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About the Role
We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what's right for our clients. At CIBC, we empower our team members to make a meaningful impact and value their contributions.
Responsibilities
- Offer support to Investment Advisors.
- Proactively improve the client experience.
- Manage all administrative aspects of Wood Gundy branch operations.
- Focus on each client experience and connect on a personal level.
- Anticipate client needs and communicate promptly with the team.
- Identify activities, processes, and opportunities to improve the client experience.
- Provide day-to-day operation and administrative support to the branch and Investment Advisors.
- Manage debits, client files, and administrative and transactional banking functions in adherence to compliance and audit requirements.
- Perform Investment Advisor duties such as taking buy/sell orders of money market products, bonds, stocks, and mutual funds, ensuring accuracy.
- Ensure customer service standards and operational procedures are maintained by liaising among many departments within Wood Gundy.
Requirements
- Current accreditation and good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Financial Services and/or Brokerage industry experience.
- Working knowledge of various quotation equipment.
- Client-first approach, engaging with the purpose of finding the right solutions.
- Driven to succeed, motivated by accomplishing goals and delivering best efforts.
- Engage with heart and mind, caring about people and understanding different perspectives.
- Success-oriented with attention to detail and critical thinking skills.
- Values-driven, bringing your authentic self to work and living values of trust, teamwork, and accountability.
- Legally eligible to work at the specified location(s).
- May be asked to complete an attribute-based assessment and other skills tests.
Skills
- Customer Engagement
- Customer Experience (CX)
- Financial Products
- Investments
- Office Administration
- Sales Support
- Teamwork
Location
- Toronto-141 Bay, 20th Floor
Work Type
- On-site full-time Monday to Friday
- Regular
Salary/Compensations
- $52,890 to $68,440
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Purpose Day (paid day off for growth and development)
About the Company
- CIBC is 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.
- CIBC offers a career, not just a paycheck.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition.
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.
- We use artificial intelligence tools during the recruitment process.