Wealth Client Associate — Relationships & Growth

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 50,000 - 70,000; Part time

Job summary

A leading financial institution in Toronto seeks a Client Associate to enhance client experiences and drive business development. This on-site role involves close collaboration with Investment Advisors and engaging with high net worth clients. Candidates must hold CSC and CPH accreditations, demonstrating a commitment to client-focused solutions. A competitive compensation package and supportive work environment are offered.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Qualifications

• Must have good standing in Canadian Securities Course, CPH, and IR licensing.
• Financial Services and/or Brokerage experience required.
• Working knowledge of various quotation equipment is essential.

Responsibilities

• Engage directly with high net worth clients to enhance client experience.
• Identify business opportunities for team and assist in investment plans.
• Establish relationships by participating in community events.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Investment Portfolios

Marketing Activities

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Investment Representative (IR) licensing

Job description

A leading financial institution in Toronto seeks a Client Associate to enhance client experiences and drive business development. This on-site role involves close collaboration with Investment Advisors and engaging with high net worth clients. Candidates must hold CSC and CPH accreditations, demonstrating a commitment to client-focused solutions. A competitive compensation package and supportive work environment are offered.