CIBC
Financial Services
ClientAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Associate at CIBC. Skills: Client relationship management, Business development, Investment advisory support. Manage client portfolios. Develop new business”
What You'll Achieve.
Improve client experience; Deepen client relationships; Generate future opportunities
Industry & Context.
Critical thinking
What They're Looking For.
Must Have
Investment Representative (IR) accreditation, Financial Services industry experience, Brokerage industry experience, Working knowledge of quotation equipment
Nice to Have
Registered Representative (RR) licensing
What You'll Do.
Manage client portfolios
Engage with high-net-worth clients
Uncover business opportunities
Improve client experience
Identify business opportunities
Support business development activities
Build investment plans
Heighten CIBC brand awareness
Participate in marketing activities
Participate in outreach activities
How You'll Work.
Team & Collaboration
Work with Investment Advisors; Communicate with team
Communication Scope
Client communication
Full Job 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 visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What 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. 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._ The expected annualized base salary range for this role is $50,840 to $59,350. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process. **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,
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