Client Associate, Wood Gundy-Bilingual

Sherbrooke - Canada

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Were building a relationship-oriented 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

As a Client Associate you will provide administrative and ongoing support to a team that exceeds expectations for its clients. As a Client Associate in Wood Gundys brokerage department you will work closely with your Advisor who plans and manages clients investments and your this fast-paced environment you will play a key role in supporting and servicing high-net-worth client accounts.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How youll succeed

Client Engagement- Focus on each clients 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 find business opportunities for your team. Work closely with investment advisors to support business development activities and help create investment plans based on the clients profile objectives and risk tolerance in relation to return.
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 clients first. You communicate to find the right solutions. You exceed expectations because its the right thing to do.
You are a certified professional: You are a Registered Representative (RR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH).
You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.
You understand that every detail counts. You notice things that others dont. Your critical thinking skills help inform your decision-making.
You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way
Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.
Values matter to you. You are your own person at work and embody our values of trust teamwork and accountability
Youre fluent in French and English to serve our clients in the community.

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* 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.

*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 attribute-based assessment and other skills tests (such as simulation coding French proficiency 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

Sherbrooke-3000 King St West

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability Activity Coordination Interpersonal Communication Multitasking Office Administration Organizational Efficiency Personal Initiative

Required Experience:

Were building a relationship-oriented 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 meaningf...