Elevate client experiences as a Client Associate at CIBC Wood Gundy. Proactively support investment management and business development for high-net-worth clients in this full time role.

You will collaborate closely with Investment Advisors to improve client portfolios and identify business opportunities. Your efforts will focus on building relationships and enhancing client satisfaction through personalized service. Ideal candidates are driven professionals with a passion for finance and client success.

Key Responsibilities:
Engage clients proactively to address needs
Work with advisors to build investment strategies
Attend community events for brand promotion
Analyze client profiles for tailored solutions
Enhance documentation for business opportunities

Requirements:
Certified as an Investment Representative
Experience in Financial Services or Brokerage
Demonstrated skills in customer experience
Solid relationship-building abilities
Team player with analytical capabilities

Join CIBC to make a meaningful impact in client finance solutions.

📌 Cibc Wood Gundy Client Associate Role Surrey
🏢 Canadian Imperial Bank of Commerce
📍 Surrey