Support high-net-worth clients at CIBC Wood Gundy using relationship management, investment advice, and exceptional client service in office Monday through Friday.

As a Client Associate, you will work with Investment Advisors to manage client portfolios and develop new business. You will engage clients directly, uncover opportunities, and improve their experience through trusted support. Current Investment Representative accreditation with CIRO Investment Dealer is required.

Key Responsibilities:

- Build and grow Wood Gundy client portfolios
- Manage relationships with high-net-worth clients
- Support Investment Advisors with portfolio management
- Identify business development opportunities for your team
- Participate in local events and marketing activities

Requirements:

- Current Investment Representative accreditation in good standing
- Financial services or brokerage industry experience
- Working knowledge of various quotation equipment
- Registered Representative licensing considered an asset
- Solid critical thinking and client engagement skills

Bring Investment Representative accreditation, portfolio knowledge, and client service focus to CIBC Wood Gundy’s advisory team.

📌 Investment Representative Client Associate (Toronto)
🏢 CIBC
📍 Toronto