Client-Focused Financial Services Associate

Join CIBC's Imperial Service Team as a Financial Services Associate, where you partner with advisors to help high-value clients achieve their financial goals through tailored solutions and engagement strategies.
This role emphasizes client outreach, sales performance, and administrative support for Financial Advisors. With a focus on relationship building, you will conduct marketing activities to expand the advisor's network while addressing client needs and solutions. Your proactive approach will enhance team productivity and uncover new business opportunities.
Key Responsibilities:
• Engage clients on cash management and investment solutions
• Collaborate with Financial Advisor to reach client goals
• Conduct outreach activities to expand client networks
• Listen and resolve client issues effectively
• Organize client files and maintain schedules for efficiency
Requirements:
• Minimum 1 year of client-facing sales experience
• Goal-oriented with a passio...