Client Associate at CIBC Wood Gundy

Elevate client relationships as a Client Associate at CIBC Wood Gundy. Engage with high-net-worth clients, support portfolio management, and drive business development in a full-time role.
In this CIBC position, you will support Investment Advisors by managing client portfolios and identifying business opportunities. Your focus will be enhancing client experience and building relationships in a collaborative environment. Be prepared for on-site work, Monday through Friday, fostering valuable client outcomes every day.
Key Responsibilities:
• Engage with clients to improve their overall experience
• Support Investment Advisors in business development
• Identify opportunities for new portfolio strategies
• Attend local events to enhance CIBC brand awareness
• Build a lasting network for future business opportunities
Requirements:
• Current certification as an Investment Representative (IR)
• Experience in financial services or brokerage industry
• Strong ...