Client Associate (IR Licensed) CIBC Wood Gundy
Canadian Imperial Bank of Commerce
Job Description
What you’ll be doing
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.
To successfully perform the work, you’ll be on-site full-time Monday through Friday.
Annualized base salary range: $48,880 to $56,980, with participation in an annual discretionary incentive or bonus program.
How you’ll succeed
- Client Engagement – Focus on each client’s experience, connect on a personal level, anticipate client needs, build trust, deepen relationships, and identify opportunities to improve the client experience.
- Business Development – Proactively identify business opportunities, support Investment Advisors in business development activities, and assist in building investment plans ba...