Trust Administrator

CIBC•Halifax, NS

1d•Hybrid

About The Position

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with investment advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience. You will gain experience to advance your career into other roles within the brokerage environment and CIBC and keep up to date on current domestic and global investment market trends and new products. This position is a great opportunity to learn the investment business in professional and be part of a dynamic work environment in one of Canada’s leading brokerages. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

You have current accreditation and good standing as an Investment Representative (IR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Financial services and/or brokerage industry experience, and working knowledge of various quotation equipment is required.
You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

Registered Representative (RR) licensing.

Responsibilities

Focus on each client 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