Associate, Private Wealth Client Solutions

4 days ago

Toronto, 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

How you'll succeed- Support Private Wealth & Institutional Clients - Provide critical assistance to the Private Wealth Client Solutions team in delivering UHNW and institutional investment opportunities. Collaborate closely with the Private Investment Counsel sales team, preparing marketing presentations and documents that align with business goals. You’ll lead initiatives that drive client engagement and support business development.- Collaborate on RFPs & Proposals - Partner with the Private Wealth team to prepare proposals for UHNW clients and Indigenous investment opportunities, ensuring alignment with client needs.-
- Strengthen Client Relationships - Cultivate long-term relationships with both UHNW clients and Indigenous communities by delivering consulting expertise that provides exceptional client value.- Business Development & Representation - Assist the CAM Institutional Team in business development efforts for Indigenous clients. Represent CIBC Asset Management at industry events and Indigenous conferences to build networks, expand UHNW client portfolios, and grow Indigenous assets under management.- Project Leadership - Lead projects related to both Private Wealth and Indigenous clients. Prepare comprehensive reports, presentations, and marketing materials while ensuring high-quality execution within deadlines.

Who you are- You have a degree/diploma in Business, Finance and/or Economics.- You’re a certified professional. It’s an asset if you have a CFA. Portfolio Management experience and Business Development leadership is strongly preferred.- You can demonstrate experience and strong understanding of the social, cultural, and economic contexts of Indigenous communities. Experience working with Indigenous clients or knowledge of Indigenous cultures and reconciliation efforts is an asset.- You're digitally savvy. You're creative yet process-driven - constantly seeks to innovate and then create a robust process to capture innovations for consistent and repeatable delivery.- You're fluent in French and English to serve our clients in the community.- You're motivated by collective success. You work collaboratively with all of the members of CAM to ensure that our firm can distinguish itself through the provision of distinctive, world-class investor solutions, service, and communication. You'll conduct yourselves as a partner to the investment professionals of CAM and seek to contribute to the overall business as well as to your functional responsibilities. You'll embrace a continuous improvement approach to the business and proactively seek improvements in both your particular market, as well as across the entire business. You'll be cooperating and collaborating with a variety of colleagues across the firm and enterprise.- You’re goal oriented. You're willing to accept “hands on” work required given the comparatively flat nature of the organization. You'll continually strive for “best-in-class” performance standards and instill these high standards within your day-to-day work. You'll exude integrity, embrace a fiduciary culture and act in the best interests of investors who have chosen CAM as a steward of their investments. You'll conduct business in accordance with the highest standards of legal and ethical conduct.- You have exceptional communication skills. You are recognized by clients, team members and industry peers as having outstanding interpersonal and communication skills (written and oral), which they leverage across their organization for the benefit of internal and external stakeholders.- You are resourceful. You are accustomed to working in a matrixed environment where knowledge, talent and resources reside in multiple locations. You are an active contributor to this network and go out of your way to stay connected to the many influencers on the business.- 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

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