Become a Client Associate at CIBC Wood Gundy in Surrey, British Columbia, where your expertise will enhance high-net-worth client interactions. Support investment strategies and build lasting relationships to drive success.

In this full time position, you'll assist Investment Advisors in managing portfolios and identify new business opportunities. Your engaging approach to client experiences will work in tandem with analytical and advisory skills to foster robust client relations and strengthen the CIBC brand in the community.

Key Responsibilities:

- Provide meaningful engagement tailored to each client's needs
- Actively pursue business development initiatives with your team
- Attend local events for brand awareness and outreach




- Collaborate with clients to tailor investment plans
- Proactively address opportunities for enhancing client satisfaction

Requirements:

- Valid Investment Representative (IR) accreditation with CIRO-ID
- Background in financial services or brokerage sector
- Exceptional analytical and problem-solving skills
- Dedication to client-first service and relationship building
- Eagerness to understand diverse perspectives

Leverage your skills in a fulfilling role as a Client Associate, enhancing client experiences at CIBC.

#J-18808-Ljbffr

📌 CIBC Wood Gundy Client Associate Role (Surrey)
🏢 CIBC
📍 Surrey