Wealth Client Associate

Canadian Imperial Bank of Commerce; Ottawa; On-site; CAD 51,000 - 59,000; Full time

Benefits offered by this job

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking a Client Associate to work with Investment Advisors at CIBC Wood Gundy, helping manage portfolios and develop new business. The role is on-site, full-time, with base salary and annual discretionary bonus.

You will engage with high-net-worth clients to uncover opportunities and enhance the client experience. Applicants should hold CIRO-ID Investment Representative accreditation (RR licensing is a plus), and have experience in financial services

Qualifications

• Investment Representative accreditation (CIRO-ID) in good standing is required.
• Financial services/brokerage experience is preferred.
• Strong client-facing and relationship-building skills with high-net-worth clients.

Responsibilities

• Client Engagement - focus on the client experience and build trust to deepen relationships.
• Business Development – identify opportunities and support Investment Advisors with plans based on client profile and risk tolerance.
• Relationship Building - grow local network and participate in events to foster future opportunities.

Skills

Client engagement

Business development

Relationship building

Active listening

Critical thinking

Education

CIRO-ID Investment Representative accreditation

Tools

Quotation equipment

Job description

Canadian Imperial Bank of Commerce (CIBC) is seeking a Client Associate to work with Investment Advisors at CIBC Wood Gundy, helping manage portfolios and develop new business. The role is on-site, full-time, with base salary and annual discretionary bonus.

You will engage with high-net-worth clients to uncover opportunities and enhance the client experience. Applicants should hold CIRO-ID Investment Representative accreditation (RR licensing is a plus), and have experience in financial services