What You’ll Be DoingAs 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.The expected annualized base salary range for this role is $50,840 to $59,350. In addition to base pay, compensation includes participation in an annual discretionary incentive or bonus program.How You’ll SucceedClient 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 AreYou’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,



engaging with the purpose of finding the right solutions and going the extra mile because it is the right thing to do.You are driven to succeed, motivated by accomplishing your goals and delivering your best to make an impact.You engage with your heart and mind, caring about people and understanding different perspectives. You listen and learn from the experiences of others.You understand that success is in the details, noticing 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 OffersCompetitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and a points‑based recognition program.Access to spaces and technological tools to collaborate and innovate.Culture to express your ambition, such as a paid day off dedicated to your growth and development (Purpose Day).What You Need To KnowCIBC is committed to creating an inclusive setting where all team members and clients feel like they belong. We seek candidates with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact [email protected] is committed to clarity in its hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.We may ask you to complete an attribute‑based assessment and other skills tests.We use artificial intelligence tools during the recruitment process.Job LocationBC – Vancouver, 1055 Dunsmuir St., 24th FloorEmployment TypeRegularWeekly Hours37.5Key SkillsAnalytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively#J-18808-Ljbffr

📌 Client Associate (Ir Licensed) Cibc Wood Gundy - C$50,840 - C$59,350 A Year (Winnipeg)
🏢 CIBC Wood Gundy
📍 Winnipeg