Client Associate CIBC Wood Gundy

6 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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

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.

How You’ll Succeed

• Client Engagement - 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.
• 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

What CIBC Offers

What You Need To Know

Job Location

Ottawa-150 Elgin St., #2100

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

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking

Referrals increase your chances of interviewing at CIBC by 2x

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr