Associate Finance Officer

2 weeks ago

Ottawa, Ontario, 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 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)
Client Associate CIBC Wood Gundy
locations Toronto, ON time type Full time posted on Posted 30+ Days Ago Client Associate CIBC Wood Gundy
locations Toronto, ON time type Full time posted on Posted 6 Days Ago Senior Branch Administrator CIBC Wood Gundy

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.

#

  • Finance Associate

    3 weeks ago

    Ottawa, Ontario, Canada Family Services Ottawa Full time

    Temporary Part-time Position AvailableAnticipated Start Date: As soon as possibleThis position is required to be in-officeAbout UsFamily Services Ottawa is an accredited non-profit registered charity serving the Ottawa community for more than 100 years. At Family Services Ottawa, we provide services and programs that help make lasting improvements in...

  • Finance Officer

    2 weeks ago

    Ottawa, Ontario, Canada Ottawa Community Housing Full time

    Who we are:Ottawa Community Housing Corporation (OCHC) is the largest community housing provider in Ottawa and the second largest in Ontario. We are a non-profit organization providing social and affordable housing to more than 32,000 tenants within various communities. We aim to be a leader at providing safe and affordable homes to tenants in our...

  • Finance Officer

    2 weeks ago

    Ottawa, Ontario, Canada National Judicial Institute Full time

    The National Judicial Institute (NJI) is an independent, bilingual, not‐for‐profit organization, based in Ottawa and Montreal, with a mandate to coordinate and deliver educational programming to members of the judiciary across Canada.Since its inception in 1988, the NJI has continued to develop and deliver stimulating programs and a variety of digital...

  • Finance Officer

    2 weeks ago

    Ottawa, Ontario, Canada Assembly of First Nations Full time

    **Description**:The Assembly of First Nations is seeking a detail oriented and highly organized Finance Officer responsible for ensuring that costs are allocated according to established procedures and in accordance with approved budget, monitoring, maintaining, and overseeing the control of accounts and records in such areas as disbursements, travel...

  • Associate Manager, Corporate Financing

    2 weeks ago

    Ottawa, Ontario, Canada Business Development Bank of Canada Full time

    We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Finance Officer

    2 weeks ago

    Ottawa, Ontario, Canada GGFL Full time

    At GGFL, our work is our pride, people are our strength, we embrace change and grow with it and we work collaboratively.GGFL is the tax planning and accounting firm for Ottawa's successful business owners. Our clients count on us to deliver sound business advice and financial strategies stemming from our tax planning, accounting, auditing, and assurance...

  • Junior Finance Officer

    2 weeks ago

    Ottawa, Ontario, Canada National Judicial Institute Full time

    The National Judicial Institute (NJI) is an independent, bilingual, not‐for‐profit organization, based in Ottawa and Montreal, with a mandate to coordinate and deliver educational programming to members of the judiciary across Canada.Since its inception in 1988, the NJI has continued to develop and deliver stimulating programs and a variety of digital...

  • Finance Officer

    2 weeks ago

    Ottawa, Ontario, Canada Automotive and Surface Transportation Full time

    Select how often (in days) to receive an alert: Priority may be given to the following designated employment equity groups: women, Indigenous peoples* (First Nations, Inuit and Métis), persons with disabilities and racialized persons*.The Employment Equity Act, which is under review, uses the terminology Aboriginal peoples and visible minorities.Candidates...

  • Controller, Finance

    2 weeks ago

    Ottawa, Ontario, Canada YMCA Ottawa Full time

    Position: Controller, Finance (Taggart Family Y Location)Location: Y Taggart, 180 Argyle Avenue, Ottawa, ONType:Full-time, preferred start date January 30, 2023Preferred start date: Friday, Jan 27, 2023Closing date: Friday, Jan 27, 2023Overview:As one of the largest charitable community service organizations in Canada, the YMCA of the National Capital Region...

  • Finance Manager

    2 weeks ago

    Ottawa, Ontario, Canada People Corporation Full time

    We are seeking a Finance Manager to join our Coughlin team in Ottawa.Finance Manager is responsible to direct the financial affairs of the organization and to prepare financial analyses of operations, including interim and final financial statements with supporting schedules, the maintenance of its fiscal records, and the preparation of financial reports....

