Build high-net-worth client relationships with CIBC Wood Gundy through trusted investment advice, portfolio support, and exceptional service. Work arrangements will be discussed during your interview.

As a Client Associate, you support Investment Advisors with portfolio management and business development. You engage clients, identify opportunities, and help develop investment plans based on profiles, goals, and risk/reward tolerance. French and English fluency supports clients in the community.

Key Responsibilities:

- Support Investment Advisors managing Wood Gundy client portfolios
- Engage high-net-worth clients and anticipate their needs
- Identify activities and opportunities improving client experience




- Assist investment plans based on client profiles and goals
- Participate in local events and outreach activities

Requirements:

- Current Investment Representative accreditation in valuable standing with CIRO-ID
- Registered Representative licensing considered an asset
- Financial Services or Brokerage industry experience required
- Working knowledge of various quotation equipment required
- Fluency in French and English required

Bring relationship management, investment support, and bilingual client service to CIBC Wood Gundy as a Client Associate.

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