Client Associate

4 weeks ago

Bridgewater, 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

What you’ll be doing

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- Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.- 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 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.- 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.
- Subject to 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

Expected End Date

2025-01-31

Job Location

140 North Street

Employment Type

Temporary (Fixed Term)

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

  • Pia Client Service Associate

    4 weeks ago

    Bridgewater, Canada TD Bank Full time

    **PIA Client Service Associate**: - 425932BR **Job Category - Primary** - Wealth Management **Work Location** - 135 North Street **Employment Type** - Regular **City** - Bridgewater **Time Type** - Full Time **Province/State** - Nova Scotia **Hours** - 37.5 **Workplace Model** - Hybrid **Hours/Availability Detail** - Full time **Pay...

  • Pia Client Service Associate

    4 weeks ago

    Bridgewater, Canada TD Bank Full time

    425932BR Wealth Management Bridgewater, NS November 23, 2023 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment...

  • Client Associate Cibc Wood Gundy

    1 week ago

    Bridgewater, 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...

  • Tax Associate

    4 weeks ago

    Bridgewater, Canada H&R Block Full time

    Becoming an H&R Block associate means more than just a paycheque; it's an opportunity to grow with the strongest brand in the Tax Preparation industry. We are looking for people who want to help us look at peoples' lives through tax and find ways to help. We know that the ability to deliver outstanding client service starts with having the best talent on our...

  • Associate Lawyer

    4 weeks ago

    Bridgewater, Canada Patterson Law Full time

    We are seeking an **Associate Lawyer **experienced in Family Law to join our busy Bridgewater office. The new Associate will focus on delivering high quality legal services both independently and under the direction of more senior legal professionals for a broad range of complex family matters, including but not limited to separation agreements, divorces,...

  • Associate Lawyer

    4 weeks ago

    Bridgewater, Canada Patterson Law Full time

    We are seeking an **Associate Lawyer **to join our busy Bridgewater office. The new Associate will proactively manage a high quantity of files with a focus on delivering high quality legal services both independently and under the direction of more senior legal professionals. **Qualifications** - Must be a member in good standing of a provincial bar and...

  • Associate Lawyer

    3 weeks ago

    Bridgewater, Canada Patterson Law Full time

    We are seeking an **Associate Lawyer **to join our busy Bridgewater office. The new Associate will proactively manage a high quantity of files with a focus on delivering high quality legal services both independently and under the direction of more senior legal professionals. **Qualifications** - Must be a member in good standing of a provincial bar and...

  • Tire Loading Support Associate

    1 month ago

    Bridgewater, Canada Randstad Canada Remote Work Freelance Full time

    General Laborer - Tire Loading Support AssociateRandstad Canada is recruiting for an immediate openings for full time laborer's to work with our busy manufacturing client in Bridgewater, Nova Scotia! Our laborer positions play a key support role for our clients Warehouse and Manufacturing teams, helping to ensure daily shipping requirements are met while...

  • Recreation Therapy Associate

    1 month ago

    Bridgewater, Canada Nova Scotia Health Authority Full time

    About the Opportunity Reporting to the Manager of Rehabilitation Services, and under the supervision of a therapist, the Recreation Therapy Associate is a member of the health care team, providing support to clients and families through the application of recreation intervention to support holistic functioning of clients. Recreation Therapy Associates...

  • Recreation Therapy Associate

    4 weeks ago

    Bridgewater, Nova Scotia, Canada Nova Scotia Health Authority Full time

    Req ID: 180653 Company: Nova Scotia Health Location: WesternZone, South Shore Regional Hospital Department: OPWZ Occupational Therapy SSRH Type of Employment: Temporary Hourly FT long-assignment(100%FTE) x 1position(s) Status: CUPEHealthcare Position Posting Closing Date: 22-May-24 Nova Scotia Health is the largest provider of health services in Nova...

