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
**Job Description**:
- What You’ll Be Doing
- You’ll join a team that goes above and beyond for their clients. As a Client Associate, you’ll work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You’ll 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 on your work arrangement will be discussed at the time of your interview.
- How You’ll Succeed- Client Engagement - Focus on each client 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 purpose to find the right solutions. You go the extra mile, because it’s 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’s 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 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
Kanata-555 Legget Drive
Employment Type
Regular
Weekly Hours
37.5
Skills
-
Client Associate Cibc Wood Gundy
1 month ago
Kanata, 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...
-
Client Associate CIBC Wood Gundy
3 weeks ago
Kanata, 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...
-
Administrative Assistant
1 month ago
Kanata, 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...
-
Community General Manager, Personal Banking
5 days ago
Kanata, 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...
-
Investment Specialist
6 days ago
Kanata, 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...
-
Financial Services Representative
1 month ago
Kanata, 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...
-
Sales Account Associate
4 weeks ago
Kanata, Canada Summit Marketing Solutions Full timeOur team members have a wide range of knowledge, and whether you are an entry-level or senior member, you will work hand in hand with our clients to learn how their processes, products, and services work. Sales Account Associates will have access to entry-level training that includes strategies for generating awareness, completing sales processes, and...
-
Administrative Associate
1 month ago
Kanata, Canada CBI Health Full time**Administrative Associate - Kanata, ON**: CBI Health is Canada’s leading community healthcare provider, and our passionate team is at the heart of what we do. Every day, our 13,000 staff make a meaningful difference in our clients’ lives as we live the core values that define us: heart, respect, reliability, teamwork and innovation. Along with mentoring...
-
Associate Dentist
1 month ago
Kanata, Canada SILVER7DENTAL Full timeSilver 7 Dental is a growing dental clinic committed to delivering high-quality, compassionate care to our diverse patient community. We take pride in our patient-centric approach and our team of dedicated professionals who are committed to creating beautiful smiles and improving oral health. This is your opportunity to work with an established patient...
-
Associate Dentist
3 days ago
Kanata, Canada SILVER7DENTAL Full timeSilver 7 Dental is a growing dental clinic committed to delivering high-quality, compassionate care to our diverse patient community. We take pride in our patient-centric approach and our team of dedicated professionals who are committed to creating beautiful smiles and improving oral health. This is your opportunity to work with an established patient...
-
Rehabilitation Assistant
1 week ago
Kanata, Canada CBI Health Full time**Rehabilitation Assistant / Administrative Associate - Kanata, ON**: CBI Health is Canada’s leading community healthcare provider, and our passionate team is at the heart of what we do. Every day, our 13,000 staff make a meaningful difference in our clients’ lives as we live the core values that define us: heart, respect, reliability, teamwork and...
-
Associate Dentist
1 week ago
Kanata, Canada Dentalcorp Canada Full timeAbout us: Kanata Lakes Dental Centre has been a part of the Kanata community for over 25 years offering exceptional, professional dental services. Kanata Lakes is located in the heart of Kanata close to the Canadian Tire Centre with lots of retail shops in the vicinity. We offer a full range of dental services and treatment planning to help achieve optimal...
-
Carpenter
4 weeks ago
Kanata, Canada Rycraft Construction Inc Full timeWork Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Registered Apprenticeship certificate - Experience: 2 years to less than 3 years - or equivalent experience **Work site environment**: - At heights - Noisy **Work setting**: - Construction - Various locations - Renovation - Commercial - Residential **Tasks**: - Read and...
-
Scotia Mcleod Investment Associate, Kanata
1 month ago
Kanata, Canada Scotiabank Full timeRequisition ID: 140852 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Scotiamcleod Investment Associate
4 weeks ago
Kanata, Canada Scotiabank Full timeRequisition ID: 173163 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Wireless Sales Associate
2 days ago
Kanata, Canada The Mobile Shop Full time**The Mobile Shop Careers - Sales Associate - Kanata** **NEW** For an instant interview between 10am - 9pm EST, click here** **or visit the Careers page on our website. Open the chat bubble on the bottom right hand corner. What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year...
-
PT Sales Associate
4 days ago
Kanata, Canada MICHAEL KORS Full timeMichael Kors is always interested in hearing from talented, globally-minded individuals with a passion for fashion. If you enjoy working in a creative, fast-paced environment, then we would love to hear from you! SALES ASSOCIATE WHO YOU ARE: Our contributors at Michael Kors are stylish fashion forward individuals who have a drive to achieve...
-
Retail Sales Associate-kanata
1 month ago
Kanata, Canada The Cell Phone Centre Full time**Who are we looking for?** You love to sell! You love the challenge of closing a deal. You love making commissions and bonuses. You are honest, fair, and determined to succeed. You believe customer service and generating revenue is equally important. You believe healthy competition is fundamental. You are willing and eager to call our base, reach out...
-
Associate Insurance Advisor I
1 month ago
Kanata, Canada The Co-operators Full time**Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Office-Based **Alternate Title**: n/a **Additional Information**: Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience....
-
Wireless Sales Associate
2 days ago
Kanata, Canada OSL Retail Services Inc Full timeOverview: **Wireless Sales Associate (Part-Time)** Life at OSL: We celebrate unique and energetic people that work together to deliver incredible results. We have a hunger to succeed and never miss an opportunity to recognize and celebrate each other's milestones. We support those around us, and we’re always pushing each other to reach new heights. If...