Elevate your career with CIBC Wood Gundy as a Client Associate, focusing on high-net-worth client relationships. You'll engage directly with clients and support Investment Advisors to optimize client portfolios.

As a Client Associate at CIBC, you will drive relationship management and contribute to business development efforts. Your role involves connecting with clients personally, identifying opportunities to enhance their experience, and collaborating on investment plans tailored to their unique financial goals. You will work closely in a team environment where your contributions are recognized and valued.

Key Responsibilities:



• Manage and grow Wood Gundy client portfolios • Provide investment advice and exceptional client service • Proactively identify business development opportunities • Attend community events to enhance CIBC brand awareness • Support Investment Advisors in building personalized investment plans

Requirements: • Current Investment Representative (IR) accreditation • Experience in Financial Services or Brokerage industry • Strong analytical thinking for effective decision-making • Excellent customer experience focus • Ability to adapt and thrive in a team workplace

Bring your passion for client engagement and financial advisory to CIBC Wood Gundy, where your expertise will directly impact client satisfaction. #J-18808-Ljbffr

📌 Client Associate at CIBC Wood Gundy (Winnipeg)
🏢 Canadian Imperial Bank of Commerce
📍 Winnipeg