Client Associate (IR Licensed) CIBC Wood Gundy

CIBC • Vancouver, BC

9d • 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

• 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.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

Nice To Haves

• Registered Representative (RR) licensing.

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.
• 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
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed