Client Associate (IR Licensed) CIBC Wood Gundy
Description
The Client Associate (IR Licensed) at CIBC Wood Gundy is responsible for building and growing client portfolios through dedicated relationship management, investment advice, and exceptional client service. This role involves working closely with Investment Advisors to manage portfolios and develop new business, directly engaging with high-net-worth clients to provide support, identify business opportunities, and proactively improve their experience.
What We're Looking For
Client Engagement: Focus on the client experience, connect on a personal level, anticipate client needs, and communicate promptly to build trust and deepen relationships. Identify opportunities to improve the client experience.,Business Development: Proactively identify business opportunities, support Investment Advisors in business development activities, and assist in building investment plans based on client profiles, goals, and risk/reward tolerance.,Relationship Building: Enhance CIBC brand awareness through local events, marketing, outreach activities, and networking to generate future opportunities.
Ideal Candidate
Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Brokerage industry experience is required.,Working knowledge of various quotation equipment is required.,Registered Representative (RR) licensing is an asset.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the location(s) specified.
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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