You're using an older version of Internet Explorer that is no longer supported. Please update your browser.
You're using an older version of Internet Explorer and some functionality may not work as expected. Please update your browser for the best experience.
CIBC
CIBC Logo

Client Associate

Reference ID: 19000016

Share job:




We're on a mission to build the relationship-focused bank of the future and we're looking for the passionate collaborators, innovators, advisors, and leaders who can get us there. Our distinct culture is built on a shared commitment to do what's right for our clients, our people, and our communities, and we strive for excellence in everything we do. Because life at CIBC is not only what you do, but how you do it .

To learn more about CIBC, please visit CIBC.com

What You'll Be Doing

You'll join a team that goes above and beyond for their clients. As a Client Associate, you'll work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You'll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience.

How You'll Succeed
    Client Engagement - Focus on each client 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.
    Business Development - 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.
    Relationship Building - 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.


Who You Are
    You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's 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. You notice things that others don't. Your critical thinking skills help to inform your decision making.
    You're a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It's an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience, and working knowledge of various quotation equipment is required.
    Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, our people are our greatest asset. You'll become part of a diverse community that acknowledges everyone's unique talents, and empowers teams to do what's right for the client, and to do it well. As part of our team, you will:
    Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
    Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
    Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
    Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

What You Need to Know
    • 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 during the application or interview process, please contact Mailbox.careers-carrieres@cibc.com
    • You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit
    • This is a regular full time role with a schedule of 37.5 hours each week. Your hours will be based on Wood Gundy operations, and you may need to work days, evenings and weekends

Posted: February 14, 2019
Closes: April 15, 2019
Email Address:
Company Info
Size:
10,000+ employees
Industry:
Banking & Finance

Connect with employer:

About CIBC

As one of Canada’s largest employers, CIBC offers a variety of career opportunities. Our people are the key to achieving our vision of being the leader in client relationships, which is why we work...