Client Associate at CIBC Wood Gundy

Shape client experiences as a Client Associate with CIBC Wood Gundy. Engage with high-net-worth clients to foster relationships and drive business development in a full-time on-site role.

CIBC is seeking a dedicated Client Associate to support Investment Advisors and assist in managing investment portfolios. Your primary focus will be enhancing client experiences while identifying business opportunities for growth. This role requires you to engage personally with clients and proactively improve their service experience.

Key Responsibilities:

• Support Investment Advisors with portfolio management

• Engage high-net-worth clients and build strong relationships

• Identify business opportunities for team growth

• Proactively enhance the client experience

• Participate in local outreach and marketing activities

Requirements:

• Certified Investment Representative (IR) in good standing

• Experience in Financial Services or Brokerage industry

• Strong analytical and critical thinking skills

• Ability to communicate effectively with clients

• Commitment to trust, teamwork, and accountability

Become an integral part of CIBC's mission to provide exceptional client service and foster lasting connections.
#J-18808-Ljbffr