Wealth Client Associate: Relationship & Portfolio Support
CIBC
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Benefits offered by this job
Job summary
CIBC Wood Gundy seeks a Client Associate in Burlington to work closely with Investment Advisors, assisting in portfolio management and engaging high-net-worth clients to identify opportunities and enhance their experience.
You will be on-site full-time, Monday through Friday, with a base salary range of $50,840 to $59,350 plus a discretionary annual incentive. Our compensation philosophy supports growth within the range.
Qualifications
- Professional brokerage experience and CIRO-ID licensing
- 3–5 years in brokerage
- Strong client-focused solution mindset
Responsibilities
- Engage with clients to understand needs and build trust.
- Identify opportunities with Investment Advisors to support plans.
- Grow the network through community and outreach activities.
Skills
Job description
CIBC Wood Gundy seeks a Client Associate in Burlington to work closely with Investment Advisors, assisting in portfolio management and engaging high-net-worth clients to identify opportunities and enhance their experience.
You will be on-site full-time, Monday through Friday, with a base salary range of $50,840 to $59,350 plus a discretionary annual incentive. Our compensation philosophy supports growth within the range.
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