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CIBC

Runs banking and investment services across North America

Financial Services Associate - Imperial Service

Retail & Commercial BankingPosted on Nov 10
Full-timeMississauga, ON, CanadaNo salary listed

About the Job

Requirements

  • Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide information.
  • Be flexible to work banking centre hours, which may include evenings and weekends.
  • Be flexible to work at multiple banking centres within a reasonable travel distance.
  • Be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Responsibilities

  • Partner with Financial Advisors to help high-value clients secure their futures and establish their businesses.
  • Provide administrative and client support to seek business growth opportunities.
  • Partner with a Financial Advisor to help clients meet their financial goals.
  • Take accountability for client issues and know when to seek help from others to find solutions.
  • Prepare client files, book appointments, and maintain schedules.
  • Improve team productivity and proactively uncover business opportunities.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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