Client Associate

3 weeks ago

Oakville, Canada Canadian Imperial Bank of Commerce Full time

Client Associate (IR Licensed) CIBC Wood Gundy page is loaded Client Associate (IR Licensed) CIBC Wood Gundy Apply locations Oakville, ON time type Full time posted on Posted Yesterday job requisition id 2404808

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

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.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangement will be discussed at the time of your interview.

How you’ll succeed

  • Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. 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.

  • Business Development – Proactively identify business opportunities for your team. 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.

Who you are

  • You’re a certified professional. You have industry experience and 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. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.

  • You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

  • You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

  • You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.

  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • 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.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • 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 .

Job Location

Oakville-277 Lakeshore Road E

Employment Type

Regular

Weekly Hours

37.5

Skills

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. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

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.

#J-18808-Ljbffr

  • Client Engagement Associate

    4 weeks ago

    Oakville, Canada Javelin Technologies Inc. Full time

    **DUTIES AND RESPONSIBILITIES**: - Identifying and activating new users of SolidProfessor - Review & prioritize list of accounts with no logins in previous 30 days. - Engage with client’s organization, Follow up with requests or inquiries from clients - Proactively escalate at-risk clients - Collaborate with cross-functional teams (including Sales and...

  • Client Engagement Associate

    4 weeks ago

    Oakville, Canada TriMech Solutions Full time

    **Job Category***: Order Management**Requisition Number***: CLIEN001066- Posting DetailsPosted: June 16, 2023 Full-Time Locations Showing 1 location Oakville, ON, CAN - Job Details Description DUTIES AND RESPONSIBILITIES - Identifying and activating new users of SolidProfessor - Review & prioritize list of accounts with no logins in previous 30 days. -...

  • Sales Associate

    2 weeks ago

    Oakville, Canada Uwmississauga Full time

    UW Mississauga is proud to be a part of the telecommunications world. We manage all of the direct marketing and sales campaigns for our telecom clients which includes working hands-on with their existing and future customer base. Through our personal approach, we are able to establish long-term relationships with customers which in turn helps facilitate...

  • Sales Associate

    2 weeks ago

    Oakville, Canada Uwmississauga Full time

    UW Mississauga is proud to be a part of the telecommunications world. We manage all of the direct marketing and sales campaigns for our telecom clients which includes working hands-on with their existing and future customer base. Through our personal approach, we are able to establish long-term relationships with customers which in turn helps facilitate...

  • Sales Associate

    2 weeks ago

    Oakville, Canada Uwmississauga Full time

    UW Mississauga is proud to be a part of the telecommunications world. We manage all of the direct marketing and sales campaigns for our telecom clients which includes working hands-on with their existing and future customer base. Through our personal approach, we are able to establish long-term relationships with customers which in turn helps facilitate...

  • Associate

    4 weeks ago

    Oakville, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate

    4 weeks ago

    Oakville, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate

    5 days ago

    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Oakville is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...

  • Full Time Marketing Associate

    6 days ago

    Oakville, Canada Uwmississauga Full time

    We are a successful, dynamic organization in the marketing industry undergoing accelerated growth. We are seeking an ambitious and confident individual to join our team. Our Full time Marketing Associates continually develop new marketing strategies for our high profile clients within the telecommunications industry. We support programs that drive team...

  • Full Time Marketing Associates

    3 weeks ago

    Oakville, Ontario, Canada United West Mississauga Full time

    We are a successful, dynamic organization in the marketing industry undergoing accelerated growth. We are seeking an ambitious and confident individual to join our team. Our Full time Marketing Associates continually develop new marketing strategies for our high profile clients within the telecommunications industry. We support programs that drive team...

  • Full Time Marketing Associates

    1 week ago

    Oakville, Canada United West Mississauga Full time

    We are a successful, dynamic organization in the marketing industry undergoing accelerated growth. We are seeking an ambitious and confident individual to join our team. Our Full time Marketing Associates continually develop new marketing strategies for our high profile clients within the telecommunications industry. We support programs that drive team...

  • Full Time Marketing Associate

    6 days ago

    Oakville, Canada Uwmississauga Full time

    We are a successful, dynamic organization in the marketing industry undergoing accelerated growth. We are seeking an ambitious and confident individual to join our team. Our Full time Marketing Associates continually develop new marketing strategies for our high profile clients within the telecommunications industry. We support programs that drive team...

  • Full Time Marketing Associate

    6 days ago

    Oakville, Canada Uwmississauga Full time

    We are a successful, dynamic organization in the marketing industry undergoing accelerated growth. We are seeking an ambitious and confident individual to join our team. Our Full time Marketing Associates continually develop new marketing strategies for our high profile clients within the telecommunications industry. We support programs that drive team...

  • Full Time Marketing Associate

    6 days ago

    Oakville, Canada Uwmississauga Full time

    We are a successful, dynamic organization in the marketing industry undergoing accelerated growth. We are seeking an ambitious and confident individual to join our team. Our Full time Marketing Associates continually develop new marketing strategies for our high profile clients within the telecommunications industry. We support programs that drive team...

  • Full Time Marketing Associates

    1 week ago

    Oakville, Ontario, Canada United West Mississauga Full time

    We are a successful, dynamic organization in the marketing industry undergoing accelerated growth. We are seeking an ambitious and confident individual to join our team. Our Full time Marketing Associates continually develop new marketing strategies for our high profile clients within the telecommunications industry. We support programs that drive team...

  • Associate

    1 week ago

    Oakville, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Oakville is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...

  • Client Associate

    4 weeks ago

    Oakville, ON, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate (IR Licensed) CIBC Wood Gundy page is loaded Client Associate (IR Licensed) CIBC Wood Gundy Apply locations Oakville, ON time type Full time posted on Posted Yesterday job requisition id 2404808 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...

  • Associate

    3 days ago

    OAKVILLE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Oakville is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...

  • Associate

    1 week ago

    Oakville, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Oakville is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...

  • Psychologist / Psychological Associate

    5 days ago

    Oakville, Canada KMT The Learning Group Full time

    KMT THE Learning Group is an Ontario-based mental health clinic that operates from a multidisciplinary model that includes psychiatry, psychology, psychotherapists, and other mental health practitioners. KMT provides support to individuals, couples, families, and children facing challenges with learning and mental health concerns. We provide assessments and...