Client Associate (IR Licensed) CIBC Wood Gundy

CIBC•Barrie, ON

10d•Onsite

About The Position

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, the work environment is designed for you to thrive in your role, requiring you to be on-site full-time Monday through Friday.

Requirements

Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Financial Services and/or Brokerage industry experience.
Working knowledge of various quotation equipment.

Nice To Haves

Registered Representative (RR) licensing.

Responsibilities

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.
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.
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.

Benefits

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
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.