Client Associate

2 weeks 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

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- 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

Toronto-4110 Yonge Street

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Analytical Thinking, Cash Flow Analysis, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

  • Client Relations Associate

    14 hours ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and...

  • Client Relations Associate

    21 hours ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and...

  • Client Relations Associate

    15 hours ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and...

  • Client Relations Associate

    1 day ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Relations Associate

    1 day ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Relations Associate

    1 day ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Relations Associate

    19 hours ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Relations Associate

    23 hours ago

    Toronto, Ontario, Ontario, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Part Time Cook, Private Club

    5 days ago

    Toronto, Canada private client Full time

    Job description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...

  • Fine Dining Cook, Private Club

    5 days ago

    Toronto, Canada private client Full time

    Job description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...

  • Associate Client Manager

    3 days ago

    Toronto, Canada Willis Towers Watson Full time

    Associate Client Manager - Toronto, CA June 12, 2023 **The Role** - Collaborate with the Client Manager, Producer/Client Executive and Placement to document internal and external strategy meetings - Coordinate and support all day-to-day client service and consultation - Collaborate with Client Manager, Producer/Client Executive and other appropriate...

  • Client Success Associate

    4 days ago

    Toronto, Canada DentistFind Full time

    **ROLE DESCRIPTION** A **_Client Success Associate _**is responsible for providing administrative support to the Sales & Client Success Team. Will be in charge of organizing and attending meetings and monitoring calendars. In addition, S/he will be asked to do internet research, manage other administrative responsibilities, customer service, and assist the...

  • Complaints & Client Services Associate

    2 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position:          Associate, Complaints and Client Services Location:         Toronto, ON Status:             Full-time, Permanent Salary:             Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing auth

  • Private Client Associate

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Client Delivery Associate

    4 days ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Associate, Corporate Client Group

    3 days ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate, Client Experience

    3 weeks ago

    Toronto, ON, Canada Cavellrisk Full time

    The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...

  • Associate, Client Experience

    4 weeks ago

    Old Toronto, Canada Cavellrisk Full time

    The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...

  • Associate, Client Experience

    3 weeks ago

    Old Toronto, Canada Cavellrisk Full time

    The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...

  • Associate, Client Experience

    3 weeks ago

    Old Toronto, Canada Cavellrisk Full time

    The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...