11 Aug
|
CIBC
|
British Columbia
11 Aug
CIBC
British Columbia
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 environment 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 new 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.
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📌 Client Support Associate at CIBC (British Columbia)
🏢 CIBC
📍 British Columbia