Client Associate (IR Licensed) CIBC Wood Gundy
Description
This role at CIBC Wood Gundy involves building and expanding client portfolios through dedicated relationship management, investment advice, and exceptional client service. The Client Associate will collaborate with Investment Advisors to manage portfolios, develop new business, and proactively engage with high-net-worth clients to enhance their experience.
What We're Looking For
Focus on client experience and personal connection; anticipate client needs and communicate promptly; identify opportunities to improve client experience; proactively identify business opportunities; support Investment Advisors in business development and investment plan creation; enhance CIBC brand awareness through local events and networking.
Ideal Candidate
Current accreditation as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). Registered Representative (RR) licensing is an asset. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, Monday through Friday
Benefits
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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