At a Glance
- Tasks: Build and grow client portfolios through relationship management and exceptional service.
- Company: Join CIBC Wood Gundy, a modern, relationship-oriented bank.
- Benefits: Enjoy competitive salary, bonuses, banking perks, and wellness support.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must be a certified Investment Representative with financial services experience.
The predicted salary is between 48880 - 56980 £ per year.
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
- What you’ll be doing
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
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 $48,880 to $56,980.
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, 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’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).
- Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
- 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.
- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
- What CIBC Offers
- We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
- We aspire to give you a career, rather than just a paycheck.
- 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 Moment Makers, 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.
- *Subject to plan and program terms and conditions
- What you need to know
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).
We use artificial intelligence tools during the recruitment process.
Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
- Job Location
- Peterborough-135 Charlotte St
- Employment Type
- Regular
- Weekly Hours
- 37.5
Skills
- Analytical Thinking
- Business Development
- Business Documentation
- Customer Experience (CX)
- Developing Proposals
- Financial Products
- Investment Portfolios
- Marketing Activities
- Transaction Banking
- Work Collaboratively
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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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Client Associate (IR licensed) CIBC Wood Gundy in Peterborough employer: Canadian Imperial Bank of Commerce
CIBC is an exceptional employer that fosters a culture of trust, teamwork, and accountability, empowering employees to make a meaningful impact in their roles. Located in the vibrant city of London, our hybrid work model offers flexibility while ensuring you have the resources and support needed for professional growth. With a commitment to inclusivity and a focus on employee well-being, CIBC provides a dynamic environment where your contributions are valued and recognised.
Contact Details:
Canadian Imperial Bank of Commerce Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Associate (IR licensed) CIBC Wood Gundy in Peterborough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Canadian Imperial Bank of Commerce. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Associate (IR licensed) CIBC Wood Gundy in Peterborough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Canadian Imperial Bank of Commerce.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Canadian Imperial Bank of Commerce's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Canadian Imperial Bank of Commerce
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Canadian Imperial Bank of Commerce.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Canadian Imperial Bank of Commerce will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Canadian Imperial Bank of Commerce employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
