Financial Services Associate - Montréal

CIBC

Montréal, QC, CA
Competitive salary; incentive pyy available; benef...
Cash management knowledge
Credit and investment understanding
Client file preparation skills
This role involves partnering with Financial Advisors to help high-value clients secure their futures and set up businesses

Job Summary

  • This role involves partnering with Financial Advisors to help high-value clients secure their futures and set up businesses.
  • The position requires flexibility to work evenings, weekends, and potentially multiple banking centres within a reasonable travel distance.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off dedicated to personal growth.

Matching Summary

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

Salary

Competitive salary; Incentive pay available; Benefits including pension and share purchase plan

Skills & Requirements

Must-have

  • Cash management knowledge
  • Credit and investment understanding
  • Client file preparation skills
  • Flexible banking hours availability
  • Willingness to travel between centers

Nice-to-have

  • Strong relationship building abilities
  • Passion for client success
  • Teamwork and collective success mindset
  • Curiosity for continuous learning
  • Respect for diverse perspectives

Key Requirements

  • Legal eligibility to work in Canada
  • Valid work or study permit if applicable
  • On-site full-time work requirement

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter