Client Associate (IR Licensed) CIBC Wood Gundy

CIBC • Ottawa, ON

1d • 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. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

Requirements

• Current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing.
• Financial Services and/or Brokerage industry experience.
• Working knowledge of various quotation equipment is required.

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