Elevate your client engagement skills as a Client Associate with CIBC Wood Gundy in Toronto. Work closely with Investment Advisors to build business and enhance high-net-worth client experiences.
CIBC seeks a dedicated Client Associate to support Investment Advisors in managing portfolios while directly engaging with valued clients. This full-time position enables proactive business development to foster meaningful client relationships. Combine analytical thinking and strong client relations to thrive in this agile environment.
Key Responsibilities:
• Manage portfolios with Investment Advisors
• Engage directly with high-net-worth clients
• Proactively identify business opportunities
• Improve client experience through communication
• Participate in local marketing and outreach events
Requirements:
• Current accreditation as an Investment Representative
• Brokerage industry experience required
• Strong client-first orientation
• Proven success-driven mindset
• Detail-oriented with critical thinking skills
Make a meaningful impact at CIBC by utilizing your skills in client relations and business development.
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