Client Associate, Winter 2025 Co-Op – CIBC

Title of the Job: Client Associate, Winter 2025 Co-Op

Location: Montreal, QC

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 visitWhat you’ll be doingAs a Client Associate, you will provide administrative and ongoing support to different teams that exceeds expectations for its clients. As a Client Associate in Wood Gundy’s brokerage department, you will work closely with an Advisor, who plans and manages clients’ investments, and their team. In 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 will be discussed at the time of your interview.Important InformationPlease note, we have multiple positions available under this posting and you may be considered by more than one hiring team.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.You must be currently enrolled in post-secondary education and returning to full-time studies to be eligible. However, you do not need to be in a registered Co-Op program to be considered for a role.Recruitment timeline: Applications review – September/October; Interviews – October/November; Offers – NovemberPlease include your resume (no more than 2 pages), a cover letter (no more than 1 page), and your most recent unofficial transcript with your application. These should all be uploaded into the Resume section of the application as one document.Work Location: In person position. Further clarity on the work location will be provided at the time of your interview. Please note all employees must work within their current jurisdiction and must reside within Canada.Duration of term: Winter 2025 term (January-April)How You’ll SucceedClient Engagement – You’ll 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.Critical Thinking – Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution.Organizational Skills – Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.Administrative Support – You’ll maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with branch management.Who You AreYou 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 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 have advanced communication and interpersonal skills. You have the ability to interact with people at all levels.You are working towards a degree/diploma. You are working towards a Bachelor’s degree in a business-related discipline and/or knowledge of business, economics and/or finance through education and experience.Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.What CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permitWe 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.Expected End Date 2025-04-25Job Location Montreal-1 Place Ville MarieEmployment Type Temporary (Fixed Term)Weekly Hours 37.5Skills

Company Name: CIBC

Salary:

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