Client Associate CIBC Wood Gundy
Description
This role at CIBC Wood Gundy focuses on managing and expanding client investment portfolios through dedicated relationship management, providing trusted investment advice, and delivering exceptional client service. The Client Associate will work closely with Investment Advisors to support portfolio management, new business development, and directly engage high-net-worth clients to enhance their overall experience.
What We're Looking For
Focus on client experience, anticipate client needs, and communicate promptly to build trust and deepen relationships.,Proactively identify business opportunities, support Investment Advisors, and assist in creating investment plans based on client profiles, goals, and risk tolerance.,Enhance the CIBC brand in the community by attending local events, participating in marketing, and networking to generate future opportunities.
Ideal Candidate
Current accreditation and good standing Canadian Securities Course (CSC),Conduct & Practice Handbook (CPH),Investment Representative (IR) licensing,Registered Representative (RR) licensing (an asset),Financial Services and/or Brokerage industry experience,Working knowledge of various quotation equipment
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s),Must have a valid work or study permit (where applicable),Willingness to be on-site full-time Monday through Friday
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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