Job Description
Enhance client relationships as a Client Relationship Associate at CIBC Wood Gundy in Edmonton, AB. Drive business growth through dedicated service and strategic investment advice.
In this full-time position, you'll work closely with Investment Advisors to support high-net-worth clients by managing portfolios and proactively engaging in business development. Your role is pivotal in ensuring an exceptional client experience that fosters trust and reliance on our services.
Key Responsibilities:
• Develop and manage client portfolios under CIBC Wood Gundy
• Collaborate with Advisors on investment strategies
• Drive business development through insights and research
• Connect with clients to enhance satisfaction and loyalty
• Attend events to represent and promote the CIBC brand
Requirements:
• Must hold current IR accreditation with CIRO
• Proven experience in financial services or brokerage
• Strong customer service and analytical skills
• Capable of b...
In this full-time position, you'll work closely with Investment Advisors to support high-net-worth clients by managing portfolios and proactively engaging in business development. Your role is pivotal in ensuring an exceptional client experience that fosters trust and reliance on our services.
Key Responsibilities:
• Develop and manage client portfolios under CIBC Wood Gundy
• Collaborate with Advisors on investment strategies
• Drive business development through insights and research
• Connect with clients to enhance satisfaction and loyalty
• Attend events to represent and promote the CIBC brand
Requirements:
• Must hold current IR accreditation with CIRO
• Proven experience in financial services or brokerage
• Strong customer service and analytical skills
• Capable of b...
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