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 recent 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.
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