Client Associate at CIBC Wood Gundy
C
CIBC
📍 quebec, capitale nationale, Canada
Job Description
Elevate client relationships as a Client Associate with CIBC Wood Gundy. Your expertise will enhance high-net-worth client experiences through personalized service and strategic business development.
In this regular role in Ste Foy, you’ll connect with clients and support Investment Advisors in managing portfolios. This position emphasizes client engagement, proactively identifying business opportunities, and improving overall client satisfaction through relationship building in the community.
Key Responsibilities:
• Build and manage high-net-worth client portfolios
• Engage personally with clients for deeper connections
• Identify and drive business development opportunities
• Attend local events to bolster CIBC branding
• Collaborate with Investment Advisors on client investment plans
Requirements:
• Accreditation as an Investment Representative (IR)
• Experience in Financial Services or Brokerage
• Bilingual in French and English
• Strong analytic...
In this regular role in Ste Foy, you’ll connect with clients and support Investment Advisors in managing portfolios. This position emphasizes client engagement, proactively identifying business opportunities, and improving overall client satisfaction through relationship building in the community.
Key Responsibilities:
• Build and manage high-net-worth client portfolios
• Engage personally with clients for deeper connections
• Identify and drive business development opportunities
• Attend local events to bolster CIBC branding
• Collaborate with Investment Advisors on client investment plans
Requirements:
• Accreditation as an Investment Representative (IR)
• Experience in Financial Services or Brokerage
• Bilingual in French and English
• Strong analytic...