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CIBC US

Financial Services Associate, Business Banking – Bilingual

CIBC US

Financial Services Associate providing administrative support in business banking for high value clients. Collaborating with Financial Advisors to ensure clients meet their financial goals.

Posted 6/7/2026full-timeMontreal • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact
  • Provide administrative and client support to Financial Advisors to help high value clients
  • Create strong working relationships while making a difference in clients' financial success
  • Be flexible to work at multiple banking centres within a reasonable travel distance
  • Leverage knowledge of financial products to answer client questions

Requirements

What you’ll need
  • Fluent in French and English
  • Strong knowledge of cash management, credit, investment and wealth protection
  • Organizational skills to prepare client files, book appointments, and maintain schedules
  • Ability to engage with clients and problem solve

Benefits

Comp & perks
  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Benefits program*
  • Defined benefit pension plan*
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers, our social, points-based recognition program
  • Purpose Day; a paid day off

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
cash managementcredit knowledgeinvestment knowledgewealth protection knowledge
Soft Skills
organizational skillsclient engagementproblem solvingrelationship buildingflexibility