Job Description
We are seeking a Client Associate to help build and grow client portfolios at CIBC Wood Gundy through relationship management, trusted investment advice, and exceptional client service. The role works closely with Investment Advisors to manage portfolios, develop new business, and engage with high‑net‑worth clients to uncover opportunities and improve the client experience. The position is on‑site full‑time Monday through Friday.
What you’ll be doing
As a member of CIBC Wood Gundy, you will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. You will work closely with Investment Advisors to help manage their portfolios and develop new business, directly engaging with high‑net‑worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
How you’ll succeed
- Certified professional: Cu...