Client Associate Full-time Job9 months ago - Financial Services - Montréal - 6.9K views
What You’ll Be Doing
You’ll join a team that goes above and beyond for their clients. As a Client Associate, you’ll 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.
How You’ll Succeed
- 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.
- Relationship Building - 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.
Who You Are
- 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 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.
- 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. Financial Services and/or Brokerage industry experience, and 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.
What CIBC Offers
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
- Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning , and comprehensive product training
- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture.