Client Associate Cibc Wood Gundy

3 weeks ago


Thornhill, 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

Thornhill-123 Commerce Valley

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively


  • Client Associate CIBC Wood Gundy

    Found in: Talent CA C2 - 2 weeks ago


    Thornhill, Canada CIBC Full time

    Nous 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...


  • Thornhill, 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...

  • Financial Advisor

    1 day ago


    Thornhill, 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...


  • Thornhill, 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...

  • Financial Service Representative II

    Found in: Talent CA C2 - 2 days ago


    Thornhill, Canada CIBC Full time

    Nous 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...


  • Thornhill, Canada The UPS Store Thornhill Full time

    A UPS Store in Thornhill Vaughan has an opening for a customer service associate. If you like working in small but fast paced and creative environment, have a friendly and outgoing personality and you have above average computer skills, this may be a position for you. The Associate delivers world-class customer service to all retail customers. Associate...


  • Thornhill, Canada AWIN-Mercedes-Benz Thornhill Full time

    Our **Mercedes-Benz Thornhill** is looking for a **Boutique Sales Associate** to join our amazing team! **Job Purpose** The Boutique Sales Associate is a front-line representative for the dealership’s parts and accessories department. This position engages with clients and endorses dealership products. They also greet clients in the waiting lounge,...

  • Osteopath

    1 day ago


    Thornhill, Canada PhysioFlow Full time

    Do you enjoy a professional, care oriented, friendly work atmosphere. Do you like to work in collaboration with other professions to improve you patients care experience? We are an established and busy clinic in Thornhill; Seeking a skilled osteopath. - Belong to an association that is accepted by all insurances - Ability to work in a team environment and...

  • Business Analyst

    5 days ago


    Thornhill, Canada CAA Club Group Full time

    **About Us**: As a Business Analyst at CAA Club Group of companies, you will support the business by analysis, mapping, identifying and evaluating processes to help the business grow and succeed. Get ready to drive your career forward. Life at CAA Club Group is fast paced, performance-driven and rewarding. We value our Associates' career growth and ongoing...


  • Thornhill, Canada AECOM Full time

    Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...


  • Thornhill, Canada AECOM Full time

    Company Description At AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...


  • Thornhill, Canada Acuity Brands Full time

    Distech Controls’ success and reputation are fueled by our world-class team of employees. We look for qualified individuals who are striving to succeed and that wish to actively contribute to our continued growth. Distech Controls values its team members and offers them a modern, motivating work environment, and competitive salaries and benefits. **Who is...


  • Thornhill, Canada Acuity Brands Full time

    Distech Controls’ success and reputation are fueled by our world-class team of employees. We look for qualified individuals who are striving to succeed and that wish to actively contribute to our continued growth. Distech Controls values its team members and offers them a modern, motivating work environment, and competitive salaries and benefits. **Who is...


  • Thornhill, Canada AECOM Full time

    We are looking for someone with demonstrated creativity, foresight and mature judgment, someone capable of providing industry leadership across all OMSF submarkets. This person will lead the growth of the sector across the country, ensuring success through strong collaboration with other market sectors and practice groups. The primary responsibilities will...


  • Thornhill, Canada AECOM Full time

    Company Description At AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...


  • Thornhill, Canada AECOM Full time

    Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...


  • Thornhill, Canada AECOM Full time

    Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...


  • Thornhill, Canada AECOM Full time

    Company Description At AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...


  • Thornhill, Canada AECOM Full time

    Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...