What you’ll be doing

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high‑net‑worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

How you’ll succeed

• Client Engagement‑ Focus on each client’s experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.
• Business Development‑ Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in building investment plans based on the client’s profile, goals, and risk/reward tolerance.
• Rela...