Financial planning associate
Canadian Imperial Bank of Commerce (CIBC) based in North York, ON is inviting applications from suitable candidates for the position of Financial planning associate. Canadian Imperial Bank of Commerce (CIBC) headquartered in Toronto, is a prominent financial institution. It offers personal and business banking, wealth management, and capital markets services. CIBC leverages advanced technology to deliver customized financial solutions. The bank operates with a strong market presence through its extensive branch network and digital platforms, ensuring wide accessibility and convenience. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Canadian Imperial Bank of Commerce (CIBC)
Position: Financial planning associate
No of Vacancies: 3
Salary: Salary is not mentioned, $45.00 – $50.00 hourly estimated salary
Employment Type: Full time/Regular
Location: North York, ON
Shift: 37.5 Hours/Week
Job ID: 2418230
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have considerable experience in the relevant field
Physical Requirements:
- The candidates should value trust, teamwork, and accountability, and bring their real selves to work while living these values
Other Requirements:
- The candidates should demonstrate strong organizational and administrative skills, such as setting and meeting realistic time frames for completing assignments and achieving results, and operating independently with minimal direction while keeping the manager informed of potential problems or sensitive issues
- The candidates should be strong communicators, with good interpersonal and communication (verbal and written) skills to interact with a wide range of individuals in situations that require eliciting or sustaining cooperation and participation. They should also be capable of using tact, diplomacy, and discretion
- The candidates should have a keen attention to detail, noticing things that others might overlook. Their critical thinking skills should help inform their decision-making, and they should be able to focus on tasks such as taking notes, typing documents, and financial data entry
- The candidates should put clients first, engaging with purpose to find the right solutions and going the extra mile because it’s the right thing to do
- The candidates should have strong analytical Thinking, Cash Flow Analysis, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge and Transaction Banking
Responsibilities:
- The candidates should be able to assist WSs with their portfolio, review customer documentation, and maintain compliance with CIBC bank policies, procedures, and guidelines
- The candidates should be able to assist the WSs in organizing sales activities, marketing materials, meetings and presentations
- The candidates should be able to provide high-quality service by completing all tasks quickly, accurately, and effectively, and enable team success by improving team productivity and proactively uncovering opportunities. Ability to communicate in French
- The candidates should be able to focus on each client experience and connect on a personal level to make every interaction meaningful, anticipate client needs, and communicate promptly with their team to build trust and deepen client relationships
- The candidates should be able to identify activities, processes, and opportunities to improve the client experience
Benefits:
- The candidates will get pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
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!