Top Tech Jobs & Startup Jobs in Vancouver

Manage and grow a client portfolio by creating financial plans, providing investment advice, engaging clients, and participating in community outreach to enhance brand awareness.

As a Senior Financial Advisor, manage client portfolios, create financial plans, provide investment advice, and foster relationships to enhance client experience and satisfaction.

Provide high-level administrative support to the Vice President and Market Leader: manage calendars, travel and expenses, prepare confidential correspondence and presentations, coordinate meetings and regional events, process invoices and onboarding/offboarding tasks, and manage special projects to ensure efficient departmental operations.

Provide administrative and client support to Financial Advisors for high-value personal and business clients. Answer product questions, prepare client files, book appointments, improve team productivity, and proactively uncover business growth opportunities while working on-site and supporting multiple banking centres.

As a Financial Services Associate, you'll assist Financial Advisors in helping clients secure financial futures and manage client accounts. This involves administrative support and engaging with clients to address their financial needs.

Manage and enhance the Operational Capability Reporting data warehouse; gather and analyze stakeholder requirements; design and deliver analytics enablement solutions; implement data integration and transformation; provide subject-matter expertise and collaborate with business and technology partners to deliver timely, accurate data solutions.

Handle inbound and outbound client calls to assess account situations, discuss repayment options, and resolve delinquencies. Own calls with empathy, advise clients on financial plans, record accurate information across multiple systems, and meet performance metrics. Role requires initial onsite training and may transition to Agent@Home with specific workspace and internet requirements.

As a Financial Advisor, you'll manage client relationships, deliver personalized financial advice, and develop new business opportunities while enhancing CIBC's community presence.

Manage and grow a dedicated client portfolio through relationship management, comprehensive financial planning, and exceptional service. Deliver investment advice, create personalized plans using CIBC tools, convert leads into clients, leverage credit and investment solutions, and represent CIBC in the community through outreach and events.

Manage and grow a dedicated client portfolio, provide financial plans, deliver exceptional client service, and engage in business development and community involvement.