CIBC

Financial Services

ClientAssociate(IRLicensed)

$51–51k Mississauga, Ontario, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Associate (IR Licensed) at CIBC. Skills: Client Engagement, Business Development, Relationship Building. Work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.. Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.”

What You'll Achieve.

Make every interaction meaningful.; Build trust and deepen client relationships.; Improve the client experience.; Support business development activities.; Assist in the building of investment plans.; Generate future opportunities.

Industry & Context.

Financial Services
Problems you'll solve

Critical thinking skills help to inform your decision making.

Eligibility Requirements

On-site full-time Monday through Friday, 18 month contract position, Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process

What They're Looking For.

Must Have

Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Financial Services and/or Brokerage industry experience, Working knowledge of various quotation equipment

What You'll Do.

Work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.

Directly engage with high-net-worth clients to offer support

uncover business opportunities

and proactively improve the client experience.

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.

and opportunities to improve the client experience.

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

and risk/reward tolerance.

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.

How You'll Work.

Team & Collaboration

Work closely with Investment Advisors at CIBC Wood Gundy.; Communicate promptly with your team to build trust and deepen client relationships.

Communication Scope

Communicate promptly with your team

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._ This is an 18-month contract position which has the potential to become a permanent full-time opportunity. 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. 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, processes, and opportun

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