Wealth Client Associate: Elevate Investor Relationships

Canadian Imperial Bank of Commerce; Vancouver; Hybrid; CAD 51,000 - 59,000; Full time

Benefits offered by this job

Competitive Salary

Incentive Pay

Banking Benefits

Benefits Programme

Defined Benefit Pension Plan

Employee Share Purchase Plan

Vacation Offering

Wellbeing Support

MomentMakers

Job summary

Canadian Imperial Bank of Commerce (CIBC) invites applications for a Client Associate with CIBC Wood Gundy. You will work closely with investment advisors to help manage client portfolios, identify opportunities, and enhance the client experience for high-net-worth clients in a dynamic brokerage environment.

You will be on-site full-time, Monday through Friday, and you will gain experience to advance within the brokerage and CIBC.

Qualifications

• CIRO-ID Investment Representative licensing is required.
• Financial services experience within brokerage is preferred.
• Strong client service and communication skills.
• Ability to engage with high net worth clients.

Responsibilities

• Engage with clients to manage portfolios and uncover opportunities.
• Support investment advisors with business development and client experience.
• Build and maintain relationships within the local market.

Skills

Analytical Thinking

Business Development

Business Documentation

Customer Experience

Developing Proposals

Financial Products

Investment Portfolios

Marketing Activities

Transaction Banking

Work Collaboratively

Job description

Canadian Imperial Bank of Commerce (CIBC) invites applications for a Client Associate with CIBC Wood Gundy. You will work closely with investment advisors to help manage client portfolios, identify opportunities, and enhance the client experience for high-net-worth clients in a dynamic brokerage environment.

You will be on-site full-time, Monday through Friday, and you will gain experience to advance within the brokerage and CIBC.