Client Associate (IR Licensed) Bilingual CIBC Wood Gundy

CIBC•Ottawa, ON

5d•Onsite

About The Position

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.

Requirements

Fully bilingual in French and English speaking and writing.
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 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.

Responsibilities

Building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
Working closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
Directly engaging with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
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.