Support high-net-worth clients at CIBC Wood Gundy through relationship building, portfolio administration, and investment representative expertise. Work on-site full-time Monday through Friday.
As a Client Associate, you will work closely with Investment Advisors to help manage client portfolios. You will engage clients directly, anticipate needs, identify business opportunities, and improve their experience. Your work includes administrative support, compliance, marketing, and investment planning.
Key Responsibilities:
- Support Investment Advisors managing high-net-worth client portfolios
- Engage clients and anticipate their service needs
- Maintain compliance standards across client dealings and files
- Assist with investment plans and written proposals
- Participate in marketing, outreach, and business development activities
Requirements:
- Current Investment Representative accreditation in good standing with CIRO-ID
- Financial services or brokerage industry experience
- Working knowledge of various quotation equipment
- Registered Representative licensing considered an asset
- Robust critical thinking and organizational skills
Bring Investment Representative accreditation, client engagement, and portfolio support expertise to CIBC Wood Gundy’s advisory team.