Financial Services Associate

Job Description

Overview

CIBC Prince George, British Columbia, Canada

Join to apply for the Financial Services Associate role at CIBC.

Location: Prince George, British Columbia, Canada. Employment type: Regular. Weekly hours: 37.5.

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.

On-site full-time work is expected to enable the work environment most optimal for you to thrive in your role.

Responsibilities

• Client engagement - Leverage 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. Take accountability for client issues and know when to lean on others to find solutions.
• Organizational skills - Prepare client files, book appointments, and maintain schedules. Help the team succeed by improving productivity and proactively uncovering business opportunities.

Qualifications / Who You Are

• You put our clients first and engage with purpose to find the right solutions.
• You engage with your heart and mind, respect different perspectives, and listen to learn from others.
• You’re passionate about people and relationships, and you value a diverse network of partners.
• You’re motivated by collective success and believe in teamwork to bring ideas to life.
• You love to learn and are curious, with a strong willingness to grow your knowledge.
• You value trust, teamwork, and accountability, and bring your authentic self to work.

What CIBC Offers

• Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.
• A modern workspace with tools to collaborate and deliver innovative solutions for clients.
• A culture that supports growth through initiatives like Purpose Day (a paid day off for personal growth).
• Subject to plan and program terms and conditions.

What You Need To Know

• CIBC is committed to an inclusive environment where all team members and clients feel they belong. We provide an accessible candidate experience; if you need accommodation, contact Mailbox.careers-carrieres@cibc.com.
• You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
• You may be asked to complete assessments and other tests (e.g., skills tests, language proficiency, MS Office). The process helps us learn more about you and for you to learn more about us.

Job Details

• Job Location: Prince George-Spruceland Centre
• Employment Type: Regular
• Weekly Hours: 37.5
• Skills: Bank Compliance, Digital Literacy, Financial Processing, Financial Products, Online Banking