Client Associate

4 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

You’ll join a team that goes above and beyond for their clients. As a Client Associate, you’ll work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You’ll 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 on your work arrangement will be discussed at the time of your interview._

How You’ll Succeed- Client Engagement - Focus on each client 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 purpose to find the right solutions. You go the extra mile, because it’s 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 financial experience working with an investment firm and current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It’s 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

2024-09-30

Job Location

Toronto-200 King St. W., 8th

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

**Skills**:
Analytical Thinking, Business Documentation, Customer Experience (CX), Customer Relationship Management (CRM), Financial Product Knowledge, Investment Portfolios, Marketing Activities, Microsoft Excel, Work Collaboratively

  • Client Service Associate

    1 month ago

    Toronto, Canada Compuneel Full time

    **Title - Service Associate II** **Location: 200 Bloor Street East, Toronto, Canada** **Contract** **HM Notes**: - Develop a deeper understanding of clients and their needs to ensure they are being adequately met. - Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial...

  • Client Experience Associate

    1 month ago

    Toronto, Canada HSB Canada Full time

    Client Experience Associate **Company** HSB Canada **Location** Toronto, Canada Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today,...

  • Associate Client Manager

    1 month ago

    Toronto, Canada LifeWorks Full time

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...

  • Private Client Associate

    1 month ago

    Toronto, Canada K.J. Harrison & Partners Inc. Full time

    **Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

  • Client Service Associate

    2 weeks ago

    Toronto, Canada The Successful Investor Full time

    Salary: Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM') is...

  • Client Service Associate

    2 weeks ago

    Toronto, Ontario, Canada The Successful Investor Full time

    Salary: Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management ('SIWM') is...

  • Client Service Associate

    2 days ago

    Toronto, Ontario, Canada The Successful Investor Full time

    Salary: Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management ('SIWM') is...

  • Client Associate

    1 month 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...

  • Client Services Associate

    7 days ago

    Toronto, Canada Restoration Hardware Full time

    RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the...

  • Client Service Associate

    1 week ago

    Toronto, Canada MD Financial Management Full time

    Requisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...

  • Client Services Associate

    2 weeks ago

    Toronto, Canada Worksite Safety Full time

    **Position: Client Services Associate** **Employment: Full-time (40 Hours/Week)** **Location: North York, ON (In-Office Only)** **Salary: $45,000 ($52,000 Bilingual French)** We’re looking for an enthusiastic Client Services Associate who is **self-motivated and passionate about amazing customer service**. If you love talking to people, solving...

  • Client Service Associate

    1 week ago

    Toronto, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing...

  • Associate, Client Care

    4 weeks ago

    Toronto, Canada CBRE Full time

    Posted- 31-Jul-2023- Service line- REI Segment- Role type- Full-time- Areas of Interest- Investment Management- Location(s)- Toronto - Ontario - Canada**About the role**: - Support Client Solutions in the marketing of private infrastructure to clients in institutional and HNW channels. Strong level of investment knowledge and of the client/consultant base....

  • Client Service Associate

    1 week ago

    Toronto, Canada MD Financial Management Full time

    Requisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...

  • Client Service Associate

    1 week ago

    Toronto, Canada Scotiabank Full time

        Requisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...

  • Client Service Associate

    1 week ago

    Toronto, Canada MD Financial Management Full time

    Requisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you...

  • Client Service Associate

    2 days ago

    Toronto, Canada Scotiabank Full time

        Requisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...

  • Client Service Associate

    3 days ago

    Toronto, Canada MD Financial Management Full time

    Requisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you...

  • Client Relationship Associate

    1 month ago

    Greater Toronto Area, Canada Waterstone Human Capital Full time

    Are you a relationship builder with customer service savvy and 1-2 years of work experience? Are you interested in learning a new set of skills in the financial industry? If yes, then this role might be the role for you! We are looking for a Client Relationship Associate on behalf of our client, a respected brokerage service that works with major banks,...

  • Associate Client Executive

    2 weeks ago

    Toronto, Canada Marsh McLennan Companies Full time

    Description: Marsh is a global leader in insurance broking and risk management. In more than countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...