Community Associate

3 weeks ago

Toronto ON, Canada Canadian Imperial Bank of Commerce Full time

Client Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy
Apply locations Toronto, ON time type Full time posted on Posted Today job requisition id 2317412 We’re building a relationship-oriented bank for the modern world. As a Client Associate, you’ll work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience.
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. 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.

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.
You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), Registered Representative (RR) and Options licensing. Your critical thinking skills help to inform your decision making.
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 Product Knowledge, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively 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. #

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