Client Relationship Specialist

4 weeks ago

Vaughan, Ontario, Canada CIBC Full time

CIBC is dedicated to fostering a relationship-focused banking experience for the contemporary client. We seek skilled and enthusiastic professionals committed to prioritizing our clients' needs.

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

Key Responsibilities

As a Client Associate, you will collaborate closely with Investment Advisors at CIBC Wood Gundy, assisting in portfolio management and business development. Your role will involve direct engagement with high net worth clients to provide support, identify business opportunities, and enhance the overall client experience.

We provide an optimal work environment to help you thrive in your position. This role requires full-time on-site presence from Monday to Friday.

Success Factors
  • Client Engagement: Prioritize each client interaction, connecting on a personal level to ensure meaningful experiences. 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 initiatives and assist in developing investment strategies tailored to client profiles, objectives, and risk tolerance.
  • Relationship Building: Enhance CIBC's brand presence in the community by participating in local events and marketing activities. Expand your network to foster lasting connections that may lead to future opportunities.
Qualifications
  • You possess relevant certifications, including the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. Registered Representative (RR) licensing is a plus. Experience in the Financial Services or Brokerage industry, along with familiarity with various quotation tools, is essential.
  • Your client-centric approach drives you to find optimal solutions. You are willing to go above and beyond to ensure client satisfaction.
  • You are goal-oriented and motivated to achieve results, delivering your best to create a positive 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.
  • Your values align with ours, and you bring authenticity to your work, embodying trust, teamwork, and accountability.
What CIBC Provides

At CIBC, your professional goals are our priority. We focus on your strengths and ambitions, creating opportunities for you to reach your full potential.

  • We recognize your contributions through personalized rewards, including competitive compensation, banking benefits, wellness support, and programs like employee and family assistance.
  • Our workspaces and technological resources facilitate collaboration among talented individuals to develop innovative solutions that benefit our clients.
Additional Information
  • CIBC is committed to fostering an inclusive environment where all team members and clients feel valued. We welcome applicants with diverse abilities and provide an accessible candidate experience.
  • Applicants must be legally eligible to work in the specified locations and possess any necessary work or study permits.
  • We may require candidates to complete assessments and skills tests to better understand their qualifications and provide insight into our organization.

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