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About the Role

As a Client Associate, you will work closely with an Investment Advisor at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

Responsibilities

• Manage client portfolios and develop new business.
• Engage with high-net-worth clients to offer support.
• Uncover business opportunities.
• Proactively improve the client experience.
• Focus on each client's experience and connect on a personal level.
• Anticipate client needs and communicate promptly with your team.
• Identify activities, processes, and opportunities to improve the client experience.
• Proactively identify business opportunities for your team.
• Assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
• Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
• Grow your network to create lasting connections that will generate future opportunities.

Requirements

• Certified professional with current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• 3+ years of Brokerage industry experience.
• Working knowledge of various quotation equipment is required.
• You put our clients first.
• You engage with the purpose of finding the right solutions.
• You go the extra mile because it is the right thing to do.
• You're driven to succeed.
• You are motivated by accomplishing your goals and delivering your best to make an impact.
• You engage with your heart and mind.
• You care about people and understand different perspectives.
• You listen and learn from the experiences of others.
• You understand that success is in the details.
• Your critical thinking skills help to inform your decision making.
• Values matter to you.
• You bring your real self to work, and you live our values - trust, teamwork, and accountability.
• You need to be legally eligible to work at the specified location(s).
• Where applicable, must have a valid work or study permit.

Skills

• Analytical Thinking
• Business Development
• Business Documentation
• Customer Experience (CX)
• Developing Proposals
• Financial Products
• Investment Portfolios
• Marketing Activities
• Transaction Banking
• Work Collaboratively

Location

• London-255 Queens, 2200

Work Type

• On-site full-time
• Temporary (Fixed Term)
• Full-time

Experience Level

• 3+ years of Brokerage industry experience

Education Level

• Certified professional with current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).

Salary/Compensations

• $48,880 to $56,980

Benefits

• Participation in an annual discretionary incentive or bonus program.
• Competitive compensation.
• Banking benefit.
• Wellbeing support.
• Employee and family assistance programs.
• MomentMakers, our social, points-based recognition program.

About the Company

• We’re building a relationship-oriented bank for the modern world.
• 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

Equal Opportunity

• 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.
• 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.