Job Description
Become a Client Associate at CIBC in Oakville where you’ll directly enhance client experiences and support investment strategies. Drive business development and build lasting client relationships.
CIBC Wood Gundy is hiring a dedicated Client Associate to work full-time, on-site in Oakville. In this role, you will collaborate with Investment Advisors to manage portfolios and engage with high-net-worth clients. Successful candidates will focus on identifying new business opportunities and improving the client journey.
Key Responsibilities:
• Foster strong client relationships through personalized support
• Collaborate with Investment Advisors on business development
• Identify opportunities to enhance overall client service
• Participate in community events for brand promotion
• Build networks that will generate future business prospects
Requirements:
• Certification as an Investment Representative (IR)
• Previous experience in Financial Services or Brokerag...
CIBC Wood Gundy is hiring a dedicated Client Associate to work full-time, on-site in Oakville. In this role, you will collaborate with Investment Advisors to manage portfolios and engage with high-net-worth clients. Successful candidates will focus on identifying new business opportunities and improving the client journey.
Key Responsibilities:
• Foster strong client relationships through personalized support
• Collaborate with Investment Advisors on business development
• Identify opportunities to enhance overall client service
• Participate in community events for brand promotion
• Build networks that will generate future business prospects
Requirements:
• Certification as an Investment Representative (IR)
• Previous experience in Financial Services or Brokerag...
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