Investment Portfolio Associate

4 weeks ago

Windsor, Ontario, Canada CIBC Full time

Join CIBC as a Client Relationship Associate in our Wealth Management division, where we are dedicated to fostering a client-centric banking experience. We seek passionate individuals who prioritize integrity and excellence in client service.

At CIBC, we recognize and value your unique strengths and aspirations, empowering you to make a significant impact in your role. Our team members are essential to our mission and are appreciated for their contributions.

Your Responsibilities

As a vital member of CIBC Wood Gundy, you will play a key role in cultivating and expanding client portfolios through effective relationship management, trusted investment guidance, and outstanding service. Collaborating closely with Investment Advisors, you will assist in managing client portfolios and exploring new business opportunities. Your direct engagement with high-net-worth clients will be crucial in enhancing their experience and identifying potential growth avenues.

We are committed to providing an optimal work environment that allows you to excel in your role. This position requires full-time on-site presence during standard business hours.

Key Success Factors
  • Client Engagement: Prioritize each client's experience by connecting on a personal level. Anticipate their 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 crafting investment strategies tailored to client profiles and objectives.
  • Networking: Enhance CIBC's brand presence in the community by participating in local events and outreach initiatives. Expand your professional network to foster enduring connections that can lead to future opportunities.
Who You Are
  • You prioritize client needs and are dedicated to finding optimal solutions.
  • You are goal-oriented and motivated to achieve results that make a meaningful impact.
  • You engage with empathy and understanding, valuing diverse perspectives.
  • You possess keen attention to detail, using critical thinking to inform your decisions.
  • You hold relevant certifications, including the Canadian Securities Course (CSC) and Investment Representative (IR) licensing, with additional credentials being an asset.
  • You embody our core values of trust, teamwork, and accountability.
What CIBC Offers

At CIBC, your career aspirations are our priority. We focus on your strengths and ambitions, creating opportunities for your professional growth. We aim to provide you with a fulfilling career path.

  • We recognize your contributions through competitive compensation, incentive programs, comprehensive benefits, and a pension plan.
  • Our collaborative workspaces and advanced technology facilitate innovative solutions that benefit our clients.
  • We foster a culture that encourages personal growth through initiatives like Purpose Day, a dedicated day off for your development.
Additional Information
  • CIBC is committed to inclusivity, ensuring all team members and clients feel a sense of belonging. We welcome applicants from diverse backgrounds and provide an accessible hiring process.
  • Applicants must be legally eligible to work in the specified locations and possess any necessary work permits.
  • We may require candidates to complete assessments to better understand their skills and experiences.

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