Client Associate - Bridgewater, Canada - CIBC
Description
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 visitWhat you'll be doing
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangement will be discussed at the time of your interview._
Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.
As determined by the IA, assist in processes to direct assets into suitable financial products based on the client's risk reward tolerances and demographic profile.- 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- You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is 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 is 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, 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to program terms and conditions
Expected End Date
Job Location
140 North Street
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
Skills:
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Product Knowledge, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively
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