At a Glance
- Tasks: Engage clients, identify business opportunities, and build lasting relationships.
- Company: Join CIBC Wood Gundy, a trusted name in financial services.
- Benefits: Enjoy competitive salary, banking perks, and a supportive benefits program.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must have IR licensing and a passion for client engagement.
- Other info: Experience a culture of trust, teamwork, and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
* **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.* **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 are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID). 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.* 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 support, 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.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.* CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.* You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.* We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities – a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr
Client Associate (IR Licensed) CIBC Wood Gundy employer: Canadian Imperial Bank of Commerce
Contact Detail:
Canadian Imperial Bank of Commerce Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Associate (IR Licensed) CIBC Wood Gundy
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of digging into CIBC's values and how they align with your own. This will help you connect on a personal level during your chat and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Attend local events or webinars related to finance and investment. Not only will you meet potential colleagues, but you’ll also get a feel for the community vibe at CIBC. Plus, who knows? You might bump into someone from the team!
✨Tip Number 3
Prepare to showcase your client engagement skills! Think of examples where you've gone the extra mile for clients in the past. Be ready to share these stories during your interview to demonstrate how you put clients first, just like CIBC does.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the CIBC family and are keen to contribute to their mission of helping clients achieve their financial goals.
We think you need these skills to ace Client Associate (IR Licensed) CIBC Wood Gundy
Some tips for your application 🫡
Personalise Your Application: When you're writing your application, make sure to personalise it. Show us how your experiences align with our values and the role. We want to see your personality shine through!
Highlight Relevant Experience: Don’t forget to highlight any relevant experience you have in client engagement or business development. We love seeing how you've gone the extra mile for clients in the past!
Be Detail-Oriented: Remember, success is in the details! Make sure your application is free from typos and clearly structured. This shows us that you understand the importance of precision in your work.
Apply Through Our Website: We encourage you to apply through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Canadian Imperial Bank of Commerce
✨Know Your Clients
Before the interview, research CIBC Wood Gundy and understand their client engagement philosophy. Be ready to discuss how you would connect with clients on a personal level and anticipate their needs. This shows that you’re not just interested in the role, but also in enhancing the client experience.
✨Showcase Your Business Development Skills
Prepare examples of how you've identified business opportunities in previous roles. Think about specific instances where you supported business development activities or helped build investment plans. This will demonstrate your proactive approach and ability to contribute to the team’s success.
✨Emphasise Relationship Building
Be ready to talk about your networking experiences and how you've built lasting connections in your community. Mention any local events you've attended or marketing activities you've participated in. This will highlight your commitment to growing the CIBC brand and creating future opportunities.
✨Demonstrate Your Values
CIBC values trust, teamwork, and accountability. Prepare to share how you embody these values in your work. Use specific examples that illustrate your critical thinking skills and attention to detail, as well as how you engage with clients and colleagues with empathy and understanding.