Financial Service Associate jobs in Markham, ON
- CIBCScarborough, ON
- Full-time
- As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and…
- TD BankMarkham, ON
- $43,300–$56,700 a year
- Full-time
- Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage.
- View all TD Bank jobs - Markham jobs - Client Services Associate jobs in Markham, ON
- Salary Search: PIA Client Service Associate salaries in Markham, ON
- See popular questions & answers about TD Bank
- Royal Bank of CanadaRichmond Hill, ON L4B 4V9
- Full-time
- Track record in building rapport and maintaining client relationships within the financial industry.
- You are a strategic member of the Financial Planning team…
- CIBCToronto, ON
- Full-time
- You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
- View all CIBC jobs - Toronto jobs - Financial Advisor jobs in Toronto, ON
- Salary Search: Associate Financial Advisor (Multiple Locations) salaries in Toronto, ON
- See popular questions & answers about CIBC
- CIBCVaughan, ON
- Full-time
- As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and…
- View all CIBC jobs - Vaughan jobs - Financial Representative jobs in Vaughan, ON
- Salary Search: Financial Services Representative II salaries in Vaughan, ON
- See popular questions & answers about CIBC
View similar jobs with this employerNational Bank of CanadaRichmond Hill, ON- Full-time
- Support investment advisors in providing superior customer service and be available to meet client requests.
- Carry out routine operations related to financial…
- TD BankToronto, ON
- $52,700–$74,400 a year
- Full-time
- Provide exceptional client service at every customer interaction.
- Our compensation policies and practices have been designed to allow colleagues to progress…
- View all TD Bank jobs - Toronto jobs - Client Services Associate jobs in Toronto, ON
- Salary Search: Private Banking Client Service Associate salaries in Toronto, ON
- See popular questions & answers about TD Bank
- ScotiabankVaughan, ON
- A good understanding of tax, estate and financial planning and investment vehicles.
- Assist in the effective management of client relationships and provide the…
- View all Scotiabank jobs - Vaughan jobs - Private Banker jobs in Vaughan, ON
- Salary Search: Associate Private Banker salaries
- See popular questions & answers about Scotiabank
- BMO Financial GroupToronto, ON
- $36,000–$72,000 a year
- Full-time
- A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
FINANCIAL SERVICE REPRESENTATIVE
Easily applyPay2Day Franchise IncToronto, ON M1P 2X6- $16.50–$17.50 an hour
- A passion for customer service and sales excellence.
- Customer service: 1 year (required).
- Reviewing applicants/completing financial risk assessment to determine…
Client Service Associate
Easily applyThe Successful InvestorNorth York, ON- Full-time
- Dental care
- 3+ years customer service experience.
- Customer focused and service driven.
- Successful Investor Wealth Management (‘SIWM’) is actively seeking a client service…
Account Associate, Financial
Easily applyMasters InsuranceVaughan, ON- Full-time
- With offices in Toronto, Hamilton, Ottawa, Windsor, New York, and Florida, our skilled team partners with top insurers to provide tailored coverage options and…
Account Associate, Financial
Easily applyMasters InsuranceVaughan, ON- Full-time
- With offices in Toronto, Hamilton, Ottawa, Windsor, New York, and Florida, our skilled team partners with top insurers to provide tailored coverage options and…
Client Services Associate - January 2027
Easily applyproSapientToronto, ON- $55,000–$75,000 a year
- Full-time
- Success requires moving quickly, adapting seamlessly when priorities pivot, and managing multiple projects effectively while delivering an exceptional standard…
- AllianceOne Inc.Toronto, ON
- $17.60 an hour
- Full-time
- 8 hour shift
- We value our call centre professionals by providing a competitive base hourly rate and excellent commission structure along with paid training provided to set…
- TELUS DigitalToronto, ON
- $200,000–$240,000 a year
- Full-time
- Support go-to-market initiatives for the Banking practice, defining service offerings, developing marketing campaigns, and pursuing partnerships with leading…
By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.
Career Resources:
Job Post Details
Financial Service Representative ( Cantonese )
Job details
Full job description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
How you'll succeed
- Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
- Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
- Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Who you are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
- You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
- You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
-
We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, 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 we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
-
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
-
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
-
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
-
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Expected End Date
2026-11-11