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 dynamic 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.

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