As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business
Job Summary
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.
Matching Summary
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
Skills & Requirements
Must-have
Client engagement and relationship management
Trusted investment advice
Exceptional client service
High-net-worth client engagement
Financial services industry experience
Working knowledge of quotation equipment
Nice-to-have
Relationship-oriented banking
Empowered work environment
Meaningful impact and value
Critical thinking and decision making
Bringing your real self to work
Key Requirements
Current accreditation as Investment Representative (IR) with CIRO-ID
Registered Representative (RR) licensing is an asset