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About the Role
CIBC Wood Gundy is seeking a Client Associate to build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. This role involves working closely with Investment Advisors to manage portfolios, develop new business, and engage with high-net-worth clients.
Responsibilities
- Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
- Work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
- Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
- Focus on each client's experience and connect on a personal level to make every interaction meaningful.
- Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships.
- Identify activities, processes, and opportunities to improve the client experience.
- Proactively identify business opportunities for your team.
- Work closely with Investment Advisors to support business development activities and 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
- Fully bilingual. Mandarin and English speaking and writing.
- Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
- Engage with the purpose of finding the right solutions.
- Go the extra mile because it is the right thing to do.
- Motivated by accomplishing your goals and delivering your best to make an impact.
- Care about people and understand different perspectives.
- Listen and learn from the experiences of others.
- Notice things that others don’t.
- Critical thinking skills help to inform decision making.
- Bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
- Legally eligible to work at the specified location(s).
- May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Skills
- Analytical Thinking
- Business Development
- Business Documentation
- Customer Experience (CX)
- Developing Proposals
- Financial Products
- Investment Portfolios
- Marketing Activities
- Transaction Banking
- Work Collaboratively
Location
- Toronto-200 King St. W., 8th
Work Type
- On-site full-time
- Regular
Salary/Compensations
- $51,500 to $60,200
Benefits
- 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 dedicated for you to use to invest in your growth and development
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.
- 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.
- CIBC is committed to clarity in our hiring process.
- We use artificial intelligence tools during the recruitment process.
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.