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CIBC

Client Associate CIBC Wood Gundy

Location
Surrey, BC
Details
Full Time
6 days ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

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

Job Description

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.

At CIBC we enable the work environment most optimal for you to thrive in your role . Details on your work arrangement will be discussed at the time of your interview.

How You'll Succeed
  • Administrative Support- Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client's risk reward tolerances and demographic profile. Advanced knowledge of Microsoft Excel to deliver various custom reports to clients. Gathering research on different investments for the IA's. Maintaining a COI service schedule and organizing different events with our partners.


  • 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 or are willing to obtain within 12 months of hire.
  • 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, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers , our social, points-based recognition program.


  • 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 through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.


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, please contact Mailbox.careers-carrieres@cibc.com
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .


Job Location
Surrey-1688-152nd Street
Employment Type
Regular

Weekly Hours
37.5
Skills

Investments
Category
Customer Service and Support Other