Financial Services Associate in Vancouver

Drive client success as a Financial Services Associate at CIBC in Vancouver. Collaborate with Financial Advisors while providing administrative support and enhancing client engagement throughout your work.
Join the Imperial Service Team to support high value clients in their financial journeys. This regular position offers you the chance to leverage your expertise in cash management, investment, and wealth protection. Your organizational skills will play a crucial role in booking appointments, preparing client files, and proactively discovering business growth opportunities.
Key Responsibilities:
• Partner with Financial Advisors to assist clients
• Answer queries on cash management and financial products
• Schedule and maintain client appointments effectively
• Enhance team productivity and uncover business opportunities
• Take accountability for solving client issues
Requirements:
• Strong analytical thinking and client service skills
• Experience in fin...