Cibc
Client Associate (IR licensed) Wood Gundy
Winnipeg, MB · Full-time
Sponsorship not specifiedDetected 1 day ago
ExpressBusiness DevelopmentRecruitingProblem SolvingCritical Thinking
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16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- We need talented, passionate professionals who are dedicated to doing what's right for our clients.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- How you'll succeed - Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful.
Responsibilities
- 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.
- Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships.
- 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.
Requirements
- You have current accreditation and are in good standing as an Investment Representative (IR) 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 are motivated by accomplishing your goals and delivering your best to make an impact.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day
- We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Compensation
- 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
Company info
- At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
- At CIBC we enable the work environment most optimal for you to thrive in your role.
- You bring your real self to work, and you live our values - trust, teamwork, and accountability.
This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.