Client Associate (IR Licensed) CIBC Wood Gundy

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...