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Posted 3 days ago

Financial Services Associate

@ Canadian Imperial Bank of Commerce (Canada)

Surrey, British Columbia

Full-time
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Overview

Canadian Imperial Bank of Commerce (CIBC) is hiring a full-time Financial Services Associate on its Imperial Service Team in Surrey. The role supports Financial Advisors with administrative and client support, client file preparation, and appointment scheduling. The posting requires on-site work, flexible evening and weekend banking centre hours, and travel between nearby banking centres.

Responsibilities:

  • Support Financial Advisors with client files and appointments
  • Answer client questions on cash management, credit and investments
  • Solve client issues and find solutions with the team
  • Maintain schedules and improve team productivity
  • Work evenings, weekends and multiple banking centres

Requirements summary:

  • Client service and relationship skills
  • Knowledge of banking and financial products
  • Problem solving and accountability
  • Organizational skills
  • Cantonese or Mandarin language skills

Tools & skills

Benefits mentioned

Retirement planStock options
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-11-03
First seen by our source
2026-11-04
Source record updated
2026-11-05

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentCustomer service
Hours per week37.5
Scheduleday, evening
Travelair: none · ground: minimal
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish, Cantonese, Mandarin
Perks mentionedGenerous paid time off, Retirement plan, Performance bonus, Stock or equity, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

Canadian Imperial Bank of Commerce (Canada)

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.

LinkedIn followers
642,849
People associated on LinkedIn
47,258
Reported office locations
  • CIBC Square, 81 & 141 Bay, Toronto, Ontario, CA
Business categories
  • Finance
  • Banking
  • Business Development
  • Credit Cards
  • Financial Services
  • Venture Capital
Other recorded names
  • CIBC
  • Canadian Imperial Bank of Commerce (Canada)
Specialties
  • Retail Banking
  • Business Banking
  • Wealth Management
  • and Wholesale Banking
Profile identifies a recruitment agency
No
Reported total investment
3,075,481,985

Currency and observation date were not supplied; this is not a current valuation or a funding round.

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of…

FieldValue
IndustryBanking
Company size10,001+ employees
HeadquartersToronto, Ontario
Organization typePublic Company
SpecialtiesRetail BankingBusiness BankingWealth Managementand Wholesale Banking
Open jobs on Jobsy470
LinkedInView page
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 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 seek 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. 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 - 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, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.

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 engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know 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. You have a strong sense of curiosity.
  • 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 aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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 [email protected]

  • 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.

Job Location

Surrey-Scott Rd & 73Rd Ave.

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Cantonese Language, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Mandarin Chinese Language, Post-Sales Support, Product Knowledge

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