Client Associate Wood Gundy

Position: Client Associate at CIBC Wood Gundy
Become a vital part of CIBC Wood Gundy as a Client Associate in Ottawa. Engage with high-net-worth clients while collaborating closely with Investment Advisors to elevate client experiences.
In this integral role, you will support Investment Advisors in managing client portfolios and identifying new business opportunities. Your proactive approach to client engagement and relationship building will directly impact the success of investment plans tailored to individual profiles and goals. Attend local events to enhance networking efforts, creating lasting client connections.

Key Responsibilities:

• Collaborate with Investment Advisors on client portfolios

• Engage and support high-net-worth clients effectively

• Identify new business opportunities and shape investment plans

• Attend marketing events to expand your network

• Improve the overall client experience through meaningful interactions
Requirements:

• Accredited Investment Representative (IR) with CIRO
- • Financial services or brokerage experience required

• Strong client focus and problem-solving skills

• Excellent analytical and critical thinking abilities

• Motivated by achieving goals and delivering excellence
Drive client satisfaction, business development, and relationship building as a Client Associate at CIBC Wood Gundy in Ottawa.
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