We’re building a relationship-oriented bank for the contemporary 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
CIBC’s Wood Gundy teamis the full-service brokerage division of CIBC serving our high-net-worth clientele.As a Business Development Associate, you will be responsible for providing support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.
- Cold-call potential clients to book financial reviews with an Investment Advisor
- Generate leads and/or sales opportunities
- reach out to prospective clients through prospecting to set up appointments with the IA.
- Develop and nurture the business opportunity leads and the sales pipeline through cold-calls, follow-up calls, and emails
- Provide the Investment Advisor with regular updates regarding client leads
- be responsible for organizing seminars (eg. Scheduling, booking rooms, preparing marketing approvals, etc).
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 part time Monday-Friday.
The expected hourly rate of pay range for this role is $25.06 to $27.62.
The hourly rate 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.
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
- Administrative Support - Maintain compliance standards in client dealings/client files.Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
- Client Engagement - Connect on a personal level to make every interaction meaningful.
Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.
- 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. Work closely with your team to connect clients with the right opportunities.
- Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.
Who you are
- You’re a certified professional. Financial Services and/or Brokerage industry experience and working knowledge is an asset.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- 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. Your critical thinking skills help to inform your decision making.
- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions
📌 Business Development Associate (Canada)
🏢 CIBC
📍 Canada