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We’re building a relationship-oriented bank for the modern 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
The Institutional Asset Management team works closely with institutional investors in building investment solutions to help clients achieve their goals and objectives. As an Analyst, Institutional Client Experience, you will serve as a member of our dynamic and high-performing client facing team working in collaboration with the Institutional Asset Management team in the delivery of customized client solutions. You’ll be responsible for the completion of regular and ad-hoc deliverables for assigned institutional clients. You’ll respond to client and consultant informational inquires that helps to deepen client relationships and build upon CIBC AM’s reputation as a trusted advisor. In addition, you’ll partner with external business units to develop regulatory, organizational, operational and portfolio management expertise working alongside with partners across CIBC in the delivery of our client solutions.
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 you’ll succeed
Responsible for completing client deliverables – Under the supervision of Senior Associate, Institutional Client Relations, you’re responsible for the completion of client deliverables efficiently and working to ensure service standards, policies and procedures are consistently and effectively applied. These deliverables include: Client onboarding and new account opening, offboarding and account closing, client and account maintenance, monthly, Quarterly and ad-hoc client reporting and presentations, submission of trade instructions for processing, compliance and due diligence Questionnaires from clients and ad-hoc client support.
Investment Management Proposals – Under the supervision of Senior Associate, Institutional Client Solutions, contribute to the client solutioning process in completing customized Request for Proposals (RFPs), Request for Information (RFIs), and Due Diligence Questionnaires (DDQs).
Database Content Maintenance – Under the supervision of a Senior Associate, Institutional Client Solutions, update qualitative content, and review quantitative content in the global investment management databases (e.g, eVestement)
Continuous Improvement Spirit – Work in collaboration with institutional team on ad-hoc continuous improvement projects, including operational and technological business improvement initiatives to achieve efficiencies and improve the overall client experience.
Asset class knowledge - Work alongside Client Portfolio Managers to support the creation of asset class materials for the institutional client audience, including client presentations, pitchbooks, commentaries, and other ad-hoc projects for clients and prospective clients.
Cross-functional relationships - This role will require communication with external consultants, clients and prospective clients for the purposes of responding to specific information requests. This role will also participate client/consultant/prospective client meetings. On a regular and ongoing basis, this position interacts with all functional areas of the firm.
Who you are
You put our clients first. You are driven by promoting the client experience in all that you do..
You can demonstrate experience in traditional and alternative investment solutions . You have at least 2-3 years of investment industry experience, with exposure to most asset classes and different types of institutional clients.
You're motivated by collective success. You have a collaborative spirit and a proven ability to develop and maintain strong working relationships with key client and internal stakeholders.
You’re goal oriented. The role is dynamic and high-paced and requires the ability to prioritize and manage a wide range of responsibilities while, at the same time, developing an understanding of our clients and strategies.
You're digitally savvy. You have extensive technical skills using applications including MS Excel, PowerPoint, Word, and Bloomberg. Experience using the global databases (e.g., eVestment) is an asset.
You’re a certified professional. Your enrollment in the CFA or CIM designations is preferred. You have demonstrated strong interests in markets and investment management.
You have a degree/diploma in business or equivalent.
You act like an owner. You are an experienced self-motivated investment professional, with a demonstrated reputation for excellence, intellectual curiosity, and a strong work ethic.
You're 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
*Subject to 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 Mailbox.careers-carrieres@cibc.com
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
Expected End Date
2024-03-29Job Location
Trader-1000 Gauchetière OEmployment Type
Temporary (Fixed Term)Weekly Hours
37.5Skills
Active Listening, Analytical Thinking, Client Relationship Management, Customer Experience (CX), Department Administration, Interpersonal Communication, Operational Efficiency, Work CollaborativelyOfficial account of Jobstore.
We’re building a relationship-oriented bank for the modern 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
As Wealth Management continues to focus on its strategic objectives of enhancing the client relationship and driving asset growth, the Associate Branch Manager plays a key role in leading and motivating their team to deliver a superior client experience through an integrated wealth management offer. Through strong sales leadership, Associate Branch Managers are responsible for building a culture of excellence by collaborating with partners and coaching Advisors as they build high quality practices. Their efforts are critical in driving strategic business initiatives such as succession planning, talent acquisition and development of staff to position the business for future success.
