Client Associate (IR licensed) Wood Gundy

Canadian Imperial Bank of Commerce; Saskatoon; On-site; CAD 52,000 - 66,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC Wood Gundy is seeking a Client Associate to work closely with Investment Advisors to manage portfolios and develop new business for high-net-worth clients. You will directly engage with clients to offer support, uncover opportunities, and proactively enhance the client experience.

This is an on-site, full-time role at our Saskatoon location. You are a certified professional with CIRO-ID accreditation and financial services experience, dedicated to putting clients first and helping the team

Qualifications

• Investment Representative accreditation (CIRO-ID)
• Financial Services/Brokerage experience
• Client-focused approach and ability to identify opportunities

Responsibilities

• Engage with Investment Advisors to support client portfolios and develop new business.
• Interact with high-net-worth clients to understand goals and improve the client experience.
• Proactively identify opportunities for business development and client engagement.
• Represent CIBC in local events to strengthen relationships and grow the practice.

Skills

Analytical Thinking

Business Development

Customer Experience

Developing Proposals

Financial Products

Investment Portfolios

Marketing Activities

Work Collaboratively

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your 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.

What you’ll be doing

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. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

How you’ll succeed

• 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’re a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).

Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.

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.

Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What CIBC Offers

• competitive salary
• incentive pay
• banking benefits
• a benefits program*
• defined benefit pension plan*
• an employee share purchase plan
• a vacation offering
• wellbeing support
• 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.

*Subject to plan and program terms and conditions

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 [e-mail]

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 test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process.

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 Location: 410 22nd Street East

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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.