitude
  • Respect for diverse perspectives
  • Authentic client connection

Key Requirements

  • Legal eligibility to work in Canada
  • Ability to work evenings and weekends
  • Willingness to travel between banking centres

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter