Client Associate - CIBC Wood Gundy Ste Foy

Drive client success as a Client Associate at CIBC Wood Gundy in Ste Foy, QC. Engage high-net-worth clients while collaborating with Investment Advisors to enhance portfolio management.

In this position, you will assist in growing Wood Gundy client portfolios by delivering exceptional service and advice. Your efforts will include developing business opportunities, managing client relationships, and supporting Investment Advisors in creating custom investment strategies. You'll be instrumental in connecting with clients to improve their experience with CIBC.

Key Responsibilities:

• Manage client interactions to foster deep relationships

• Identify and capitalize on business development opportunities

• Work with Investment Advisors on tailored investment plans

• Participate in marketing and outreach activities

• Utilize feedback to enhance client engagement levels

Requirements:

• Certified as an Investment Representative (IR)

• Experience in Financial Services or Brokerage settings

• Strong analytical and problem-solving skills

• Bilingual proficiency in English and French

• Knowledge of financial products and customer experience best practices

Bring your passion for client service and investment management to advance your career at CIBC Wood Gundy in Ste Foy.
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