Associate Financial Services Specialist
CIBC based in Brampton, ON is inviting applications from suitable candidates for the position of Associate Financial Services Specialist. CIBC is a leading Canadian financial institution with a robust presence in the market. CIBC offers a wide array of financial products, including savings accounts, mortgages, and investment solutions. The company prides itself on customer-centricity and innovative banking solutions, utilizing cutting-edge technology to enhance user experiences. CIBC remains a trusted partner for individuals and businesses, fostering financial success and growth. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: CIBC
Position: Associate Financial Services Specialist
No of Vacancies: 1
Salary: Salary is not mentioned, $35.00-$40.00 hourly estimated salary
Employment Type: Regular
Location: Brampton, ON,CA
Job Location: Brampton-7940 Hurontario St
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2400170
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have 2 – 3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations
Physical Requirements:
- The candidates should be flexible to work Banking Centre hours, which may include evenings and weekends
Other Requirements:
- The candidates should be putting our clients first. They engage with purpose to find the right solutions and go the extra mile because it’s the right thing to do
- The candidates should be goal-oriented. They should be motivated by accomplishing their goals and delivering their best to make a difference
- The candidates should be aware that details matter. They notice things that others don’t, and their critical thinking skills help to inform their decision-making
- The candidates should be passionate about people. They find meaning in relationships and surround themselves with a diverse network of partners. They connect with others through respect and authenticity
- The candidates should love to learn. They should be passionate about growing their knowledge and have a strong sense of curiosity
- The candidates should be certified professionals. They should have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if they have current accreditation and good standing in CFSA (Certificate of Financial Services Advice)
- The candidates should be certified professionals (Ontario). They should have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing
- The candidates should value matters. They should bring their real selves to work and live our values – trust, teamwork, and accountability
Responsibilities:
- The candidates should be able to work in a fast-paced Banking Centre where they’ll make a meaningful difference in our clients’ lives
- The candidates should be able to, as an Associate Financial Services Specialist, form a deep understanding of their personal and small business clients’ needs and recommend simple, personalized solutions to help them achieve their financial goals
- The candidates should be able to manage, either individually or as part of a team, a portfolio of mortgage clients with a focus on deepening the client relationship
- The candidates should be able to deliver a great client experience and be flexible to work at multiple banking centres within a reasonable travel distance
- The candidates should be able to engage in client meetings to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
- The candidates should be able to ensure clients’ investment, financial, and credit-related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues
- The candidates should be able to engage in marketing and outreach activities to show clients they value them and their communities
- The candidates should be able to grow their network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
- The candidates should be able to create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners
- The candidates should be able to call both existing and potential clients to identify opportunities for future growth and revenue
- The candidates should be able to engage in community and banking centre events such as business development events, client acknowledgment programs, and client appreciation day to create and enhance CIBC presence and gain market share
- The candidates should be able to become a technology expert and share their knowledge by introducing clients to our mobile banking applications, helping them better manage their banking needs
Benefits:
- The candidate will have access to banking benefits and a benefits program
- The candidate will be part of a defined benefit pension plan
- The candidate will have the opportunity to participate in an employee share purchase plan
- The candidate will receive a vacation offering
- The candidate will have access to wellbeing support
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!