Client Associate - CIBC, Surrey

Role overview

We are building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what is right for our clients. As a member of CIBC Wood Gundy in Surrey, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. You will work closely with Investment Advisors to help manage portfolios and develop new business, directly engaging with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

Who we're looking for

• You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• Registered Representative (RR) licensing is an asset.
• Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
• You put our clients first, engage with the purpose of finding the right solutions, and go the extra mile.
• You are driven to succeed, motivated by accomplishing goals, and eager to deliver your best to make an impact.
• You care about people, understand different perspectives, listen, and learn from the experiences of others.
• You notice details that others do not, and your critical thinking skills help inform your decision-making.

Day-to-day

• Focus on each client experience and connect on a personal level to make every interaction meaningful while anticipating needs.
• Proactively identify business opportunities and work closely with Investment Advisors to support business development activities and investment plans.
• Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.
• Work on-site full-time Monday through Friday in Surrey.

About the company

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. We offer competitive compensation, a banking benefit, wellbeing support, employee and family assistance programs, and MomentMakers, our social, points-based recognition program.