Enhance your career as a Client Associate at CIBC Wood Gundy in Surrey, British Columbia. Engage with high-net-worth clients, boost personal connections, and support investment strategies every day.
This full time role involves direct interactions with clients alongside Investment Advisors. You'll identify business opportunities and improve client experiences while also participating in local branding and outreach efforts. Master key skills like analytical thinking, business development, and customer experience through personalized support and proactive engagement.
Key Responsibilities:
• Connect personally with clients to enhance their experience
• Identify new business opportunities for Investment Advisors
• Participate in marketing and community outreach events
• Collaborate on developing investment plans with clients
• Monitor and improve processes impacting client satisfaction
Requirements:
• Certified as an Investment Representative (IR) with CIRO-ID
• Experience in financial services or brokerage industry
• Strong analytical thinking and problem-solving abilities
• Commitment to client-focused service and excellence
• Ability to engage effectively with diverse clients
Bring your passion for client engagement and business development to CIBC, where your skills will be valued.
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