Job Description
Become a Financial Services Associate at CIBC in Vancouver, supporting clients with financial planning and business growth. Join a dynamic team and leverage your skills for impactful client service.
As part of the Imperial Service Team, this full-time, on-site position entails working closely with Financial Advisors. You will assist clients in navigating financial products, resolve issues, and maintain organized client interactions. Your role is pivotal in enhancing the overall client experience and fostering lasting relationships.
Key Responsibilities:
• Engage clients regarding wealth protection and investments
• Collaborate with advisors to create effective financial strategies
• Organize client appointments and file documentation
• Identify and pursue business growth opportunities
• Take ownership of client issues and resolve them promptly
Requirements:
• Proficient in client service and financial operations
• Excellent analytical and organizational sk...
As part of the Imperial Service Team, this full-time, on-site position entails working closely with Financial Advisors. You will assist clients in navigating financial products, resolve issues, and maintain organized client interactions. Your role is pivotal in enhancing the overall client experience and fostering lasting relationships.
Key Responsibilities:
• Engage clients regarding wealth protection and investments
• Collaborate with advisors to create effective financial strategies
• Organize client appointments and file documentation
• Identify and pursue business growth opportunities
• Take ownership of client issues and resolve them promptly
Requirements:
• Proficient in client service and financial operations
• Excellent analytical and organizational sk...