Step into a dynamic role as a Client Associate at CIBC Wood Gundy. Drive meaningful client interactions while closely collaborating with Investment Advisors to enhance portfolios. This regular, on-site Client Associate position focuses on client engagement and business development.

You'll directly assist high-net-worth clients to improve their experience and identify potential business opportunities. By working with Investment Advisors, you’re instrumental in crafting tailored investment plans and expanding CIBC’s reach in Fredericton. Key Responsibilities:

- Build connections with high-net-worth clients
- Proactively seek and identify new business opportunities
- Assist Advisors with client investment strategies
- Promote CIBC’s services at local community events
- Enhance client relationships for long-term success Requirements:
- Must be a certified Investment Representative (IR)
- Experience in the financial or brokerage sectors
- Customer-focused with solid problem-solving skills
- Driven to achieve and exceed personal goals
- Keen attention to detail in client interactions Maximize your client service and investment expertise in the role of Client Associate at CIBC.

📌 Client Associate with CIBC Wood Gundy (Fredericton)
🏢 CIBC
📍 Fredericton