  • Recreation Therapy Associate

    4 weeks ago

    Bridgewater, Nova Scotia, Canada Nova Scotia Health Authority Full time

    Req ID: 180653 Company: Nova Scotia Health Location: WesternZone, South Shore Regional Hospital Department: OPWZ Occupational Therapy SSRH Type of Employment: Temporary Hourly FT long-assignment(100%FTE) x 1position(s) Status: CUPEHealthcare Position Posting Closing Date: 7-Jun-24 Nova Scotia Health is the largest provider of health services in Nova...

  • Recreation Therapy Associate

    1 month ago

    Bridgewater, Nova Scotia, Canada Nova Scotia Health Authority Full time

    Req ID: 180653 Company: Nova Scotia Health Location: WesternZone, South Shore Regional Hospital Department: OPWZ Occupational Therapy SSRH Type of Employment: Temporary Hourly FT long-assignment(100%FTE) x 1position(s) Status: CUPEHealthcare Position Posting Closing Date: 7-Jun-24 Nova Scotia Health is the largest provider of health services in Nova...

  • Recreation Therapy Associate

    1 month ago

    Bridgewater, Nova Scotia, Canada Nova Scotia Health Authority Full time

    Req ID: 180653 Company: Nova Scotia Health Location: WesternZone, South Shore Regional Hospital Department: OPWZ Occupational Therapy SSRH Type of Employment: Temporary Hourly FT long-assignment(100%FTE) x 1position(s) Status: CUPEHealthcare Position Posting Closing Date: 22-May-24 Nova Scotia Health is the largest provider of health services in Nova...

  • Warehouse Shipping Support Associate

    1 month ago

    Bridgewater, Canada Randstad Canada Full time

    General Laborer - Warehouse SupportRandstad Canada is recruiting for an immediate opening for full time laborer's to work with our busy manufacturing client in Bridgewater, Nova Scotia! Our laborer positions play a key support role for our clients Warehouse and Manufacturing teams, helping to ensure daily shipping requirements are met while maintaining high...

  • Warehouse Shipping Support Associate

    4 weeks ago

    Bridgewater, Canada Randstad Canada Full time

    General Laborer - Warehouse SupportRandstad Canada is recruiting for an immediate opening for full time laborer's to work with our busy manufacturing client in Bridgewater, Nova Scotia! Our laborer positions play a key support role for our clients Warehouse and Manufacturing teams, helping to ensure daily shipping requirements are met while maintaining high...

  • Bridgewater - Sales Associate

    3 weeks ago

    Bridgewater, Canada O'Regan Motors Limited Full time

    What makes O’Regan’s Automotive Group such a great place to work? Safety first! Our top priority is the health and safety of our staff, clients and community. Not to mention our spacious and immaculate facilities and excellent leadership. O’Regan’s is one of Canada’s 50 Best Managed Companies that is committed to being Canada’s premier automotive...

  • Nespresso- Sales Associate- Bridgewater

    3 weeks ago

    Bridgewater, Canada Match Retail Full time

    Overview: Match Retail is looking for a **Sales Associate **seeking a **part-time** opportunity to join our team and represent our client, NESPRESSO in _(location)_. Working alone at the Nespresso kiosk within the retail location, you will be educating clients on the Nespresso brand, offering product demonstrations, and convincing clients to purchase a...

  • Wireless Sales Associate-1003 Bridgewater

    4 weeks ago

    Bridgewater, Canada OSL Retail Services Inc Full time

    Overview: **Wireless Sales Associate (Full Time or 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...

  • Wireless Sales Associate-1003 Bridgewater

    4 weeks ago

    Bridgewater, Canada OSL Retail Services Inc Full time

    Overview:Wireless Sales Associate (Full Time or 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....

  • Wireless Sales Associate-1003 Bridgewater

    2 weeks ago

    Bridgewater, Nova Scotia, Canada OSL Retail Services Full time

    Overview Wireless Sales Associate (Full Time or 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...