Client Associate Role at CIBC Wood Gundy (Toronto)

Client Associate Role at CIBC Wood Gundy (Toronto)

27 Sep
|
CIBC US
|
Toronto

27 Sep

CIBC US

Toronto

Enhance client relations and assist investment strategies as a Client Associate at CIBC in Toronto, ON. This full-time position focuses on high-net-worth clientele engagement and portfolio management. CIBC is hiring a Client Associate to support Investment Advisors in managing their portfolios and developing business opportunities. Your engagement with clients will be crucial in delivering a tailored experience and building lasting relationships. Key Responsibilities:

- Foster meaningful client interactions and satisfaction
- Identify and pursue business development prospects
- Assist with client-focused investment planning
- Build CIBC’s community presence through events
- Grow a qualified network for future opportunities Requirements:
- Must possess IR accreditation with CIRO
- Previous brokerage industry experience required
- Excellent analytical and customer service skills
- Ability to connect with diverse clients
- Attention to detail and problem-solving mindset Thrive in investment management and client interactions as a Client Associate at CIBC Wood Gundy.

📌 Client Associate Role at CIBC Wood Gundy (Toronto)
🏢 CIBC US
📍 Toronto

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