Shape the future of banking with CIBC Wood Gundy as a Client Associate. Engage with high-net-worth clients while supporting Investment Advisors to enhance their portfolios and drive new business.
In this full-time role, you’ll engage directly with clients and identify opportunities to improve their experience. As a certified Investment Representative, you will collaborate with advisers, participate in community events, and contribute to business development. Your critical thinking and passion for client service will be key to achieving success.
Key Responsibilities:
• Develop meaningful client relationships through engagement
• Support business development alongside Investment Advisors




• Enhance CIBC brand presence through community involvement
• Anticipate client needs to improve overall service
• Document investment plans based on client profiles
Requirements:
• Current accreditation as an Investment Representative
• Financial Services or Brokerage experience
• Strong analytical and critical thinking skills
• Excellent communication and interpersonal abilities
• Ability to thrive in a team-oriented setting
Elevate your career in finance while making a positive impact at CIBC.
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📌 Client Associate at CIBC Wood Gundy (Surrey)
🏢 Canadian Imperial Bank of Commerce
📍 Surrey