Financial Services Associate [Secondment / Contract]

Job Description

What You'll Be Doing

As a member of the Imperial Service Team, you’ll partner with Financial Advisors to help high‑value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to identify business growth opportunities. You’ll create strong working relationships while making a difference in your clients' financial success. You’re flexible to work our banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance.

How You’ll Succeed

• Client engagement – Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.


• Problem solving – Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.


• Organizational skills – Prepare client files, book appointments, and maintain schedules. Help the team succeed by improving productivity and proactively uncovering business opportunities.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions and go the extra mile.


• You engage with your heart and mind. You care about people, respect different perspectives, and listen to and learn from others.


• You’re passionate about people. You find meaning in relationships, surround yourself with a diverse network, and connect with others through respect and authenticity.


• You’re motivated by collective success. You know teamwork can transform a good idea into a great one and that an inclusive team that enjoys working together can bring a vision to life.


• You love to learn. You’re passionate about growing your knowledge and have a strong sense of curiosity.


• Values matter to you. You bring your real self to work and live our values – trust, teamwork, and accountability.

What CIBC Offers

• We work to recognize you in meaningful, personalized ways, including competitive compensation, banking benefits, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers, our social, points‑based recognition program.


• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.


• Subject to program terms and conditions.

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.


• You need to be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.


• We may ask you to complete attribute‑based assessments and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal is to get to know more about you, what you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2027‑01‑05

Job Location

Markham‑7021 Markham Road

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post‑Sales Support, Product Knowledge

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Finance and Sales

Industries

Banking