  • Administrative Professional

    2 weeks ago

    Ottawa, Ontario, Canada First Nations Finance Authority Full time $65,000 - $75,000

    Located in the beautiful Okanagan Syilx territory on Westbank First Nation, First Nations Finance Authority or FNFA is a First Nations-owned and operated national not-for-profit organization that has been supporting First Nation communities across the country since 2005. Our goal is to support First Nation member communities and organizations to realize...

  • Finance Clerk

    2 weeks ago

    Ottawa, Ontario, Canada National Arts Centre - Centre National des Arts Full time

    Introducing the National Arts Centre.The National Arts Centre (NAC) is Canada's bilingual, multi-disciplinary home for the performing arts. The NAC presents, creates, produces, and co-produces performing arts programming in various streams—the NAC Orchestra, Dance, English Theatre, French Theatre, Indigenous Theatre, and Popular Music and Variety—and...

  • Collection Officer

    3 days ago

    Ottawa, Ontario, Canada Ontario Ministry of Finance Full time

    Are you a motivated individual? If so, bring your expertise to the Ministry of Finance, Account Management and Collections Branch, Tax Office, to conduct debt collection activities in support of business-critical revenue generating operational requirements.OPS Commitment to Diversity, Inclusion, Accessibility, and Anti-Racism:We are committed to build a...

  • Jobs – Director, Corporate Financing

    1 month ago

    Ottawa, Ontario, Canada BDC Full time

    Job Description:The Director, Corporate Financing contribute to the growth of BDC Corporate Financing portfolio by sourcing, developing and recommending high quality transactions in accordance with BDC credit policies and risk parameters. The incumbent also acts as a "trusted advisor" to entrepreneurs while delivering outstanding customer relationship....

  • Director of Finance

    2 weeks ago

    Ottawa, Ontario, Canada Morson Canada Full time

    Job Title: Director of Finance- Interim Position Contract Oversight and leadership of all in-country finance operations. Leadership of supporting business functions as assigned. Oversight and leadership of all in-country finance operations. Collaborate with Canadian business leadership teams and UK finance groups. Prepare and analyze monthly management...

  • Finance Specialist

    2 weeks ago

    Ottawa, Ontario, Canada The Royal Ottawa Mental Health Centre Full time

    Position InformationPosting Number: ROM24057ETitle: Finance Specialist (RFT 1.0 FTE)Position Status: Regular FulltimeFTE: 1Job Schedule: DaysDepartment: FinanceUnion: CUPE Local 942Site: Royal Ottawa Mental Health CentreAbout The Royal As one of Canada's foremost mental health care and academic health science centres, The Royal has a clear purpose: to get...

  • Senior Lawyer, Finance

    2 weeks ago

    Ottawa, Ontario, Canada Lrostaffing Full time

    About The OpportunityOur client is a dynamic law firm with a varied clientele ranging from banks and institutions to entrepreneurs, corporations, start-ups, and investors. Awarded as one of the fastest-growing companies in Canada, the lawyers at this firm go beyond legal matters to offer personalized business advice. Currently, they are seeking a senior...

  • Director of Finance

    2 weeks ago

    Ottawa, Ontario, Canada Morson Canada Full time

    Job Title: Director of FinanceInterim Position Contract Hybrid Main Function: Oversight and leadership of all in country finance operations. Leadership of supporting business functions as assigned.Reports to:Chief Financial Officer with a secondary reporting to the EVP in Canada. Key respo

  • Finance Manager

    3 weeks ago

    Ottawa, Ontario, Canada Health Standards Organization Full time

    Director of Finance, Finance and Risk Performance Director of Finance , Finance and Risk Performance Location: Ottawa (Hybrid Work Model) | Montreal (Hybrid Work Model) | Toronto (Hybrid Work Model) | Possibility of Remote Health Standards Organization (HSO) is searching for a Finance professional and leader who shares our passion for achieving quality...

  • Head of Finance

    2 weeks ago

    Ottawa, Ontario, Canada David Aplin Group Full time

    Join a top employer and advance your career. Aplin has partnered with an Ottawa, ON-based company to hire a Head of Finance This will be a 1-year contract with the potential for an extension or to go permanent. Benefits & Perks:Compensation: Upto 160K Base. Please note, this will be hybrid (Once a week at the Client's Downtown Office). This will be a 1-year...