Client Associate (IR Licensed) CIBC Wood Gundy
Description
The Client Associate (IR Licensed) at CIBC Wood Gundy will actively manage and expand client investment portfolios by providing expert investment advice and delivering outstanding service to high-net-worth clients. The role involves close collaboration with Investment Advisors to identify new business opportunities, enhance the client experience, and foster strong community relationships through marketing and outreach efforts. The position requires a certified Investment Representative (IR) accreditation and relevant experience within the financial services or brokerage industry.
What We're Looking For
Build and grow CIBC Wood Gundy client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.,Collaborate with Investment Advisors to manage portfolios and support business development.,Engage directly with high-net-worth clients to provide support, uncover business opportunities, and proactively enhance their experience.,Focus on each client’s experience, connecting personally to ensure meaningful interactions.,Anticipate client needs and communicate promptly with the team to build trust and deepen relationships.,Identify and implement activities and processes to improve the client experience.,Proactively identify business growth opportunities for the team.,Assist in developing investment plans tailored to clients’ profiles, goals, and risk tolerance.,Enhance CIBC brand awareness by participating in local events, marketing, and outreach activities.,Expand professional network to cultivate future business opportunities.
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
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s).,Where applicable, must have a valid work or study permit.
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.