Business Development Associate (6 month contract) CIBC Wood Gundy

Job summary

Cold-call and follow up with prospective clients to generate leads, book financial reviews, and develop the sales pipeline for Investment Advisors. Provide administrative and client support, maintain compliant client files, coordinate seminars and marketing activities, and help identify suitable investment opportunities.

Job details

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 What you'll be doing CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high-net-worth clientele. As a Business Development Associate, you will be responsible for providing support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients. Cold-call potential clients to book financial reviews with an Investment Advisor Generate leads and/or sales opportunities reach out to prospective clients through prospecting to set up appointments with the IA. Develop and nurture the business opportunity leads and the sales pipeline through cold-calls, follow-up calls, and emails Provide the Investment Advisor with regular updates regarding client leads be responsible for organizing seminars (eg. Scheduling, booking rooms, preparing marketing approvals, etc). At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site part time Monday-Friday. The expected hourly rate of pay range for this role is $25.06 to $27.62. The hourly rate is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process. How you'll succeed Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. 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. Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience. 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. Work closely with your team to connect clients with the right opportunities. Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products. Who you are You’re a certified professional. Financial Services and/or Brokerage industry experience and working knowledge is an asset. 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 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. Your critical thinking skills help to inform your decision making. You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity. 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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. *Subject to program terms and conditions 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 CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2027-05-07 Job Location Vancouver-1055 Dunsmuir-2500 Employment Type Temporary (Fixed Term) Weekly Hours 30 Skills Accountability, Activity Coordination, Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

What you’ll do

Cold-call and follow up with prospective clients to generate leads, book financial reviews, and develop the sales pipeline for Investment Advisors. Provide administrative and client support, maintain compliant client files, coordinate seminars and marketing activities, and help identify suitable investment opportunities.

Requirements

The posting describes a certified professional and notes that financial services or brokerage experience and working knowledge are an asset. It emphasizes client-first service, communication, critical thinking, attention to detail, relationship building, and organizational skills.

Benefits

• Banking Benefits
• Wellbeing Support
• Employee and Family Assistance Program
• Employee Recognition Program

Listed skills

• Activity coordination · Preferred
• Compliance · Preferred
• Communication · Preferred
• Office Administration · Preferred
• Multitasking · Preferred
• Cold Calling · Preferred
• Relationship Building · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Accountability
• Activity Coordination
• Communication
• Multitasking
• Office Administration
• Organizational Efficiency
• Personal Initiative
• Cold Calling
• Lead Generation
• Client Engagement
• Relationship Building
• Compliance
• Business Development
• Prospecting
• Seminar Coordination
• Sales Pipelines
• Administrative Support
• Building Trust
• Organizational Skills
• Sales Prospecting
• Brand Awareness
• Brokerage
• Investments
• Decision Making
• Critical Thinking
• Sales
• Financial Services
• French Language
• Marketing
• Innovation
• Scheduling
• Coordinating

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Administrative
• Marketing
• Business Development Associate
• Business Development Specialist
• Commercial Sales Representatives
• Market Research Analysts and Marketing Specialists

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