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Cibc Financial Services Associate Jobs (NOW HIRING)

All Financial Freedom

Financial Services Associate

$60K - $75K/yr

About the Opportunity We are expanding our financial services team and are seeking motivated individuals who want a flexible, growth-oriented career in the financial services industry. This role ...

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Financial Services Associate

Greenland, NH · On-site

$23 - $26/hr

A Financial Services Associate (FSA) provides account information, opens accounts, originates loan applications, conducts transactions, and recommends additional products and services with ...

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How much do cibc financial services associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for cibc financial services associate in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What is a CIBC Financial Services Associate?

CIBC Financial Services Associates are frontline employees who assist clients with their banking needs at Canadian Imperial Bank of Commerce (CIBC) branches. They provide advice on personal banking products, process transactions, and help clients open accounts or apply for credit cards and loans. These associates also identify opportunities to refer clients to specialized advisors for more complex financial needs. The role requires strong customer service skills, knowledge of banking products, and the ability to build relationships with clients.

What are some common challenges faced by a CIBC Financial Services Associate, and how can they be overcome?

As a CIBC Financial Services Associate, one of the main challenges is balancing a high volume of customer interactions with the need to provide personalized financial advice. Associates must quickly assess client needs, stay updated on banking products, and ensure compliance with regulations. Success in this role often requires strong time management, adaptability, and excellent communication skills. Proactively seeking feedback and participating in CIBC's ongoing training programs can help associates overcome these challenges and thrive in their positions.

What are the key skills and qualifications needed to thrive as a CIBC Financial Services Associate?

To thrive as a CIBC Financial Services Associate, you need strong financial acumen, customer service skills, and preferably a post-secondary education in finance or business. Familiarity with banking software, CRM systems, and compliance regulations is often required, along with relevant certifications such as the Canadian Securities Course (CSC). Excellent communication, problem-solving abilities, and a client-focused mindset distinguish top performers in this role. These skills are crucial for providing sound financial advice, building client trust, and ensuring regulatory compliance in a competitive banking environment.
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Cibc Financial Services Associate jobs near you
Infographic showing various Cibc Financial Services Associate job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Financial Services Associate

S.Y. Financial Services

Charlotte, NC • Remote

$40K - $60K/yr

Full-time

Re-posted 18 days ago

Job description

Overview


SY Financial Services is a growing financial services agency focused on helping individuals, families, and business owners protect their income, prepare for retirement, and build long-term financial security.


We are currently expanding our team and seeking motivated individuals to join as Financial Services Associate. This is an entry-level, remote opportunity for someone who is interested in learning the financial services industry, working directly with clients, and developing long-term professional skills.


No prior financial services experience is required. Training, mentorship, and field support are provided.


This role is best suited for someone who is coachable, self-motivated, comfortable communicating with people, and interested in a performance-based career path.


About the Role


Financial Services Associates work with clients virtually to help them understand basic financial concepts, identify their needs, and review available financial solutions. This may include areas such as life insurance, retirement planning, annuities, wealth protection, and financial education.


Associates follow a structured training process and receive support while learning how to speak with clients, schedule appointments, complete field training, and build confidence in the industry.


Responsibilities


  • Meet with clients virtually to review financial goals and needs
  • Provide education on basic financial concepts and available solutions
  • Assist clients with implementing appropriate financial strategies
  • Maintain ongoing communication and follow-up with clients
  • Participate in training, mentorship, and team development sessions
  • Follow a structured process for client appointments and field training
  • Work with team members to maintain a high level of client service

Benefits of the role


  • Remote work structure
  • Flexible schedule
  • Training and mentorship provided
  • Ability to start part-time or full-time
  • Leadership development opportunities
  • Client-facing experience in a regulated industry
  • Opportunity to grow into a leadership or agency-building role over time
  • Performance-based income with growth potential based on activity, production, and consistency

Qualifications


  • Strong communication and interpersonal skills
  • Self-motivated and able to work independently
  • Comfortable working in a remote environment
  • Willingness to learn and complete training
  • Professional, coachable, and willing to follow a proven process
  • Comfortable speaking with individuals and families about financial topics
  • No prior financial services experience required

Requirements


  • Must be at least 18 years old
  • Must be legally authorized to work in the United States
  • Must be able to pass a background check
  • Must have reliable phone, internet, and basic computer access
  • Must be willing to obtain a state life insurance license if not already licensed

Licensing Requirement


This position requires a state life insurance license. If you are not currently licensed, guidance and support are provided throughout the licensing process.


Licensing costs are the responsibility of the individual. The license belongs to the individual, not the company.


Compensation


Compensation is performance-based and varies depending on licensing status, activity level, client appointments, production, and consistency.


This is not an hourly or salaried position. A realistic first-year income range for someone actively working the business is $40,000-$60,000 but income is not guaranteed.


This opportunity is best suited for someone who wants flexibility, mentorship, professional growth, and the ability to build based on performance.