Client Specialist I
Client Specialist I
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 65000 - 80000
1 Vacancy
Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
CIBCs Wood Gundy team is the fullservice brokerage division of CIBC serving our high net worth clientele. As a Client Support Associate you will work closely with investment advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. Youll directly engage with high net worth clients to offer support uncover business opportunities and proactively improve the client will gain experience to advance your career into other roles within the brokerage environment and CIBC and keep up to date on current domestic and global investment market trends and new products. This position is a great opportunity to learn the investment business in professional and be part of a dynamic work environment in one of Canadas leading brokerages.
At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 13 days per week onsite while other days will be remote.
How youll succeed
Client engagement Focus on each client 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 clients 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 purpose to find the right solutions. You go the extra mile because its the right thing to do.
Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference.
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 know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision making.
Youre a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC) Conduct & Practice Handbook (CPH) and Investment Representative (IR) licensing. Its 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.
You have a degree/diploma in accounting finance or a related field. Minimum of 2 3 years of experience preferably in both loan and deposit areas.
You can demonstrate experience in using Metavante and ACBS Loan Origination Systems desired preferred.
Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
Risk & Compliance:
Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leaderships identification and mitigation of risks in their daily responsibilities not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk.
As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:
Following all aspects of the CIBC Code of Conduct as well as all applicable CIBC policies frameworks guidelines processes and controls
At all times acting in accordance with our Purpose and shared values to achieve our Banks strategic goals
Understanding and following the qualitative and quantitative components of our Risk Appetite Statements
Completing all annual Corporate Mandatory Training and Testing modules as well as any additional businessspecific modules as required and employing the learnings in daily activities and undertakings
Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e. HR management Ethics Hotline Whistleblower etc. upon observing activities that may be inconsistent with CIBCs policies frameworks guidelines processes and controls
Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients team members or other stakeholders
Escalating matters that can result in adverse market practices and outcomes thereby negatively impacting CIBCs reputation as a leading financial institution
At CIBC we offer a competitive total rewards package. This role has an expected salary range of $65000 $80000 for the market based on experience qualifications and location of the position. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees needs; including Medical Dental Vision Health Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave Parental Leave and Vacation) Holidaysand 401(k) in addition to other special perks reserved for our team members.
California residents your privacy rights regarding your actual or prospective employment
#LITA
What CIBC Offers
At CIBC your goals are a priority. 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* a vacation offering wellbeing support and MomentMakers our social pointsbased 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
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 attributebased assessment and other skills tests (such as simulation coding MS Office). 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
IL120 S LaSalle StEmployment Type
RegularWeekly Hours
40Skills
Analytical Thinking Cash Flow Analysis Client Service Customer Experience (CX) Investment Portfolios PostSales Support Product Knowledge Transaction BankingRequired Experience:
Unclear Seniority
Employment Type
Full-Time
