Client Associate, RR Licensed, CIBC Wood Gundy
Description
Join a team working closely with Investment Advisors at CIBC Wood Gundy to manage client portfolios and develop new business. This role involves directly engaging with high net worth clients to offer support, identify business opportunities, and proactively enhance their experience. The position requires full-time on-site work Monday through Friday.
What We're Looking For
Focus on each client experience, connecting personally to make interactions meaningful.,Anticipate client needs and communicate promptly with the team to build trust and deepen relationships.,Identify activities, processes, and opportunities to improve client experience.,Proactively identify business opportunities for the team.,Work closely with Investment Advisors to support business development activities.,Assist in building investment plans based on client profiles, goals, and risk/reward tolerance.,Heighten CIBC brand awareness by attending local events and participating in marketing and outreach activities.,Grow network to create lasting connections for 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.,Working knowledge of various quotation equipment.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, Monday-Friday
Benefits
Special Commitments
Must be legally eligible to work in Canada.
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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