Financial Services Associate

CIBC

Bracebridge, CA
Client engagement
Cash management knowledge
Credit knowledge
As a Financial Services Associate, you will partner with Financial Advisors to help high value clients secure their futures and set up their businesses

Job Summary

  • As a Financial Services Associate, you will partner with Financial Advisors to help high value clients secure their futures and set up their businesses.
  • You will provide administrative and client support to seek business growth opportunities and create strong working relationships.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

As a Financial Services Associate, you will partner with Financial Advisors to help high value clients secure their futures and set up their businesses.

Skills & Requirements

Must-have

  • Client engagement
  • Cash management knowledge
  • Credit knowledge
  • Investment knowledge
  • Wealth protection knowledge
  • Administrative support
  • Client support

Nice-to-have

  • Relationship-oriented
  • Problem solving skills
  • Organizational skills
  • Teamwork
  • Curiosity
  • Values driven

Key Requirements

  • Legally eligible to work
  • Valid work or study permit (where applicable)

Work Rights

Not specified

Tailored Resume

Cover Letter