Base: $50,840 to $59,350; bonus/equity: annual dis...
On-site
Relationship-oriented banking
Investment advice and client service
High-net-worth client engagement
As a Client Associate, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service
Job Summary
As a Client Associate, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
At CIBC, your goals are a priority, and they strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.
Matching Summary
As a Client Associate, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
Salary
Base: $50,840 to $59,350; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support
Skills & Requirements
Must-have
Relationship-oriented banking
Investment advice and client service
High-net-worth client engagement
Building and growing client portfolios
Proactive client experience improvement
Nice-to-have
Embrace strengths and ambitions
Meaningful impact and valued contributions
Cultivate a culture of ambition
Engage with heart and mind
Key Requirements
Current IR accreditation with CIRO-ID
Financial services and/or brokerage industry experience