Seize a rewarding career as a Client Associate at CIBC Wood Gundy in Surrey, British Columbia. Work closely with Investment Advisors and engage upscale clients for premium financial services.

This on-site full time role focuses on enriching client experiences, identifying opportunities for business growth, and participating actively in community brand-building. Your contributions will be central to improving client relationships and ensuring comprehensive investment management.

Key Responsibilities:
• Facilitate meaningful connections between clients and advisors
• Identify and act on business development prospects
• Enhance community presence through local marketing events
• Support client investment planning and profile assessments




• Strive to elevate the overall client experience

Requirements:
• Certification as an Investment Representative (IR) with CIRO-ID
• Experience in the financial or brokerage field
• Strong skills in analytical thinking and documentation
• Passion for superior customer experience and dedication to service
• Ability to listen and learn from client interactions

Embark on your journey to make a positive client impact at CIBC as a Client Associate.
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📌 Client Associate Career at CIBC Surrey (British Columbia)
🏢 CIBC
📍 British Columbia