Wealth Client Relationship Associate

CIBC; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

CIBC is seeking a Client Associate to work with Investment Advisors at CIBC Wood Gundy, helping manage portfolios and develop new business. You will engage with high-net-worth clients, offer support, and proactively improve the client experience in a full-time on-site role.

You will collaborate with investment professionals, focus on client-centric solutions, and participate in market activities and outreach to expand relationships and opportunities.

Qualifications

• Certified Investment Representative (IR) with CIRO-ID in good standing.

Responsibilities

• Engage with high-net-worth clients to support investment advisors and uncover opportunities.
• Proactively improve the client experience by building trust and delivering tailored financial solutions.
• Help identify business opportunities and participate in client outreach and events to grow the portfolio.

Skills

Analytical Thinking

Business Development

Relationship Building

Developing Proposals

Investment Portfolios

Job description

CIBC is seeking a Client Associate to work with Investment Advisors at CIBC Wood Gundy, helping manage portfolios and develop new business. You will engage with high-net-worth clients, offer support, and proactively improve the client experience in a full-time on-site role.

You will collaborate with investment professionals, focus on client-centric solutions, and participate in market activities and outreach to expand relationships and opportunities.