Join CIBC Wood Gundy as a Client Associate focused on high-net-worth clients in Peterborough. Drive business growth through strong relationship management and exceptional service delivery.
In this full-time position, you'll collaborate with Investment Advisors to manage client portfolios and identify new business opportunities. Your role will enhance client relationships through proactive engagement and cutting-edge solutions, ensuring that every client feels valued and prioritized.
Key Responsibilities: • Build and manage client portfolios effectively • Deliver trusted investment advice to clients • Support Investment Advisors with business development tasks • Identify opportunities for continuous client experience improvement • Engage in local events to boost brand awareness
Requirements: • Current IR license from CIRO-ID • Background in Financial Services or Brokerage industry • Excellent communication and relationship-building skills • Drive for success in achieving set goals • Attention to detail for quality service delivery
Maximize your impact at CIBC Wood Gundy by leveraging your skills to create meaningful client experiences. #J-18808-Ljbffr
📌 Investment Representative Client Associate Role (Deep River)
🏢 CIBC
📍 Deep River
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.