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Client Relationship Associate

3 months ago

Windsor, Ontario, Canada CIBC Full time

Join a Relationship-Focused Banking Team

At CIBC, we are committed to creating a bank that prioritizes relationships in the modern financial landscape. We seek dedicated and passionate professionals who are focused on delivering the best outcomes for our clients.

We value your unique strengths and aspirations, empowering you to make a significant impact in your role. Our team members are recognized for their contributions and individuality.

Your Responsibilities

As a member of CIBC Wood Gundy, your primary role will involve cultivating and expanding client portfolios through effective relationship management, trusted investment guidance, and outstanding client service. Collaborating closely with Investment Advisors, you will assist in managing portfolios and identifying new business opportunities. You will engage directly with high-net-worth clients to provide support, discover business prospects, and enhance the overall client experience.

We offer a work environment tailored to help you excel in your position, requiring full-time on-site presence from Monday to Friday.

Key Success Factors
  • Client Engagement: Prioritize each client's experience, connecting on a personal level to ensure meaningful interactions. Anticipate client needs and communicate effectively with your team to build trust and strengthen relationships.
  • Business Development: Actively seek out business opportunities for your team. Collaborate with Investment Advisors to support business growth and assist in developing investment strategies tailored to clients' profiles and objectives.
  • Relationship Building: Enhance CIBC's brand presence in your community by participating in local events and marketing initiatives. Expand your network to forge lasting connections that can lead to future opportunities.
Who You Are
  • You prioritize client needs, striving to find the best solutions and going above and beyond to deliver exceptional service.
  • You are results-driven, motivated by achieving your goals and making a meaningful impact.
  • You engage empathetically, valuing diverse perspectives and learning from others' experiences.
  • You pay attention to detail, using your analytical skills to inform your decision-making process.
  • You hold relevant certifications, including the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. Registered Representative (RR) licensing is a plus, along with experience in the Financial Services or Brokerage sectors.
  • You embody values such as trust, teamwork, and accountability, bringing your authentic self to work.
What CIBC Offers

At CIBC, your professional aspirations are our priority. We focus on your strengths and ambitions, creating opportunities for your growth and development.

  • We recognize your contributions through competitive compensation, incentive programs, banking benefits, and a comprehensive benefits package, including a defined benefit pension plan and employee share purchase plan.
  • Our collaborative spaces and advanced technology facilitate innovative solutions that positively impact our clients.
  • We foster a culture that encourages you to pursue your ambitions through initiatives like Purpose Day, a dedicated paid day off for personal growth.
Important Information
  • CIBC is dedicated to fostering an inclusive environment where all team members and clients feel a sense of belonging. We welcome applicants from diverse backgrounds and provide an accessible candidate experience.
  • Eligibility to work in the specified location is required, along with any necessary work or study permits.
  • As part of the application process, you may be asked to complete assessments to showcase your skills and capabilities.