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Jobs at Cibc in United Kingdom

Client Associate CIBC Wood Gundy

CIBC

Belleville
On-site
CAD 50,000 - 70,000
Today
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Associate Financial Advisor

CIBC

Northwestern Ontario
On-site
CAD 60,000 - 80,000
Today
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Client-Focused Financial Advisor (Personal & Business)

CIBC

Northwestern Ontario
On-site
CAD 60,000 - 80,000
Today
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Relationship-Focused Financial Advisor

CIBC

Northwestern Ontario
On-site
CAD 60,000 - 80,000
Today
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Financial Advisor - CIRO-ID

CIBC

Northwestern Ontario
On-site
CAD 60,000 - 80,000
Today
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Market VP, Personal Banking - BC Interior

CIBC

Kamloops
On-site
CAD 100,000 - 130,000
Yesterday
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Market Vice President, BC Interior

CIBC

Kamloops
On-site
CAD 100,000 - 130,000
Yesterday
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Client Experience Banking Specialist

CIBC

Calgary
On-site
CAD 30,000 - 45,000
2 days ago
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Client Service Representative [Hourly]

CIBC

Calgary
On-site
CAD 30,000 - 45,000
2 days ago
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Strategic Business Banking Relationship Manager

CIBC

Goderich
On-site
CAD 70,000 - 90,000
6 days ago
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Relationship Manager, Business Banking

CIBC

Goderich
On-site
CAD 70,000 - 90,000
6 days ago
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Client Service & Banking Support Specialist

CIBC

Castlegar
On-site
CAD 40,000 - 60,000
6 days ago
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Client Service Representative

CIBC

Castlegar
On-site
CAD 40,000 - 60,000
6 days ago
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Client Associate

CIBC

London
On-site
CAD 60,000 - 80,000
11 days ago

Mortgage Solutions Support Specialist – Remote

CIBC

Regina
Remote
CAD 40,000 - 60,000
11 days ago

Sales Support / Admin Representative (12 Month Contract)

CIBC

Regina
Remote
CAD 40,000 - 60,000
11 days ago

Spécialiste Principal – Services Financiers & Conseil

CIBC

Ottawa
On-site
CAD 60,000 - 90,000
11 days ago

Spécialiste en services financiers principal – OCRCVM (Régime de rémunération variable des spéc[...]

CIBC

Ottawa
On-site
CAD 60,000 - 90,000
11 days ago

Client service representative, 20h/weekly - Chicoutimi, QC

CIBC

Saguenay
On-site
CAD 40,000 - 55,000
12 days ago

Universal Banker

CIBC

Regina
On-site
CAD 50,000 - 70,000
12 days ago

Relationship Banker for Personal & Business Banking

CIBC

Regina
On-site
CAD 50,000 - 70,000
12 days ago

Banking Client Experience Specialist

CIBC

Iqaluit
On-site
CAD 50,000 - 65,000
13 days ago

Client Service Representative

CIBC

Iqaluit
On-site
CAD 50,000 - 65,000
13 days ago

Investment Admin Assistant: Client & Advisor Support

CIBC

Eastern Ontario
On-site
CAD 40,000 - 55,000
13 days ago

Administrative Assistant

CIBC

Eastern Ontario
On-site
CAD 40,000 - 55,000
13 days ago

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Client Associate CIBC Wood Gundy
CIBC
Belleville
On-site
CAD 50,000 - 70,000
Full time
Yesterday
Be an early applicant

Job summary

A leading financial institution in Belleville seeks a Client Associate to manage client portfolios and provide trusted investment advice. Candidates must have relevant Canadian financial certifications and experience in building strong client relationships. This role offers competitive benefits and a focus on personal and professional development.

Benefits

Competitive salary
Defined benefit pension plan
Employee share purchase plan
Vacation offering

Qualifications

  • Must have current accreditation and be in good standing with CSC, CPH.
  • Financial Services and/or Brokerage industry experience is required.
  • Experience with various quotation equipment is an asset.

Responsibilities

  • Build and grow Wood Gundy client portfolios through relationship management.
  • Engage with high-net-worth clients to improve their experience.
  • Support business development activities with Investment Advisors.

Skills

Analytical Thinking
Business Development
Customer Experience (CX)
Investment Portfolios

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 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. To learn more about CIBC, please visit CIBC.com

What You’ll 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.

How You’ll Succeed
  • 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.
  • 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.
  • 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, 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.
  • 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 Mailbox.careers-carrieres@cibc.com
  • 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 Location

Belleville-199 Front Street

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

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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