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Associate Finance Officer

4 months ago

Ottawa ON, Canada Canadian Imperial Bank of Commerce Full time

Financial Associate CIBC Wood Gundy page is loaded Financial Associate CIBC Wood Gundy
Apply locations Ottawa, ON Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2315801 We’re building a relationship-oriented bank for the modern world. As a Financial Associate, you have a desire to work within a team dedicated to client service excellence, mentor under experienced Investment Advisors, and establish & grow your career as an Advisor. One of your primary responsibilities will be coordinating the various aspects of the investment management strategies including creating and maintaining Investment Policy Statements, Investment Research, Portfolio Rebalancing, developing Investment Proposals, and a variety of Portfolio and Account Trading. In addition, you will be responsible for coordinating the various aspects of integrated wealth planning including methodically gathering financial information, inputting the information, creating financial plans, and developing client Personal Financial Organizers (PFO). You can look forward to continuously working on business development in the form of networking and relationship building to build the client base.
Strong relationship building and networking skills - To build connections, generate opportunities and deliver bottom line results. This role is ideal for an emerging Investment Professional who has a strong drive to succeed and will excel with performance-based compensation. You have a strong entrepreneurial spirit, are actively involved in our community, and possess the networking skills to build long-term advisory relationships. You enjoy networking and attending various social events to build and maintain quality relationships.
Identify activities, processes and opportunities to improve the client experience while keeping detailed records in CRM software. Work closely with PM’s to support business development activities and assist in the building of financial investment plans based on the client’s profile, goals, and risk/reward tolerance. You will be the team’s “technology quarterback,” and assist with technology issues, recommend and introduce new technology as well as assist with training. Relationship Building - You thrive in a dynamic, fast paced professional work environment, and work effectively both independently and as part of the team. 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
You have an undergraduate degree from a recognized university or a Financial Services focused 2 year diploma or certificate program. Registered Representative (RR) licensing. Your critical thinking skills help to inform your decision making.
Excellent command of both spoken and written English is essential. 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.
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 .
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively Similar Jobs (5)
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locations Toronto, ON time type Full time posted on Posted 16 Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #