Join CIBC Wood Gundy as an Investment Client Associate. Support high-net-worth clients and Investment Advisors in asset management and business growth initiatives.

In this full-time role at CIBC, you'll engage clients to provide tailored support, helping to enhance their overall investment experience. Your proactive approach will be essential in identifying business opportunities while collaborating with Advisors to develop investment plans that align with clients' financial goals. By participating in community engagement efforts, your work will also strengthen CIBC's presence in Fredericton.

Key Responsibilities:



• Foster enriching experiences for high-net-worth clientele • Identify and tap into potential business opportunities • Support Advisors in creating customized investment strategies • Represent CIBC at local marketing events • Build and maintain long-term client relationships

Requirements: • Must hold current IR certification with CIRO-ID • Proven experience in the financial services industry • Robust dedication to client-first principles • Highly motivated with a focus on achieving results • Excellent analytical and critical thinking skills

Utilize your investment knowledge and client engagement skills as an Investment Client Associate at CIBC Wood Gundy. #J-18808-Ljbffr

📌 Investment Client Associate at CIBC (Winnipeg)
🏢 CIBC
📍 Winnipeg