Wealth Client Experience Associate

Canadian Imperial Bank of Commerce; Vancouver; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Vancouver seeks a Client Associate to work with Investment Advisors, helping manage portfolios and develop new business on-site. You will engage with high-net-worth clients to improve the client experience and uncover opportunities, collaborating closely with the team to deliver tailored investment plans.

The role emphasizes client-first service, proactive communication, and community outreach to grow relationships and brand presence.

Qualifications

• Certified investment professional with CIRO-ID accreditation or equivalent.
• Experience in financial services/brokerage and familiarity with investment products.

Responsibilities

• Engage with high-net-worth clients to manage portfolios and uncover opportunities.
• Support Investment Advisors in developing client investment plans based on goals and risk tolerance.
• Build and deepen client relationships through proactive problem-solving and timely communication.
• Identify business opportunities and assist in marketing/outreach to grow client base.

Skills

Analytical Thinking

Business Development

Business Documentation

Customer Experience (CX)

Developing Proposals

Financial Products

Investment Portfolios

Marketing Activities

Transaction Banking

Work Collaboratively

Tools

Quotation Software

Job description

Canadian Imperial Bank of Commerce (CIBC) in Vancouver seeks a Client Associate to work with Investment Advisors, helping manage portfolios and develop new business on-site. You will engage with high-net-worth clients to improve the client experience and uncover opportunities, collaborating closely with the team to deliver tailored investment plans.

The role emphasizes client-first service, proactive communication, and community outreach to grow relationships and brand presence.