Become a vital part of CIBC's team as a Client Associate in Toronto. Engage with high-net-worth clients, manage portfolios, and drive business development in a full-time, on-site role.

CIBC is seeking a skilled Client Associate to support its Investment Advisors in Toronto. Your expertise as a certified Investment Representative will guide high-net-worth clients and enhance their experience. You’ll focus on client engagement, business development, and building lasting relationships within the community.

Key Responsibilities:
• Engage personally with clients to enhance their experience
• Support Investment Advisors in business development initiatives
• Attend local events to elevate CIBC brand awareness




• Identify opportunities for client experience improvement
• Assist in the creation of investment plans tailored to clients

Requirements:
• Current Investment Representative accreditation with CIRO-ID
• Experience in the brokerage industry
• Robust client-focused mindset with a service orientation
• Ability to analyze client needs and recommend solutions
• Detail-oriented with solid critical thinking skills

Make a meaningful impact on CIBC clients by leveraging your relationship-building skills and financial expertise.
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📌 Client Associate Role at CIBC Toronto (Ontario)
🏢 CIBC
📍 Ontario