Client Associate Cibc Wood Gundy
7 months 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 and exceptional client service. As an Associate, you will work closely with a top tier team at CIBC Wood Gundy to help manage client needs.
- 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._
Key responsibilities may include:
- Preparing wealth advisors for client meetings, including preparation of account opening documentation and performance reporting.- Account opening and processing activities such as converting RRSP to RRIF, setting up RRIF payments, updating beneficiaries and Know Your Client (KYC) files.- Efficient and accurate processing of client requests for funds (IE: issuing cheques, making deposits, contributions, and withdrawals).- Diligent follow-up to client requests- Maintaining client files, ensuring that all documentation and notes are compliant with IIROC regulations.-
- Prepare, create, and update custom excel spreadsheets for various client needs and performance reporting.
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 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
London-255 Queens, 2200
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Office Administration, Organizational Efficiency, Technical Knowledge
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