Client Associate (IR Licensed) CIBC Wood Gundy
Description
The Client Associate at CIBC Wood Gundy collaborates with Investment Advisors to manage client portfolios and drive business growth. This role focuses on direct engagement with high-net-worth clients to provide support, identify new business opportunities, and continuously improve the client experience. Key responsibilities include proactive engagement, relationship building within the community, and developing investment plans based on client profiles and risk tolerance.
What We're Looking For
Work closely with Investment Advisors to support business development activities and assist in building investment plans based on client profiles, goals, and risk/reward tolerance.,Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.,Proactively identify business opportunities for the team.,Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.,Grow your network to create lasting connections that will generate future opportunities.,Prioritize client experience and connect on a personal level in every interaction.,Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships.,Identify activities, processes, and opportunities to improve the client experience.,Maintain detailed records in CRM software.
Ideal Candidate
Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Financial Services and/or Brokerage industry experience.,Working knowledge of various quotation equipment.
Hard Skills
Soft Skills
Work Hours
40 hours/week (Monday through Friday)
Benefits
Special Commitments
Must be on-site full-time Monday through Friday.
Also Available At
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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