Elevate client relations with CIBC Wood Gundy as a Client Associate in Peterborough. Focus on building high-net-worth portfolios, delivering trusted investment advice, and enhancing client experiences.This full-time role is key to the success of CIBC Wood Gundy, allowing you to manage client portfolios and assist Investment Advisors. You'll proactively engage with clients, identify business opportunities, and ensure exceptional service in a supportive environment focused on your growth.Key Responsibilities:- Manage client portfolios with dedicated relationship management- Provide exceptional service and investment advice- Identify business opportunities with Investment Advisors- Enhance client experiences through engagement and trust- Participate in marketing and outreach activitiesRequirements:- Valid Investment Representative accreditation from CIRO-ID- Experience in Financial Services or Brokerage industry- Robust analytical and critical thinking skills- Proven ability to engage clients and build relationships- High motivation to succeed and meet goalsBring your expertise and passion for client service to CIBC Wood Gundy and help shape the future of banking.#J-18808-Ljbffr

📌 Client Associate (Ir Licensed) Cibc Wood Gundy (Madawaska Valley)
🏢 CIBC
📍 Madawaska Valley