Client Associate with CIBC Wood Gundy
Canadian Imperial Bank of Commerce • ottawa, Canada
Role Description
Elevate your career as a Client Associate at CIBC Wood Gundy in Ottawa, ON. Collaborate with Investment Advisors and engage with high-net-worth clients to enhance their financial journeys.
The Client Associate role requires a strong focus on client engagement and business development. You'll work alongside experienced Investment Advisors and actively participate in managing client portfolios while identifying new business opportunities. This full-time position emphasizes building meaningful client relationships to ensure a top-notch client experience.
Key Responsibilities:
• Engage high-net-worth clients to enhance their experiences
• Identify business opportunities for the investment team
• Support Investment Advisors in developing investment plans
• Attend community events to build CIBC brand awareness
• Improve client processes and enhance relationship building
Requirements:
• Current IR licensing with CIRO-ID
• Experience in financial services or broke...
The Client Associate role requires a strong focus on client engagement and business development. You'll work alongside experienced Investment Advisors and actively participate in managing client portfolios while identifying new business opportunities. This full-time position emphasizes building meaningful client relationships to ensure a top-notch client experience.
Key Responsibilities:
• Engage high-net-worth clients to enhance their experiences
• Identify business opportunities for the investment team
• Support Investment Advisors in developing investment plans
• Attend community events to build CIBC brand awareness
• Improve client processes and enhance relationship building
Requirements:
• Current IR licensing with CIRO-ID
• Experience in financial services or broke...