Client Associate CIBC

Position: Grow Your Career as Client Associate CIBC
Elevate client portfolios at CIBC Wood Gundy as a Client Associate in Ste Foy, QC. Focus on building relationships and supporting Investment Advisors with high-net-worth clients.

At CIBC Wood Gundy, your role will revolve around developing meaningful client connections and enhancing their investment experience. You will work collaboratively with Investment Advisors, identify business opportunities, and engage clients to understand their investment goals. Your input will directly impact client satisfaction and retention.

Key Responsibilities:

• Connect with clients to understand their needs and preferences

• Actively seek new business opportunities with potential clients

• Collaborate with Investment Advisors to manage client portfolios

• Attend local events to promote the CIBC brand

• Improve client experience by implementing feedback-driven changes

Requirements:

• Accreditation as an Investment Representative (IR) required

• Experience in Financial Services or Brokerage preferred

• Strong analytical and strategic thinking abilities

• Fluent in English and French for client engagement

• Familiarity with various investment products and market strategies

Embrace this unique chance to influence client satisfaction and success within the trusted CIBC Wood Gundy brand in Ste Foy.
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