- Role: Financial Services Associate
- Location: Vancouver, BC
- Company: CIBC
- Salary: Not Disclosed
- Qualifications: Any Graduate or Postgraduate
- Employment Type: Full Time, Permanent
Company Overview:
CIBC, a prominent name within the economic services industry, is dedicated to constructing a courting-orientated financial institution for the current world. They awareness on empowering their group members and fostering a piece surroundings where every employee feels valued and might make a meaningful impact. CIBC is devoted to imparting its clients with pleasant providers and support, and they agree that attaining this aim begins with a supportive and inclusive administrative center.
Financial Services Associate Job Responsibilities:
- Client Engagement: Partnering with Financial Advisors to guide excessive-cost customers in achieving their financial dreams. You will use your expertise in cash control, credit, investments, and wealth safety to offer precious statistics and answer customer inquiries.
- Administrative and Client Support: Offering administrative help and help to Financial Advisors. This consists of preparing consumer files, scheduling appointments, and maintaining organized schedules to make certain smooth operations.
- Problem Solving: Acting as a hassle solver with the aid of listening to consumer issues, asking relevant questions, and imparting answers. You will take possession of patron issues and collaborate with others while having to find effective solutions.
- Business Growth Opportunities: Identifying and uncovering commercial enterprise boom possibilities via proactive engagement and improving team productivity.
Qualifications and Skills:
- Sales Support Experience: Proven revel in in sales support or a similar position in which customer interaction and administrative duties are key obligations.
- Organizational Skills: Strong capability to prepare and manage consumer documents, and e-book appointments, and hold organized schedules.
- Microsoft Office Proficiency: Skilled in using Microsoft Office programs to perform task duties efficaciously.
- Cash Management Knowledge: Understanding of coins management methods and processes.
- French Language Skills: Fluency in French is an asset and can be required depending on consumer needs.
Personal Attributes:
- Client-Centric Focus: Always place the customers first and strive to find the proper solutions tailor-made to their desires.
- Empathy and Respect: Engage with customers and team contributors with empathy, appreciation, and authenticity.
- Team-Oriented: Believe in the strength of teamwork and contribute to collective success.
- Curiosity and Growth: Demonstrate a sturdy choice to analyze and grow professionally, showing interest and exuberance for improvement.
- Values-Driven: Align with CIBC’s core values of consideration, teamwork, and responsibility, and bring your real self to paintings.
What CIBC Offers:
- CIBC presents supportive and worthwhile work surroundings with diverse benefits, such as:
- Competitive Salary and Incentive Pay: An earnings package deal that displays your experience and overall performance, together with capacity incentive pay.
- Benefits Program: Comprehensive advantages along with health, dental, and well-being assistance.
- Defined Benefit Pension Plan: A plan that offers monetary security in your future.
- Employee Share Purchase Plan: A possibility to spend money on CIBC and enjoy the employer’s growth.
- Vacation Offering: Generous excursion time to ensure a healthful paintings-life balance.
- MomentMakers Program: A social popularity software that rewards employees for their contributions.
- Purpose Day: A paid day without work committed to non-public increase and improvement.
Company Overview:
CIBC, a prominent name within the economic services industry, is dedicated to constructing a courting-orientated financial institution for the current world. They awareness on empowering their group members and fostering a piece surroundings where every employee feels valued and might make a meaningful impact. CIBC is devoted to imparting its clients with pleasant providers and support, and they agree that attaining this aim begins with a supportive and inclusive administrative center.
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