Client Associate (IR Licensed) CIBC Wood Gundy

Canadian Imperial Bank of Commerce • oakville, Canada

Location oakville, on
Job Type Full-time
Posted June 11, 2026

Role Description

* **Client Engagement -** Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.* **Business Development** – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.* **Relationship Building -** Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.* **You’re a certified professional**. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian I...

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