Business Development Associate CIBC Wood Gundy

CIBC•Vancouver, BC

2d•Onsite

About The Position

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high-net-worth clientele. As a Business Development Associate, you will be responsible for providing support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.

Requirements

You put our clients first.
You engage with purpose to find the right solutions.
You go the extra mile, because it’s the right thing to do.
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.
Your critical thinking skills help to inform your decision making.
You’re passionate about people.
You find meaning in relationships, and surround yourself with a diverse network of partner.
You build trust through respect and authenticity.
Values matter to you.
You bring your real self to work and you live our values - trust, teamwork, and accountability.
Financial Services and/or Brokerage industry experience and working knowledge is an asset.

Nice To Haves

You’re a certified professional.

Responsibilities

Cold-call potential clients to book financial reviews with an Investment Advisor
Generate leads and/or sales opportunities reach out to prospective clients through prospecting to set up appointments with the IA.
Develop and nurture the business opportunity leads and the sales pipeline through cold-calls, follow-up calls, and emails
Provide the Investment Advisor with regular updates regarding client leads
Be responsible for organizing seminars (e.g. Scheduling, booking rooms, preparing marketing approvals, etc).
Maintain compliance standards in client dealings/client files.
Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams.
Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.
As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met.
Respond to requests by answering questions and providing an exceptional experience.
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.
Work closely with your team to connect clients with the right opportunities.
Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files.
Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.