CIBC seeks a Client Support Associate in Vancouver to enhance client experiences and drive business development in its Wood Gundy division. Engage with high net worth clients while supporting investment advisors effectively. In this essential full time role, you’ll work onsite at CIBC’s brokerage division, directly assisting investment advisors with managing and growing client portfolios.
Your focus will be on client engagement, identifying opportunities, and building relationships to enhance client satisfaction. This position not only offers a dynamic work workplace but also paves the way for career advancement within CIBC. Key Responsibilities:
Engage meaningfully with high net worth clients
Support investment advisors in portfolio management
Identify and pursue current business opportunities
Attend local events to enhance brand awareness
Improve the overall client experience continuously Requirements:
Current Investment Representative accreditation with CIRO-ID
Experience in financial services or brokerage industry
Strong analytical and relationship-building skills
Detail-oriented with a client-first approach
Goal-oriented mindset for achieving targets Bring your expertise and passion for client service to CIBC and make a meaningful impact in Vancouver.
📌 Client Support Associate At Cibc Vancouver (Canada)
🏢 CIBC
📍 Canada