Enhance your career as an Investment Advisor with CIBC Wood Gundy in Ste Foy, QC. Focus on client engagement, business development, and relationship building for high-net-worth clients.

As a Client Associate at CIBC Wood Gundy, you will play a pivotal role in managing and expanding client portfolios. Your responsibilities will include engaging with clients, providing trusted investment advice, and identifying new business opportunities. Utilize your analytical skills and industry knowledge to support Investment Advisors in creating tailored investment plans that align with client goals.

Key Responsibilities:



• Build and deepen client relationships through effective communication • Identify and pursue current business opportunities for the team • Collaborate closely with Investment Advisors on portfolio management • Attend community events to enhance CIBC brand visibility • Offer exceptional service that proactively improves the client experience

Requirements: • Current accreditation as an Investment Representative (IR) • Financial Services or Brokerage industry experience required • Excellent analytical and critical thinking skills • Strong bilingual communication in French and English • Understanding of investment products and client relationship management

Leverage your investment expertise and client-focused approach to thrive at CIBC Wood Gundy in Ste Foy. #J-18808-Ljbffr

📌 Investment Advisor at CIBC Wood Gundy (Winnipeg)
🏢 Canadian Imperial Bank of Commerce
📍 Winnipeg