Client Associate (RR licensed) Wood Gundy

Canadian Imperial Bank of Commerce; Burlington; Hybrid; CAD 65,000 - 90,000; Full time

Job summary

Canadian Imperial Bank of Commerce (CIBC) seeks a licensed Registered Representative to focus on client engagement, understand client needs, and build trust within the Halton Region Burlington area. You will connect personally with clients to advance relationships and deliver tailored financial solutions.

The role emphasizes business development, prospecting opportunities with Investment Advisors, and active community engagement to grow our client base while upholding CIRO-ID requirements and

Qualifications

• Certified and in good standing as a Registered Representative (RR) with CIRO-ID.
• 3-5 years of brokerage industry experience.
• Ability to identify opportunities and build client relationships.

Responsibilities

• Client engagement focused on personalizing interactions and building trust.
• Proactively identify business opportunities and support investment planning.
• Build CIBC brand awareness through local events and outreach.

Skills

Client engagement

Business development

Relationship building

CIRO-ID RR licensing

Brokerage experience

Tools

Quotation equipment

Job description

* **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.* **You're a certified professional**. You have current accreditation and are in good standing as a **Registered Representative (RR)** licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).* **A minimum 3-5 years** of 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.* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, 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.* 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).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.