Job Description
Elevate client success with CIBC as a Financial Services Associate in White Rock. Partner with Financial Advisors while delivering outstanding client service in a dynamic banking environment.
Join CIBC’s Personal and Business Banking Team, where you’ll support Financial Advisors to help high-value clients secure their futures and grow their businesses. Your role includes providing essential administrative support and engaging with clients to uncover new business growth opportunities while building strong relationships across multiple banking centers.
Key Responsibilities:
• Partner with Financial Advisors to assist clients’ financial goals
• Engage clients on cash management and investment options
• Solve client issues proactively and take accountability
• Organize client files, appointments, and team schedules
• Identify business growth opportunities for team success
Requirements:
• Strong client service orientation and relationship-building skills
• Know...
Join CIBC’s Personal and Business Banking Team, where you’ll support Financial Advisors to help high-value clients secure their futures and grow their businesses. Your role includes providing essential administrative support and engaging with clients to uncover new business growth opportunities while building strong relationships across multiple banking centers.
Key Responsibilities:
• Partner with Financial Advisors to assist clients’ financial goals
• Engage clients on cash management and investment options
• Solve client issues proactively and take accountability
• Organize client files, appointments, and team schedules
• Identify business growth opportunities for team success
Requirements:
• Strong client service orientation and relationship-building skills
• Know...