Client Associate, Wood Gundy-Bilingual

About the Role

As a Client Associate in CIBC Wood Gundy, you’ll build and grow client portfolios through specialized relationship management, reliable investment advice, and exceptional client service.

Key Responsibilities

• Maintain compliance standards and handle client files.
• Assist in developing investment plans and written proposals.
• Support redirecting assets to appropriate financial products based on client risk tolerance.
• Communicate directly with high net worth clients to provide support, identify opportunities, and enhance the client experience.
• Focus on clients’ experience and connect on a personal level to make every interaction meaningful.
• Identify activities, processes, and opportunities to improve the client experience.
• Verify documents and review complex legal agreements.
• Resolve gaps in signing authority and enforce policies.
• Respond quickly to client requests and ...