Support high-net-worth clients at CIBC Wood Gundy through relationship management, portfolio support, and business development. Work on-site full-time Monday through Friday.
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy. You will help manage portfolios, support investment plans, and uncover business opportunities. Your work will focus on meaningful client engagement, prompt communication, and stronger relationships.
Key Responsibilities: Support Investment Advisors with portfolio management activities
Engage high-net-worth clients and anticipate their needs
Identify processes and opportunities improving client experience
Support business development and investment plan activities




Participate in community events and marketing outreach
Requirements: Current Investment Representative accreditation in positive standing
Canadian Investment Regulatory Organization Investment Dealer standing
Registered Representative licensing is an asset
Brokerage industry experience and quotation equipment knowledge
Critical thinking and strong relationship-building abilities
Bring client engagement, investment support, and business development skills to CIBC Wood Gundy’s high-net-worth client relationships.

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📌 CIBC Wood Gundy Client Associate (Ontario)
🏢 CIBC
📍 Ontario