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Client Associate Investments
Job in
Fredericton, New Brunswick, A3A, Canada
Listed on 2026-09-12
Listing for:
CIBC
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
As a full-time Client Associate, you'll be pivotal in client engagement and business development r role involves cultivating relationships and identifying growth opportunities aligned with clients' investment goals and risk tolerance. Collaborate closely with Investment Advisors to ensure a premier client experience while attending local events to reinforce CIBC's brand in the community.
Key Responsibilities:
• Engage clients to enhance their overall experience
• Identify new business opportunities proactively
• Support Investment Advisors in building investment plans
• Attend community events to promote CIBC’s brand
• Cultivate lasting client relationships for future growth
Requirements:
• Current IR accreditation with CIRO
- • Experience in financial services or brokerage
• Strong customer-centric approach to service
• Motivated to reach goals and make an impact
• Detail-oriented with critical thinking skills
Leverage your client engagement and investment knowledge as a CIBC Client Associate to enhance client investment journeys.
Position Requirements
10+ Years
work experience
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