28 Jobs Found
Financial Services Associate Full-time Job
Financial Services RichmondJob Details
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.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
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.
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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.
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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
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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]
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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
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We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). 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
2025-01-07
Job Location
Richmond-Three West Centre
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
Financial Services Associate
CIBC
Richmond - 17.3kmFinancial Services Full-time
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Account Manager Full-time Job
Financial Services RichmondJob Details
We have an opportunity for an Account Manager to join our Hospitality team.
As an Account Manager, you will redefine how the hospitality vertical handles customer renewals and provides in-life support to clients. From the point of initial sale through renewal, you will connect with clients, understand their feedback and needs, and support them through renewals. Engaging the services of the sales operations team for technical support as needed, you will actively own an evolving list of clients and ensure success in renewals, help drive engagement with the product, and reduce overall churn. This is a great opportunity to join a supportive and collaborative tech company where your contribution will be valued.
In this role, you will:
- Develop and maintain strong relationships with assigned client accounts, and assist with onboarding of newly sold clients.
- Serve as the primary point of contact for client inquiries, concerns, and escalations.
- Complete renewals, including updates to relevant agreements, and ensure timely billing of client. Support Accounts Receivable in reaching out to delinquent accounts, in line with set policies.
- Understand clients' primary objectives for the product, providing the feedback and materials (where applicable) necessary to help achieve those objectives.
- Consolidate client feedback, objectives, and other relevant information for use by colleagues in the Hospitality Account Management team, and across the broader organization to aid in the evolution of products and services offered in the hospitality vertical.
- Collaborate with internal teams (such as hospitality sales, sales enablement, and content) to help address and facilitate client requests.
- Implement up-sell or cross-sell options as outlined by the company, working to set targets.
- Monitor client satisfaction and promptly address any issues to maintain high levels of retention.
- Stay informed about industry trends, competitor activities, and market developments to support you and the broader Hospitality Account Management team in your efforts
- Utilize relevant sales tools, including CRM, to ensure accurate data, pipelines, and renewal and financial information.
- Other duties as assigned
You are a great fit if you have:
- At least 2 to 3 years of work experience in B2B sales or business development
- Exceptional communication and interpersonal skills in English with proficiency in Spanish preferred.
- Solid organizational skills, and you are results driven
- Strong analytical and problem-solving skills
- A proactive and creative mindset
- The ability to thrive both independently and collaboratively in a dynamic, fast-paced setting
- The flexibility to work in different time zones
- Experience with CRM other sales tools
Bonus points if you:
- Have completed a bachelor’s degree in business administration, marketing, or related field.
- Fluency in an additional language, including but not limited to Portuguese, German, French, Italian, Dutch, or an Asian language.
- Have a strong interest in published media, hospitality, and the business of travel.
Why us for your next career adventure?
PressReader offers a hybrid work environment to balance the flexibility of working from home and being together to collaborate, celebrate, and connect. This position is based in our Richmond, BC office and requires to be on-premises 2 days a week. When not in the office, employees have the opportunity to work remotely.
Account Manager
PressReader Inc.
Richmond - 17.3kmFinancial Services Full-time
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Financial Planner, Investment and Retirement Planning Full-time Job
Financial Services RichmondJob Details
What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
What will you do?
- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
What do you need to succeed?
Must-have
- Financial Planning Designation (PFP®, QAFP™ or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital Savviness, ability to effectively utilize mobile applications
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
RBCFP
EVPP4
Job Skills
Adaptability, Business Development, Client Centricity, Curiosity
Financial Planner, Investment and Retirement Planning
Royal Bank Of Canada
Richmond - 17.3kmFinancial Services Full-time
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Clerk-Buyer Temporary Job
Financial Services Maple RidgeJob Details
The City of Maple Ridge is looking for a temporary full-time Clerk-Buyer with strong organization skills, attention to detail, and a results-driven work ethic to join our procurement section in the Finance Department. The Clerk-Buyer performs administrative duties for the procurement area; receives, examines and processes requests for goods and services; performs routine sourcing of supplies and purchasing of materials and services as authorized; obtains prices; analyzes quotes; makes recommendations of award; and obtains relevant approvals. The Clerk-Buyer drafts contracts and reports, verifies invoices, maintains logs and files as well as assists with the administration of the City’s purchasing card program. This is a wonderful opportunity to gain experience in public sector procurement and grow your career in the supply chain field.
EDUCATION AND EXPERIENCE
Completion of Grade 12 supplemented by courses in business administration, accounting and/or working towards or completion of Supply Management Training Program or SCMP Designation, plus sound related experience; or an equivalent combination of training and experience.
KNOWLEDGE, SKILLS AND ABILITIES
- Considerable knowledge of business English, spelling and arithmetic and current office practices and procedures.
- Sound knowledge of methods, policies, procedures, contracting terminology, public sector tendering practices, rules and regulations governing the work performed.
- Sound knowledge of common office software applications, including MS Office, Excel, and the City’s e-procurement software system.
- Sound knowledge of the variety, sources and prices of commodities and services purchased.
- Sound knowledge of supply sources, market conditions and price trends.
- Working knowledge of financial and accounting principles.
- Ability to evaluate the price of goods and substitutes available and communicate pertinent information.
- Ability to negotiate sound contracting terms in principles.
- Ability to perform manual and clerical work accurately under minimal supervision.
- Ability to exercise good judgement and initiative according to established policies and procedures.
- Ability to maintain a variety of records, statistical reports, reconcile and process invoices, and requisitions and invoices focusing on attention to detail to ensure accuracy.
- Ability to understand and execute oral and written instructions.
- Ability to establish and maintain effective working relationships with internal and external contacts.
LICENCES AND CERTIFICATES
- Class 5 Driver’s License valid in the Province of British Columbia
ADDITIONAL INFORMATION
- The term for this temporary full-time assignment is approximately twelve months.
Clerk-Buyer
City Of Maple Ridge
Maple Ridge - 22.54kmFinancial Services Temporary
28.98 - 34.13
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