Client Associate Cibc Wood Gundy

2 weeks ago

Fredericton, Canada CIBC Full time

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

**Job Description**:
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 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.- You’re a certified professional. 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. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.- 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 compensation, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan 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.

What you need to knowYou 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

Fredericton-Frederick Sq,S 770

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Business, Client Relationship, Customer Engagement, Customer Experience (CX), Taking Initiative

  • Mechanical Engineer

    3 weeks ago

    Fredericton, Canada Wood Full time

    Wood Canada's Operations team are looking for an Industrial Mechanical Engineer to provide Engineering support in our Fredericton, NB, Office. Wood has new and diverse Industrial projects in the Atlantic region, and we are looking for the right person to help develop and support the local Mechanical Team. The individual will be required to work on large...

  • Electrical, Instrumentation and Controls Engineering Student

    4 weeks ago

    Fredericton, Canada Wood Full time

    Wood's Operations team in Canada is currently recruiting an Electrical, Instrumentation and Controls Engineering Student for the 2024 Summer semester to join our Fredericton, NB team, and support our large and small scale brownfield onshore energy projects. In our recruitment and hiring process at Wood Group Canada Ltd. (incl. Wood Group Canada , we want...

  • Simplii Financial Personal Banking Representative

    4 weeks ago

    Fredericton, Canada CIBC Full time

    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...

  • Mobile Mortgage Advisor

    4 weeks ago

    Fredericton, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • carpenter

    2 weeks ago

    Fredericton, Canada Active Glass and Mirror Ltd Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 1 year to less than 2 years or equivalent experienceWork settingConstructionCommercialIndustrialResidentialLevel of expertiseMaintenance and repairTasksMeasure, cut, shape, assemble and join materials made of wood, wood substitutes,...

  • carpenter

    2 weeks ago

    Fredericton, Canada Active Glass and Mirror Ltd Full time

    Education: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experienceWork settingConstructionCommercialIndustrialResidentialLevel of expertiseMaintenance and repairTasksMeasure, cut, shape, assemble and join materials made of wood, wood substitutes, lightweight steel and...

  • carpenter

    3 weeks ago

    Fredericton, Canada AnyDay Plumbing & Renos Full time

    Work Term: PermanentWork Language: EnglishHours: 30 to 40 hours per weekEducation: Other trades certificate or diplomaExperience: 5 years or more or equivalent experienceWork site environmentAt heightsConfined spacesNoisyDustyOutdoorsWork settingConstructionRenovationWilling to relocateCommercialResidentialTasksPrepare layouts in conformance to building...

  • carpenter

    3 weeks ago

    Fredericton, Canada AnyDay Plumbing & Renos Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 30 to 40 hours per weekEducation: Expérience: EducationOther trades certificate or diploma or equivalent experienceWork site environmentAt heightsConfined spacesNoisyDustyOutdoorsWork settingConstructionRenovationWilling to relocateCommercialResidentialTasksPrepare layouts in...

  • Mechanical Engineer

    4 weeks ago

    Fredericton, Canada exp Full time

    Process Engineer, Water/Wastewater Infrastructure Fredericton, NB At EXP, we're driven to provide innovative solutions for the world's built and natural environments. As a team of engineers, architects, designers, scientists, creators and a community of professionals, we bring diverse and talented people together to solve the world's most complex challenges....

  • Mechanical Engineer

    3 weeks ago

    Fredericton, Canada EXP Full time

    Process Engineer, Water/Wastewater Infrastructure Fredericton, NB At EXP, we’re driven to provide innovative solutions for the world’s built and natural environments. As a team of engineers, architects, designers, scientists, creators and a community of professionals, we bring diverse and talented people together to solve the world’s most...

  • Ecologist

    4 weeks ago

    Fredericton, Canada Dillon Consulting Limited Full time

    Overview: **Your Opportunity** Are you someone with strong leadership and technical capabilities? Do you enjoy building relationships and working collaboratively in a team environment with both internal and external stakeholders? Are you a thoughtful leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation, this...

  • fire prevention engineer

    2 weeks ago

    Fredericton, Canada Professional Loss Control Full time

    Work Term: PermanentWork Language: EnglishHours: 37.5 hours per weekEducation: Master's degreeExperience: 5 years or moreTasksSupervise technicians, technologists, analysts, administrative staff and other engineersDevelop flexible or integrated manufacturing systems and proceduresConduct studies on the reliability and performance of plant facilitiesAssess...

  • fire prevention engineer

    7 days ago

    Fredericton, Canada Professional Loss Control Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 37.5 hours per weekEducation: Expérience: EducationMaster's degreeTasksSupervise technicians, technologists, analysts, administrative staff and other engineersDevelop flexible or integrated manufacturing systems and proceduresConduct studies on the reliability and performance of plant...

  • Employment Coach

    4 weeks ago

    Fredericton, Canada Multicultural Association of Fredericton Inc Full time

    Are you community oriented, interested in diverse cultures and motivated to help newcomers find their first job in Canada? The Multicultural Association of Fredericton Inc. (MCAF) is seeking a bilingual Employment Coach and we would like to hear from you! Job Overview: The Employment Coach will assess newcomer clients’ interests, skills, abilities, and...

  • Senior Environmental Engineer

    1 week ago

    Fredericton, Canada Englobe Full time

    We offer A full range of benefits (group insurance with shared costs upon hiring, group RRSP); A telemedicine virtual healthcare service; An annual reimbursement of sports expenses; Opportunities for skills development; Flexible hours and ability to compress working hours; Internal policy to encourage teleworking. Choose the path of impact. Join...

  • Social Media Coordinator

    3 days ago

    Fredericton, Canada Benefit Body Spa Full time

    Company Description Benefit Body Spa is a new spa opening in October 2023 in Fredericton, NB. We offer a unique range of premium, non-invasive treatments that prioritize our clients' health, comfort, and quality of life. Our team of professionals provide top-notch care for the body from head-to-toe, using state-of-the-art treatments. We are devoted to...

  • Représentant Du Service à La Clientèle Bilingue

    4 weeks ago

    Fredericton, Canada Foundever Full time

    Foundever is a global leader in the customer experience (CX) industry. With 170,000 associates across the globe, we’re the team behind the best experiences for +750 of the world’s leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless...

  • Business Analyst

    3 weeks ago

    Fredericton, Canada Global Pharma Tek Full time

    Position: Business Analyst Location: Fredericton, NB (Can be remote) Duration: Months Contract + Possible Extension Mandatory Requirements: A bachelor's degree in computer science, business administration or a related discipline and a minimum of six () years of experience in information technology/ information management-related work...

  • Mortgage Agent/broker

    4 weeks ago

    Fredericton, Canada Breezeful Full time

    **Who are we?** Breezeful is Canada's online mortgage brokerage operating in Ontario, British Columbia, Alberta, New Brunswick, Saskatchewan and Nova Scotia. Our aim is to provide a convenient and efficient way for individuals to secure a mortgage online. We are backed by renowned investors who were early supporters of game-changing companies such as...

  • Senior Business Systems Analyst

    5 days ago

    Fredericton, Canada GTT, LLC Full time

    Senior Business Systems Analyst Job Deliverables: The Senior Business Systems Analyst must deliver the following in order to successfully complete the engagement: Gather and document business requirements: The BSA will host and facilitate requirements gathering meetings/workshops with businesses and gather and document requirements as required. Review,...