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6 Hours AgoSaved
In-Office
Vancouver, BC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
The Sr. Team Leader will manage a team of Financial Services Representatives, providing guidance and coaching to ensure exceptional client service and performance through data analysis and team development.
Top Skills: MS Office
YesterdaySaved
In-Office
Vancouver, BC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Advisor, you will manage client portfolios, provide financial advice across various services, develop business relationships, and contribute to community outreach activities.
Top Skills: Canadian Investment Funds Course (Cifc)Canadian Securities Course (Csc)Ciro-IdConduct And Practices Handbook Course (Cph)Wealth Management Essentials Course (Wme)
YesterdaySaved
In-Office
Vancouver, BC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Financial Services Associate, you'll support Financial Advisors and assist clients with their financial management needs while maintaining schedules.
2 Days AgoSaved
In-Office
Surrey, BC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Advisor, you'll manage client portfolios, provide financial advice, and foster relationships to achieve targets, contributing to community engagement.
Top Skills: Financial PlanningInvestmentsPortfolio Management
2 Days AgoSaved
In-Office
White Rock, BC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Financial Services Associate, you will support Financial Advisors by engaging with clients, resolving issues, and improving team productivity to achieve business growth.
Top Skills: MS Office
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2 Days AgoSaved
In-Office
Richmond, BC, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Financial Services Representative will engage clients, understand their financial needs, and provide tailored banking solutions and services to help them achieve financial success.
Top Skills: Banking ApplicationsMobile Banking
2 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Wealth Strategist partners with advisors to develop integrated wealth management strategies for high net worth clients, focusing on investment, estate, and tax planning.
3 Days AgoSaved
In-Office
Vancouver, BC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Client Engagement Representative, you will assist clients at the banking center with their financial services needs, problem-solving, and technology guidance.
Top Skills: MS Office
8 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Director, Wealth Strategies provides complex financial planning and advisory services to ultra-high net-worth clients and promotes CIBC's wealth management approach while mentoring other professionals.
Top Skills: Estate PlanningFinancial PlanningTaxTrust
9 Days AgoSaved
In-Office
Vancouver, BC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
The role involves vetting customer requests related to signing authorities, ensuring compliance with internal controls and AML requirements, and addressing complex documentation issues while assisting clients and junior team members.
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