Business Development Associate CIBC Wood Gundy

Job Description

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 CIBC’s Wood Gundy team is 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. The expected hourly rate of pay range for this role is $25.00 to $27.55. 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