Elevate client relationships as a Client Associate at CIBC in Barrie. Engage with high-net-worth clients, assist Investment Advisors, and enhance client experience in a full time role.
As a full-time Client Associate at CIBC Wood Gundy, you will support Investment Advisors and interact with high-net-worth clients. Your focus will be on personalized service, proactively offering solutions, and identifying business opportunities. Collaboration and relationship building will be integral as you enhance the client experience.
Key Responsibilities:
• Manage high-net-worth client portfolios with care
• Collaborate closely with Investment Advisors on development
• Anticipate and address client needs proactively




• Attend local events for community awareness
• Support with investment planning based on client profiles
Requirements:
• Current accreditation as an Investment Representative (IR)
• Experience in the brokerage industry is essential
• Strong analytical and critical thinking skills
• Ability to build lasting client relationships
• Excellent communication and customer service skills
Utilize your expertise in client engagement and business development to make a significant impact at CIBC.
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📌 Client Associate at CIBC Barrie
🏢 CIBC US
📍 Barrie