Assistant, Investment Advisor, IR

CIBC World Markets; New Brunswick; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Canada is seeking a Client Associate to enhance client portfolios by providing trusted investment advice and exceptional service. You will engage with high-net-worth clients and support Investment Advisors in building business strategies. The ideal candidate will be detail-oriented, a proactive problem solver, and have relevant financial licenses. This position promotes a collaborative and inclusive work culture.

Benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Qualifications

• A certified professional with current accreditation.
• Financial Services and/or Brokerage industry experience required.
• Understand critical thinking in decision making.

Responsibilities

• Build and grow client portfolios through relationship management.
• Identify client needs and improve the client experience.
• Support business development activities with Investment Advisors.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Investment Portfolios

Work Collaboratively

Education

Current accreditation in Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Investment Representative (IR) licensing

Registered Representative (RR) licensing

Job description

Overview

What youll be doing

As a member of CIBC Wood Gundy you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will 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 of your work arrangement will be discussed at the time of your interview.

Responsibilities

• Client Engagement - Focus on each client’s 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 the purpose of finding the right solutions. You go the extra mile because it is 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 current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH) and Investment Representative (IR) licensing. It is 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 aspire to give you a career rather than just a paycheck.

We work to recognize you in meaningful personalized ways including a competitive salary, incentive pay, banking benefits and a benefits program.

• Defined benefit pension plan
• An employee share purchase plan
• A vacation offering
• Wellbeing support 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.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact.

You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer and give you the opportunity to learn more about us.

Job Details

Job Location: Fredericton-Frederick SqS 770

Employment Type: Regular

Weekly Hours: 37.5

Skills

• Analytical Thinking
• Business Development
• Business Documentation
• Customer Experience (CX)
• Developing Proposals
• Financial Products
• Investment Portfolios
• Marketing Activities
• Transaction Banking
• Work Collaboratively

Required Experience: Unclear

Notes: Seniority and other metadata have been removed for clarity.