Client Associate (IR licensed) Wood Gundy

Canadian Imperial Bank of Commerce; Vancouver; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Vancouver seeks a Client Associate to work with Investment Advisors, helping manage portfolios and develop new business on-site. You will engage with high-net-worth clients to improve the client experience and uncover opportunities, collaborating closely with the team to deliver tailored investment plans.

The role emphasizes client-first service, proactive communication, and community outreach to grow relationships and brand presence.

Qualifications

• Certified investment professional with CIRO-ID accreditation or equivalent.
• Experience in financial services/brokerage and familiarity with investment products.

Responsibilities

• Engage with high-net-worth clients to manage portfolios and uncover opportunities.
• Support Investment Advisors in developing client investment plans based on goals and risk tolerance.
• Build and deepen client relationships through proactive problem-solving and timely communication.
• Identify business opportunities and assist in marketing/outreach to grow client base.

Skills

Analytical Thinking

Business Development

Business Documentation

Customer Experience (CX)

Developing Proposals

Financial Products

Investment Portfolios

Marketing Activities

Transaction Banking

Work Collaboratively

Tools

Quotation Software

Job description

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*
0defined benefit pension plan*
• employee share purchase plan
0vacation offering0wellbeing support0MomentMakers, our social, points-based recognition program

*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]

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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.