17 meilleures offres (client advisor, saskatoon, sk) (à pourvoir)

Client Associate (IR licensed) Wood Gundy
CIBC —Saskatoon, SK
- Temps plein
- Développement commercial
- Services financiers
- Marketing
Investment Advisor
Royal Bank of Canada —Saskatoon, SK
- Temps plein
- Développement commercial
- Services financiers
- Affaires
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Saskatoon, SK
- Temps plein
- Salesforce
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Financial Planner
Harbourfront Wealth Management —Saskatoon, SK
- Services financiers
- Compétences en communication
Postuler rapidement
Senior Financial Advisor , CIRO - MFD
CIBC —Saskatoon, SK
- Temps plein
- Vente
- Développement commercial
- Services financiers
Staff Accountant - Audit - Co-op/Intern - 2027 - Saskatchewan
Deloitte —Saskatoon, SK
- De 52 000 $ à 55 500 $ par an
- Travail hybride
- Recherche
- Microsoft Office
- Baccalauréat
il y a 13 jours
Accountant, Assurance [New Grad Winter - Jan 2027]
Doane Grant Thornton —Saskatoon, SK
- Temps plein
- Travail hybride
il y a 4 jours
Senior Bookkeeper, ease Cloud Accounting Services (On-Site or Remote)
MNP —Saskatoon, SK
- QuickBooks
- En présentiel
- Affaires
Accountant, Assurance and Accounting
MNP —Saskatoon, SK
- Service à la clientèle
- Finance
- Baccalauréat
il y a 5 jours
Co-op, Assurance and Accounting
MNP —Saskatoon, SK
- Service à la clientèle
- Finance
- Baccalauréat
il y a 9 jours
Corporate Accountant & Financial Systems
Clarence Campeau Development Fund —Saskatoon, SK
- De 85 000 $ à 95 000 $ par an
- Temps plein
- Compétences rédactionnelles
- Analyse de données
- Finance
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 9 jours
Senior Account Executive, Strategic Accounts
Saskatchewan Blue Cross —Saskatoon, SK
- Travail hybride
- Logiciels de GRC/CRM
- Marketing
- Microsoft Office
il y a 3 jours
Service Administrator, Ens Lexus
Ens Lexus —Saskatoon, SK
- De 18 $ à 24 $ de l’heure
- Temps plein
- Service à la clientèle
- Expérience administrative
- Diplôme d'études secondaires
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 2 jours
Associate Insurance Advisor
McEachern Insurance & Financial Group Ltd. | Co-operators —Saskatoon, SK
- De 43 000 $ à 65 000 $ par an
- Temps plein
- Services financiers
- En présentiel
- Compétences en communication
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 4 jours
Employee Benefits Advisor (New Business Acquisition)
Summit —Saskatoon, SK
- Temps plein
- Travail hybride
- Développement commercial
- Assurance Dentaire
Postuler rapidement
il y a 4 jours
Co-op, Assurance [January to August 2027]
Doane Grant Thornton —Saskatoon, SK
- De 53 000 $ à 54 000 $ par an
- Temporaire
- Travail hybride
- Comptabilité
il y a 4 jours
Sales Advisor
Dermal Earth —Saskatoon, SK
- À partir de 20 $ de l’heure
- Temps plein
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Réductions Tarifaires
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 4 jours

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Client Associate (IR licensed) Wood Gundy

CIBC
Saskatoon, SK

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Détails du poste

Temps plein

Compétences

Investissement
Développement des relations avec la clientèle
Amélioration des processus
Développement des relations avec la clientèle
Développement commercial
Prise de décisions
Orientation axée sur le service à la clientèle
Services financiers
Interaction avec les clients
Marketing

Description complète du poste

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 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. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

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’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 . 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.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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 [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. 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.

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client advisor emplois - saskatoon, sk

Client Associate (IR licensed) Wood Gundy

Investment Advisor

Insurance Advisor Life, Health & Wealth

Financial Planner

Senior Financial Advisor , CIRO - MFD

Staff Accountant - Audit - Co-op/Intern - 2027 - Saskatchewan

Accountant, Assurance [New Grad Winter - Jan 2027]

Senior Bookkeeper, ease Cloud Accounting Services (On-Site or Remote)

Accountant, Assurance and Accounting

Co-op, Assurance and Accounting

Corporate Accountant & Financial Systems

Senior Account Executive, Strategic Accounts

Service Administrator, Ens Lexus

Associate Insurance Advisor

Employee Benefits Advisor (New Business Acquisition)

Co-op, Assurance [January to August 2027]

Sales Advisor

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : client advisor (saskatoon, sk)

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