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 (https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** As a Financial Planning Associate, you will support a team of Wealth Strategists (WS) in establishing and maintaining strong client relationships by assisting their daily business. You’ll work closely with Wealth Strategists (WS) to help with effective delivery/acquisition/renewal of products, regular administrative duties, and services to their portfolio clients. You will also perform other general administrative tasks such as reviewing WS's incoming mail and telephone/voicemail calls for appointment/log book maintenance for safeguarding of office, files and records. Work with all levels of personnel internal and external to CIBC to arrange appointments, obtain or exchange information, promote the program or unit’s activities, and expedite action on behalf of the manager and/or individual contributors. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._ **How You’ll Succeed** + **Operational Support -** You will assist WSs with their portfolio. You will review customer documentation and maintaining compliance with CIBC bank policies, procedures and guidelines. You will assist the WSs in organizing sales activities, marketing materials, meetings, presentations, etc. + **Service Focus -** Provide high quality service by completing all tasks quickly, accurately and effectively. Enable team success by improving team productivity, proactively uncovering opportunities. Ability to communicate in **French** is an asset. + **Client Engagement** - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience. **Who You Are** + **You can demonstrate** organizational and administrative skills (e.g capable of setting and meeting realistic time frames for completing assignments and achieving results; capable of operating independently with minimal direction while keeping the manager informed of potential problems or sensitive issues, etc.). + **You’re a strong communicator.** You have good interpersonal and communication (verbal and written) skills to interact with a wide range of individuals in situations that require eliciting or sustaining cooperation and participation. Your interactions will sometimes require tact, diplomacy and discretion. + **You understand that success is in the details.** You notice things that others don't. Your critical thinking skills help to inform your decision making. You can focus your attention when taking notes, typing documents, financial data entry, etc. + **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. + **Values matter to you.** You bring your real self to work and you live our values – trust, teamwork and accountability. + **You're fluent in French and English** to serve our clients in the community. **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 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. **Job Location** QC-Montréal, 1155 René-Lévesque Blvd, Suite B1 **Employment Type** Regular **Weekly Hours** 37.5 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.