Client Associate Cibc Wood Gundy
3 weeks ago
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
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- It is an Asset if you are Fluent in both English and Mandarin (spoken & written).- 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 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 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
Thornhill-123 Commerce Valley
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
-
Client Associate Cibc Wood Gundy
4 weeks ago
Thornhill, Canada CIBC Full timeWe’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...
-
Senior Branch Administrator CIBC Wood Gundy
7 days ago
Thornhill, Canada CIBC Full timeNous 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...
-
Branch Assistant
4 weeks ago
Thornhill, Canada CIBC Full timeWe’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...
-
Administrative Assistant
4 weeks ago
Thornhill, Canada CIBC Full timeWe’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...
-
Associate Private Banking Advisor
4 weeks ago
Thornhill, Canada CIBC Full timeWe’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...
-
Universal Banker I
4 weeks ago
Thornhill, Canada CIBC Full timeWe’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...
-
Senior Financial Advisor
2 days ago
Thornhill, Canada CIBC Full timeNous 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...
-
Financial Service Representative II
2 weeks ago
Thornhill, Canada CIBC Full timeNous 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...
-
Customer Service Associate
3 days ago
Thornhill, Canada The UPS Store Thornhill Full timeA UPS Store in Thornhill Vaughan has an opening for a customer service associate. If you like working in small but fast paced and creative environment, have a friendly and outgoing personality and you have above average computer skills, this may be a position for you. The Associate delivers world-class customer service to all retail customers. Associate...
-
Customer Service Associate
4 weeks ago
Thornhill, Canada The UPS Store Thornhill Full timeA UPS Store in Thornhill Vaughan has an opening for a customer service associate. If you like working in small but fast paced and creative environment, have a friendly and outgoing personality and you have above average computer skills, this may be a position for you. The Associate delivers world-class customer service to all retail customers. Associate...
-
Boutique Sales Associate
2 weeks ago
Thornhill, Canada AWIN-Mercedes-Benz Thornhill Full timeOur **Mercedes-Benz Thornhill** is looking for a **Boutique Sales Associate** to join our amazing team! **Job Purpose** The Boutique Sales Associate is a front-line representative for the dealership’s parts and accessories department. This position engages with clients and endorses dealership products. They also greet clients in the waiting lounge,...
-
Retail Sales Associate
4 weeks ago
Thornhill, Canada International Pool and Spa Centers Full timeInternational Pool and Spa Centers is the leading distributor, retail, and service provider of hot tubs, swimming pools, and recreational products in southern Ontario. We have 8 retail locations across Ontario, a fast-growing online business, and the largest fiberglass pool construction division in Ontario. We are a family-run, owned business that has been...
-
Legal Counsel
7 days ago
Thornhill, Canada CAA Club Group Full time**About Us**: Get ready to drive your career forward. Life at CAA Club Group is fast paced, performance-driven and rewarding. We value our Associates' career growth and ongoing professional development - and we regularly recognize their achievements and outstanding results. We are caring. We are leaders. We are innovators. We are collaborative. We work...
-
Travel Customer Care Representative
4 weeks ago
Thornhill, Canada CAA Club Group Full time**About Us**: As a Travel Administrator you will do things like help with ticketing and invoice on travel files. You could also contact suppliers. This exciting role gives you the opportunity to explore the travel industry. **Who we are**: As Canada's largest automobile association, we are passionate about keeping our Members safe - whether they are on the...
-
Law Clerk
4 weeks ago
Thornhill, Canada Jenna Lee Law Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years - or equivalent experience **Work site environment**: - Non-smoking - Air conditioned **Tasks**: - Advise clients on intellectual property matters and represent clients before the Registrar of Trade-Marks - Assist lawyers by interviewing clients, witnesses and other related parties,...
-
Financial Analyst
7 days ago
Thornhill, Canada B.S.P. Funds Canada Inc. Full timeEducation: - Expérience: **Education**: - Bachelor's degree - Financial mathematics - Economics, general - Business/commerce, general - Business administration and management, general - Accounting - Accounting and finance - Finance, general **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments -...
-
Project Controls Analyst
4 weeks ago
Thornhill, Canada AECOM Full time**Company Description** Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Project Controls Analyst
4 weeks ago
Thornhill, Canada AECOM Full timeCompany Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Marketing Database Analyst
4 weeks ago
Thornhill, Canada CAA Club Group Full time**About Us**: We are looking for a Consultant Marketing Analytics & Insights to join our Marketing Analytics and Insights team for a period of 15 months. This role will provide campaign and consulting services to serve marketing lines of business (LOB) and other functional areas achieve their business objectives including acquisition, retention, sales,...
-
Sales Executive
3 days ago
Thornhill, Canada Triangle Logistics Inc Full timeAsk yourself this. Are you on a sales island every day, with no training, saturated lead pool, lack of pricing and operational support? Give yourself a chance to once again get excited about your entrepreneurial side, you know the side that tells you that you’re a service champion, a solutions provider and a committed practitioner of continuous growth?...