Client Associate at CIBC Wood Gundy (Ontario)

Client Associate at CIBC Wood Gundy (Ontario)

28 Aug
|
Canadian Imperial Bank of Commerce
|
Ontario

28 Aug

Canadian Imperial Bank of Commerce

Ontario

Elevate your career as a Client Associate with CIBC Wood Gundy in Toronto. Engaging directly with high-net-worth clients, you'll enhance their experience and identify business opportunities in a full-time, on-site role.

As a Client Associate, your focus will be on enhancing client engagement and building relationships. You'll support Investment Advisors in portfolio management, recognizing and anticipating client needs to improve overall service. This role is crucial for someone dedicated to delivering exceptional client experiences.

Key Responsibilities:
• Engage with high-net-worth clients to enhance their experience
• Support Investment Advisors in managing client portfolios
• Identify and act on business development opportunities
• Build relationships within the community to promote CIBC
• Communicate effectively with team members to build trust

Requirements:
• Current IR accreditation with CIRO-ID
• Brokerage industry experience required
• Strong critical thinking and analytical skills
• Ability to build rapport and trust with clients
• Motivated to exceed client expectations

Become a vital part of CIBC's commitment to client success in a dynamic setting.
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📌 Client Associate at CIBC Wood Gundy (Ontario)
🏢 Canadian Imperial Bank of Commerce
📍 Ontario

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