Key focus will include: Enterprise focused leadership, profitable sustainable growth, client experience and engagement, talent Management, risk Management, succession Planning.
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 you'll succeed
Sales Leadership and Management - Work with the Branch Manager to leverage relationships with CIBC partners to maximize opportunities to meet client needs (i.e. Commercial Banking, Business Banking, Private Wealth Management, and Retail Distribution). Build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals. Develop a client-centric management culture with a strong focus on creating value for clients; through emphasis on a strong advisory focus, sales, risk management and performance orientation . Lead and coach a high performing sales team of Investment Advisors and supporting team members (i.e. Associate Investment Advisors) to achieve high performance standards and deepen client relationships and consolidate business to CIBC. Facilitate and/or provide support and training to ensure the sustainment and effective use of advisory and client relationship management tools. Monitor the branch’s business performance against plan and implement action plans to close any gaps. Champion CIBC within the community to deepen existing client relationships and develop new ones. Build CIBC Wood Gundy’s market profile through active involvement in the community, with key industry associations, advocates and clients. Implement & ensure execution on the firm’s key strategic initiatives
Client Experience and Satisfaction. Improve the overall client experience by role modeling how to deepen client relationships, meet clients financial needs and provide a high standard of customer service. Coach employees to introduce clients to the employee best able to meet their needs or to refer them to the appropriate partner (e.g. CIBC Private Investment Counsel, Private Banking, Imperial Service). Encourage clients to adopt self-service channels to complement their transactional needs (Investors Edge). Role model how to address client complaints and concerns and resolve them quickly to ensure a positive client experience
Relationship Management. Establish relationships with peers and others to share ideas, for informal coaching and for mentoring. Work collaboratively with partners to maximize market opportunities, overall branch growth and profitability. Manage relationships with other areas of the Bank who provide support services to the branch to ensure effective and efficient operations
People Management - Act as a champion of CIBC vision and values to create “One Team, One CIBC” and ensure employee adherence. Communicate, promote and reinforce the strategy and key messages of the firm .Work with employees to understand their capabilities and skills, and provide regular coaching to help them develop. Help create future opportunities for employees by providing development opportunities such as job shadowing, special projects, and training. Recognize and reward successes to influence improved performance and employee commitment to the organization. Provide fair and accurate formal and informal feedback. Identify and remove obstacles to performance. Explain how performance expectations align with business priorities. Proactively recruit high potential employees within the community. Partner with Human Resources on all employee issues or concerns
Governance and Controls. Protect our Bank, our clients and our shareholders by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines and by ensuring that employees adhere to established policies, practices and procedures. Ensure that clients are provided with the most appropriate financial advice through regular reviews of the work and advice provided by our employees. Ensure that we are providing a safe environment in which to work by following CIBC policies and procedures.
Operational Effectiveness To oversee all facets of branch operations as it relates to: Supervision of all activities of each branch office and/or sub branch office assigned. Specifically responsible for ensuring the handling of client business is within bounds of ethical conduct, consistent with just and equitable principles of trade and not detrimental to the interests of the securities industry. Play leadership role in resolving client complaints. Create a culture of operational excellence leading to strong compliance and operational governance results with adherence to the management of irregularities, Code of Conduct, Reputation and Legal Risk policies and training requirements.
Compliance requirements As a manager of people, this job must ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.
Authorities/decision rights As a manager of people, this job has the authority to assign tasks to employees within their span of control (Associate managers overseeing multiple sub branches will move toward a span of control of 25 to 35 direct reports), select individuals for hire, assess individual performance, make employee compensation decisions and take disciplinary measures up to and including termination in consultation with the Regional Director and appropriate partners .As the Associate Branch Manager, this job has the authority to resolve client complaints within guidelines and escalate for resolution when required, execute overrides as per operating procedures and delegate approvals within prescribed limits.
