Full-Time

On-Site

Client Associate (IR Licensed) CIBC Wood Gundy

CCanadian Imperial Bank of Commerce (CIBC)81 Bay Street, Toronto, Ontario0

Description

This role at CIBC Wood Gundy focuses on expanding and managing client investment portfolios through specialized relationship management, reliable investment advice, and exceptional customer service. The Client Associate will work closely with Investment Advisors to manage portfolios and foster new business relationships, directly engaging with high-net-worth clients to provide support, identify opportunities, and enhance their overall experience.

What We're Looking For

Prioritize and enhance the client experience through personal rapport, anticipating needs, and team communication.,Proactively identify business development opportunities and collaborate with Investment Advisors to create investment plans based on client profiles, goals, and risk tolerance.,Promote the CIBC brand within the community through local activities, marketing efforts, and networking to build lasting relationships.,Hold an up-to-date and in-good-standing Investment Representative (IR) license.,Successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).,Possess experience in the financial services and brokerage industry.,Have practical knowledge of various quotation instruments.

Ideal Candidate

Current and valid Investment Representative (IR) license.,Successful completion of the Canadian Securities Course (CSC).,Successful completion of the Conduct and Practices Handbook Course (CPH).,Registered Representative (RR) title is considered an asset.,Experience in the financial services and brokerage industry.,Practical knowledge of diverse quotation instruments.

Hard Skills

Marketing activities

Business development

Proposal development

Business documentation

Client experience (CX)

Analytical thinking

Investment portfolios

Financial products

Banking transactions

Collaborative work

Soft Skills

Client-focused

Success-driven

Empathetic

Attention to detail

Critical thinking

Trust

Teamwork

Accountability

Work Hours

37.5 hours/week

Benefits

Competitive salary

Performance-based compensation

Banking benefits

Employee benefits program

Defined benefit pension plan

Employee stock purchase plan

Vacation

Wellness support

Social recognition program (Créateur de moments)

Paid day off for growth and development (Raison d'être day)

About the Company

Canadian Imperial Bank of Commerce (CIBC)

CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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