21 Aug
|
Canadian Imperial Bank of Commerce
|
Manitoba
21 Aug
Canadian Imperial Bank of Commerce
Manitoba
Join CIBC Wood Gundy as a Client Associate, focusing on high-net-worth clients. Enhance client experiences and drive business in a full time on-site role.
CIBC is searching for a Client Associate to collaborate closely with Investment Advisors in managing investment portfolios. This role is vital in providing exceptional service and supporting business development by creating lasting client relationships and identifying growth opportunities to enhance their banking experience.
Key Responsibilities:
• Collaborate with Investment Advisors on client portfolios
• Engage directly with clients to build relationships
• Identify opportunities for improving client satisfaction
• Participate in marketing and local outreach events
• Report business development insights and opportunities
Requirements:
• Certified as an Investment Representative (IR) with CIRO-ID
• Experience in the Financial Services sector
• Strong relationship management skills
• Proven analytical and communication abilities
• Commitment to CIBC values of trust and teamwork
Make a significant impact in the financial services industry by fostering client relationships and business development at CIBC.
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📌 CIBC Wood Gundy Client Associate (Manitoba)
🏢 Canadian Imperial Bank of Commerce
📍 Manitoba