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 • Strong 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. #J-18808-Ljbffr
📌 Client Associate Role at CIBC Toronto (Winnipeg)
🏢 CIBC
📍 Winnipeg