Support high-net-worth clients at CIBC Wood Gundy using relationship management, investment advice, and exceptional client service on-site 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.