CIBC Wood Gundy Client Associate Part Time

CIBC World Markets; Kamloops; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution seeks a Client Associate to enhance client relationships and support investment advisors. This full-time role involves building client portfolios, engaging with high-net-worth clients, and contributing to business development initiatives. The ideal candidate will possess relevant financial qualifications and a passion for client service.

Benefits

Competitive salary

Incentive pay

Banking benefits

Employee share plans

Vacation

Wellbeing support

Social recognition programs

Qualifications

• Current accreditation in CSC, CPH, and IR licensing or willingness to obtain within 6 months.
• Experience in Financial Services or Brokerage industry.

Responsibilities

• Build and grow client portfolios through relationship management.
• Proactively seek business opportunities and develop investment plans.
• Participate in local events to increase brand awareness.

Skills

Analytical Thinking

Business Development

Customer Experience

Financial Products

Collaboration

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Investment Representative (IR) licensing

Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and ambitions so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit our website.

What you'll be doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. As a Client Associate, you will work closely with Investment Advisors to help manage portfolios and develop new business. You will engage directly with high-net-worth clients to offer support, uncover business opportunities, and proactively enhance the client experience.

We enable an optimal work environment for you to thrive. The role requires full-time onsite work from Monday through Friday.

The salary range for this role is $24.48 to $32.26 CAD per hour.

How you'll succeed

• Client Engagement: Focus on each client's experience, connect personally, anticipate needs, and communicate promptly to build trust and deepen relationships. Identify opportunities to improve the client experience.
• Business Development: Proactively seek business opportunities, support development activities, and assist in building investment plans aligned with client profiles, goals, and risk tolerance.
• Relationship Building: Increase CIBC brand awareness in your community by participating in local events, marketing, and outreach activities. Grow your network to generate future opportunities.

Who you are

• You hold current accreditation and good standing in the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing, or are willing to obtain these within 6 months.
• Experience in Financial Services and/or Brokerage industry, with working knowledge of quotation equipment.
• You prioritize clients, engage with purpose, and go the extra mile.
• You are motivated, driven to succeed, and committed to making an impact.
• You care about people, listen actively, and value diverse perspectives.
• You notice details others might miss, and your critical thinking informs your decisions.
• You embody our values of trust, teamwork, and accountability, bringing your authentic self to work.

What CIBC offers

We prioritize your goals, starting from your strengths and ambitions, and aim to create opportunities for growth. We recognize your contributions through competitive salary, incentive pay, banking benefits, employee share plans, vacation, wellbeing support, and social recognition programs like MomentMakers.

Our innovative spaces and tools foster collaboration, and initiatives like Purpose Day support your personal development.

Additional information

CIBC is committed to inclusivity and providing accessible experiences. If you require accommodations, please contact us. You must be legally eligible to work at the specified location(s) and may need to complete assessments or tests as part of the application process.

Job details include location, employment type (regular), weekly hours, and required skills such as analytical thinking, business development, customer experience, financial products, and collaboration.