Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Client Associate (12 month contract) CIBC Wood Gundy role.
Rezi rewrites your resume against CIBC's job description. Free.
Tailor your resume to this Client Associate (12 month contract) CIBC Wood Gundy role.
Rezi rewrites your resume against CIBC's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Client Associate (12 month contract) CIBC Wood Gundy posting at CIBC — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Client Associate (12 month contract) CIBC Wood Gundy posting at CIBC — free, in seconds.
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
- Work closely with investment advisors to manage portfolios and develop new business.
- Engage directly with high net worth clients to offer support and uncover opportunities.
- Proactively improve the client experience.
- Stay updated on domestic and global investment market trends and new products.
- Maintain compliance standards in client dealings and files.
- Conduct administrative activities supporting investment advisors and teams.
- Engage in marketing and business development activities.
- Assist in the development of investment plans and written proposals.
- Direct assets into suitable financial products based on client risk tolerance and profile.
- Provide timely responses to client requests.
- Improve team productivity.
- Heighten CIBC brand awareness through community events and marketing.
- Grow professional networks to create future opportunities.
- Connect clients with the right opportunities.
Requirements
- Certified professional with current accreditation and good standing as an Investment Representative (IR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Financial services and/or brokerage industry experience.
- Working knowledge of various quotation equipment.
- Must be legally eligible to work at the specified location(s).
- May be required to complete an attribute-based assessment and other skills tests.
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)
- 37.5 hours per week
Education Level
- Registered Representative (RR) licensed is an asset.
Salary/Compensations
- $48,880 to $56,980
Benefits
- Competitive compensation
- Banking benefit
- Wellbeing support
- Employee and family assistance programs
- MomentMakers recognition program
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- CIBC embraces strengths and ambitions, empowering employees at work.
- Team members have what they need to make a meaningful impact and are truly valued.
- CIBC is a leading Canadian brokerage.
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 provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.