Cross functional relationships Senior leaders within all CIBC lines of business. Timely collaboration with various internal stakeholders – Compliance, Human Resources, National Marketing, Legal, Strategic Advisory Programs & Product & Sales (i.e. Insurance), CIBC Wood Gundy clients & external contacts include clients, consultants, lawyers, regulators, investment associations
How you are
Designations/Accreditations: Successful completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) Branch Managers Examination Course (BME). Advanced financial planning courses such Wealth Management Essentials (WME) and the Certified Financial Planner (CFP) and Certified Investment Manager (CIM) are required. Advanced accreditation required specifically to ensure registration as a Supervisor
Leadership: Advanced leadership capabilities and coaching skills sufficient to lead, motivate and influence diverse teams or individuals and to effectively implement change, develop synergies and increase profitability of the business. Excellent relationship building skills to establish strong key relationships with clients, employees, peers, partners, senior leadership and centres of influence within the community. Well-developed influencing and negotiating skills sufficient to promote the vision and integrated offer. Superior people management and development capabilities. Well-developed leadership skills sufficient to inspire team members to aspire to the vision and values of CIBC. Ability to handle high levels of complexity and ambiguity. Proven problem solving approach and capability to develop unique approaches and solutions necessary to resolve complex problems and make recommendations to executives. Team player committed to the success of others, accountable for success, and willing to share ideas and debate options, with a strategic view of the broader business coupled with an understanding of the economics of the business.
People Management and Development: Ability to provide the appropriate ongoing learning and coaching to ensure the continuous improvement of the capabilities of the sales and service team within the branch. Well-developed knowledge of human resource practices (e.g. hiring, performance management).
Business Development: Strong business development skills with an ability to identify business opportunities and implement successful strategies. Requires awareness of business issues, processes, and outcomes as they impact CIBC Wood Gundy and our clients.
Sales & Sales Management: Well-developed sales management and advisory coaching experience and skills. Solid understanding of sales and sales management processes as well as the knowledge required to ensure the delivery of an efficient and effective client experience while maximizing business opportunities. Proven ability to provide financial advice and solutions to meet client needs through a high performing sales and service team.
Business & Product Knowledge: Demonstrated experience and in-depth knowledge of retail brokerage and products. An ability to communicate effectively with Investment Advisors, Investors and other key contacts about roles of quantitative and performance analysis, awareness of markets and industry issues, financial planning and other pertinent topics. Well-developed management accounting skills sufficient to determine the financial health and viability of a business
Work conditions: Work is performed within a fast-paced environment with multiple and concurrent priorities. May be required to work outside of normal working days/hours.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
You're 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 Mailbox.careers-carrieres@cibc.com
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.
Job Location
600 Boul De Maisonneuve OuestEmployment Type
RegularWeekly Hours
37.5Skills
Accountability, Business, Business Development, Client Relations, Client Relationship Management, Coaching, Customer Experience (CX), Financial Advising, Hiring, Investment Advising, Leadership, People Management, Relationship Management, Results-Oriented, Sales Management, Strategic Initiatives, Succession Planning, Talent ManagementOfficial account of Jobstore.
We’re building a relationship-oriented bank for the modern 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
You will be part of a dynamic team in one of Canada's largest Asset Management (CAM) firms within the Canadian wealth industry. We are looking for energetic, sales savvy and client service oriented individuals to join our team. In your role as a Business Development Manager, you will work with a Director, Regional Sales within a defined territory to increase market share of CIBC Asset Management with existing clients while incrementally developing new business relationships by prospecting. Your primary sales activity will be over the telephone and, when required, meet the client face to face as determined by events and activities within the region.
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 You’ll Succeed
Who You Are
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 competitive compensation, 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 Mailbox.careers-carrieres@cibc.com
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.
Job Location
Non-Trader-1000 Gauchetière OEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Reports, Business Acquisitions, Business Development, Business Initiatives, Client Relationship Management, Customer Experience (CX), Customer Retentions, Investment ResearchOfficial account of Jobstore.
We’re building a relationship-oriented bank for the modern 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
Job Description
What you'll be doing
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative 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. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.
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 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 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.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
You're 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 health benefits program, defined benefit pension plan, an employee share purchase plan 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
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 Mailbox.careers-carrieres@cibc.com
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.
Job Location
Montreal-1000DeLaGau.,31stEmployment Type
RegularWeekly Hours
37.5Skills
Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Taking InitiativeOfficial account of Jobstore.
We’re building a relationship-oriented bank for the modern 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
Job Description
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.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangement will be discussed at the time of your interview.
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 & Practice Handbook (CPH), and Investment Representative (IR) licensing. It is 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.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
You're 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 compensation, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan 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.
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 Mailbox.careers-carrieres@cibc.com
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.
Job Location
Montreal-1000DeLaGau.,31stEmployment Type
RegularWeekly Hours
37.5Skills
Official account of Jobstore.
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