As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop recent business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

Client

Engagement - Focus on each clients experience and connect on a personal level to make every interaction meaningful. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the clients profile, goals, and risk/reward tolerance.

Relationship

Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. You have current accreditation and are in good standing as an Investment Representative (IR)



with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).

Your critical thinking skills help to inform your decision making. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Analytical

Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively #

📌 Community Associate - Full Time (Surrey)
🏢 CIBC
📍 Surrey