Community Associate

2 weeks ago

Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full time
Client Associate (15 month contract) CIBC Wood Gundy page is loaded Client Associate (15 month contract) CIBC Wood Gundy

Apply locations Ottawa, ON time type Full time posted on Posted 4 Days Ago job requisition id We're building a relationship-oriented bank for the modern world.

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.

You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
To successfully perform the work, you'll be on-site full-time Monday through Friday.

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.
Your critical thinking skills help to inform your decision making.

You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing.

It is an asset if you have Registered Representative (RR) licensing.

We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office).

Temporary (Fixed Term) Weekly Hours
Client Associate CIBC Wood Gundy

locations Ottawa, ON time type Full time posted on Posted 4 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.

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