We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
You’ll join a team that goes above and beyond for their clients in every stage of their lives. As a Client Associate, you’ll work closely with Investment Advisors at CIBC Wood Gundy to help manage their business by focusing on portfolio management and portfolio support. You’ll 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. Details of your work arrangements will be discussed at the time of your interview.
How You'll Succeed
- Portfolio Management - Actively monitor investment solutions and portfolios adherence with their stated investment objective and guidelines. In a timely and accurate manner, update changes to portfolio holdings based on established criteria and/or research. Prepare and distribute annual review reporting for client portfolios
- Market Knowledge - A good knowledge and/or interest in the capital markets and portfolio construction. Undertake research and evaluate risk criteria to support investment recommendations. Ongoing research and due diligence on products and managers
- Client Engagement - 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.
- Business Development – 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.
Who You Are
You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It’s an asset if you have Registered Representative (RR) licensing and CIM designation preferred. Financial Services and/or Brokerage industry experience, and working knowledge of various quotation equipment is required.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You’re a team player. While being able to work on your own, you understand that you need to work in concert with the team, and sometimes needing to pivot quickly during the day to handle new tasks.
- 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.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What You Need To Know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
333 Bay Street, 28th floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively
