Elevate client experiences with CIBC as a Client Associate in Toronto. Engage with high-net-worth clients, manage portfolios, and enhance business relationships on-site full time.

Join CIBC Wood Gundy as a Client Associate, working directly with Investment Advisors. This role requires 3+ years of relevant experience and accreditation as a Registered Representative (RR). You will deepen client relationships, identify business opportunities, and improve the client experience through proactive engagement.

Key Responsibilities:
• Focus on personalized client engagement and support
• Anticipate client needs to build trust and loyalty
• Support Investment Advisors in business development efforts
• Attend local events to enhance CIBC's brand presence




• Utilize technical skills for portfolio administration

Requirements:
• Minimum 3 years in financial services or brokerage
• Current Registered Representative (RR) accreditation
• Interest in Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designations
• Strong knowledge of financial products and investment portfolios
• Excellent communication and relationship-building skills

Make a meaningful impact with client management and business development in the heart of Toronto at CIBC.
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📌 CIBC Client Associate in Toronto (Ontario)
🏢 Canadian Imperial Bank of Commerce
📍 Ontario