Wealth Management Client Associate (Newfoundland and Labrador)

Wealth Management Client Associate (Newfoundland and Labrador)

11 Nov
|
CIBC
|
Newfoundland and Labrador

11 Nov

CIBC

Newfoundland and Labrador

Build trusted relationships with high-net-worth clients as a Client Associate supporting CIBC Wood Gundy Investment Advisors on-site in St. John’s.
In this regular, full time position, you will help manage investment portfolios, respond to client requests, and uncover business opportunities. The work combines client engagement, administrative processes, compliance, marketing, and relationship building. You will assist with investment plans, written proposals, and directing assets into suitable financial products as determined by Investment Advisors. Candidates need current Investment Representative accreditation in good standing with CIRO-ID. Financial services or brokerage experience, quotation equipment knowledge, and a client-first approach are required.
Key Responsibilities: Provide timely responses to client requests




Improve client experiences through proactive communication
Support administrative processes for Investment Advisors
Help develop proposals for prospects and clients
Grow networks through local events and outreach
Requirements: Current Investment Representative accreditation with CIRO-ID
Financial services or brokerage experience
Knowledge of various quotation equipment
Ability to maintain compliance standards
Commitment to client-focused solutions and relationships
Use relationship building, compliance knowledge, and investment portfolio support skills to serve CIBC Wood Gundy clients in St. John’s.

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📌 Wealth Management Client Associate (Newfoundland and Labrador)
🏢 CIBC
📍 Newfoundland and Labrador

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