Client Associate (IR licensed) CIBC Wood Gundy

Job summary

You will manage and grow client portfolios by providing trusted investment advice and exceptional service within the CIBC Wood Gundy team. Additionally, you will proactively identify business opportunities and collaborate with Investment Advisors to develop tailored investment plans for high-net-worth clients.

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 As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will 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. To successfully perform the work, you’ll be on-site full-time Monday through Friday. How you’ll succeed Client Engagement - 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. 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’re a certified professional. You have current accreditation and are 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. You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is 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. 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 benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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. *Subject to plan and 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. Job Location St. John's-215 Water St. 8th Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

What you’ll do

You will manage and grow client portfolios by providing trusted investment advice and exceptional service within the CIBC Wood Gundy team. Additionally, you will proactively identify business opportunities and collaborate with Investment Advisors to develop tailored investment plans for high-net-worth clients.

Requirements

You must hold a current Investment Representative (IR) accreditation with the Canadian Investment Regulatory Organization (CIRO-ID). Previous experience in the financial services or brokerage industry is required, along with strong critical thinking and interpersonal skills.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers recognition program
• Purpose Day

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• Communication · Preferred
• Critical Thinking · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Relationship management
• Investment advice
• Client service
• Portfolio management
• Business development
• Investment planning
• Risk tolerance assessment
• Critical thinking
• Communication
• Networking
• Financial services
• Brokerage industry knowledge
• Quotation equipment
• Client engagement
• Accountability
• Teamwork
• Building Trust
• Relationship Management
• Analytical Thinking
• Business Development
• Brand Awareness
• Brokerage
• Investments
• Decision Making
• Customer Service
• Critical Thinking
• Financial Services
• French Language
• Marketing
• Innovation
• Proposal Writing
• Quotations
• Relationship Building

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Sales
• Licensed Associate
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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