Client Associate, Wood Gundy

CIBC

Toronto, Ontario, Canada

Toronto, Ontario, Canada

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À propos

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font. Pour en savoir plus sur la Banque CIBC, visitez le site . 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. 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 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 good standing Canadian Securities Course (CSC), Conduct

Toronto, Ontario, Canada

Compétences linguistiques

English

Avis aux utilisateurs

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