We’re building a relationship-oriented bank for the modern world. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new 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.

Client

Engagement - Focus on each client's 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 client’s 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. Halifax-1969 Upper Water St.

Analytical

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

📌 Client Associate, Wood Gundy (Halifax Regional Municipality)
🏢 CIBC
📍 Halifax Regional Municipality