Investment Representative Client Associate

Drive impactful client interactions at CIBC Wood Gundy as a Client Associate. This full-time role emphasizes relationship management and personalized investment guidance for high-net-worth clients.

In your role as a Client Associate with CIBC, you will directly contribute to enhancing client portfolios while providing trusted investment advice. Collaborating closely with Investment Advisors, you will actively engage with clients, identifying their needs and improving the overall client experience. Expect a supportive on-site environment, designed for your personal and professional growth.

Key Responsibilities:

• Enhance client portfolios through relationship management

• Deliver tailored investment advice based on individual goals

• Identify and implement client satisfaction initiatives

• Work with Investment Advisors on strategic business planning

• Actively represent CIBC in community marketing events

Requirements:

• Valid Investment Representative (IR) license

• 3+ years of experience in Brokerage

• Proven client engagement and communication skills

• Detail-oriented with strong analytical thinking

• Align with CIBC’s commitment to teamwork and trust

Your investment knowledge and relationship-building skills will thrive at CIBC Wood Gundy, making a difference for clients.
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