CIBC Client Associate

Join CIBC Wood Gundy as a full-time Client Associate in Hamilton, ON. Engage with high-net-worth clients and develop business opportunities alongside Investment Advisors while enhancing client experiences.

In this role, you will collaborate closely with three Investment Advisors, managing portfolios and improving client relations. Your responsibilities will include uncovering new business leads, providing exceptional support, and advising clients based on their financial goals. You'll also have the chance to build relationships within the community and promote CIBC’s services through local events.

Key Responsibilities:

• Manage investment portfolios supporting Investment Advisors

• Enhance client interactions by anticipating needs

• Identify and pursue business development opportunities

• Attend local events to promote CIBC’s brand

• Build and maintain strong client relationships

Requirements:

• Current IR license with CIRO
- • Experience in financial services or brokerage

• Strong analytical and critical thinking skills

• Proven commitment to client-focused solutions

• Excellent communication and relationship-building abilities

Leverage your financial expertise and community engagement skills to excel as a Client Associate with CIBC.
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