Client Associate, Wood Gundy

CIBC•Halifax, NS

10d•Hybrid

About The Position

As a member of CIBC Wood Gundy, you will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. In this Client Associate role, you will work closely with Investment Advisors to help manage 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. CIBC supports a work environment most optimal for you to thrive, and details on your work arrangement (proportion of on-site and remote work) will be discussed during your interview.

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

Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service
Work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business
Directly engage 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

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