Drive business and client satisfaction as a Client Associate at CIBC. Collaborate with Investment Advisors to enhance high-net-worth client experiences in a full-time in office capacity.

In this pivotal role at CIBC Wood Gundy, you will work closely with Investment Advisors to manage portfolios and cultivate strong client relationships. Your ability to anticipate client needs and engage proactively will help enhance their overall experience and uncover recent business opportunities as part of a dedicated team.

Key Responsibilities:
• Assist Investment Advisors in developing investment plans
• Build trust through engaging client interactions
• Identify processes to improve client experiences
• Foster local brand awareness through outreach
• Proactively find current business opportunities

Requirements:
• Current IR accreditation with CIRO-ID
• Financial Services or Brokerage industry experience
• Strong customer experience and relationship building skills
• Excellent analytical thinking
• Focus on teamwork and accountability

Help CIBC achieve its goal of exceptional client service while advancing your professional skills.
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📌 Cibc Client Associate Role Manitoba (Canada)
🏢 Canadian Imperial Bank of Commerce
📍 Canada