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HNWI Client Associate — Hybrid & Relationships
Job in
Charlottetown, PEI, Canada
Listed on 2026-02-11
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-02-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
An established financial institution in Charlottetown is seeking a Client Associate to build and manage client portfolios through relationship management and investment advice. The ideal candidate will have current accreditation as an Investment Representative and experience in the Financial Services industry. Responsibilities include engaging with high-net-worth clients, identifying business opportunities, and collaborating with Investment Advisors. The role offers a competitive salary and a supportive work environment regardless of location.
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Position Requirements
10+ Years
work experience
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