Client Associate

5 days ago

Vancouver, British Columbia, Canada CIBC Full time

At CIBC, we're building a bank that's centered on relationships for a modern world. We're looking for talented and passionate professionals who are committed to doing what's right for our clients.

We empower our team members to make a meaningful contribution and be valued for who they are and what they do. To learn more about CIBC, visit our website.

Key Responsibilities

As a Client Associate at CIBC Wood Gundy, you'll be responsible for creating and growing client portfolios through specialized relationship management, reliable investment advice, and exceptional client service. You'll work closely with a team of CIBC Wood Gundy investment advisors to help them manage their clients' portfolios and establish new business relationships. You'll communicate directly with high-net-worth clients to provide support, identify business opportunities, and proactively improve the client experience.

What You Need to Succeed

  • Client Mobilization - Prioritize each client's experience and establish a personal rapport to make every interaction meaningful. Anticipate clients' needs and communicate quickly with your team to establish trust and deepen client relationships. Find activities, processes, and opportunities to improve the client experience.

  • Business Expansion - Proactively find business opportunities for your team. Work closely with investment advisors to support business expansion activities and contribute to creating investment plans based on clients' profiles, objectives, and risk tolerance compared to returns.

  • Relationship Building - Promote the CIBC brand in your community by participating in local activities and taking part in marketing and outreach efforts. Expand your network to create lasting connections that will bring future opportunities.

  • Your Attributes

    • You Prioritize Clients - You communicate in line with our purpose to find the right solutions. You exceed expectations because it's the right thing to do.

    • You're Motivated by Success - You're motivated by achieving your goals and give your best to get tangible results.

    • You Invest Your Heart and Soul - You care about people and understand different perspectives. You listen to others and learn from their experience.

    • You Understand That Every Detail Matters - You notice things that others don't. Your critical thinking skills help you make informed decisions.

    • You're a Certified Professional - You have a current and compliant registration as a Representative (RP) and have completed the Canadian Securities Course (CSC) and the Conduct Course (CC). A Registered Investment Representative (RIR) designation is an asset. Practical experience in the financial services and brokerage sectors and a working knowledge of various listed instruments are required.

    • You Live Our Values - You stay true to yourself at work and embody our values of trust, teamwork, and accountability.

  • What CIBC Offers You

    We prioritize your goals. Based on your strengths and ambitions as an employee, we strive to create opportunities that allow you to leverage your potential. Our goal is to offer you a career, not just a paycheck.

    • We strive to reward you in a personalized and relevant way, including a competitive salary, performance-based compensation, banking benefits, membership in a social benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacations, wellness support, and Creator of Moments, our points-based recognition social program.

    • With our spaces and technological tools, it's easy to bring together great minds to create innovative solutions that improve things for our clients.

    • We foster a culture that encourages the expression of your ambitions through initiatives like Reason for Being Day, a paid day off that you can use to invest in your growth and development.

    • *Subject to program and plan terms

  • What You Need to Know

    • CIBC is committed to creating an inclusive workplace where all team members and clients feel welcome. We're looking for candidates with a wide range of skills and offer an accessible experience. If you need an accommodation, please write to us.

    • You must be legally eligible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.

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