Client Associate (RR Licensed) CIBC Wood Gundy
Description
As a Client Associate at CIBC Wood Gundy, you will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. The role involves working closely with Investment Advisors, directly engaging with high-net-worth clients, supporting business development, and proactively improving the client experience.
What We're Looking For
Current accreditation and in good standing as a Registered Representative (RR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Financial Services and/or Brokerage industry experience.,Working knowledge of various quotation equipment.,Focus on each client's experience and connecting on a personal level.,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.,Proactively identify business opportunities for your team.,Work closely with Investment Advisors to support business development activities and assist in building investment plans based on client profiles, goals, and risk/reward tolerance.,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.
Ideal Candidate
Certified professional with current accreditation and in good standing as a Registered Representative (RR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Experience in Financial Services and/or Brokerage industry.,Working knowledge of various quotation equipment.,Client-first mindset, engaging to find the right solutions.,Driven to succeed, motivated by accomplishing goals and making an impact.,Engage with heart and mind, caring about people and understanding different perspectives.,Strong listening skills and ability to learn from others' experiences.,Attention to detail and critical thinking skills for informed decision-making.,Adherence to CIBC values: trust, teamwork, and accountability.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, Monday through Friday
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s).,Where applicable, must have a valid work or study permit.
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.
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