Client Associate

What You’ll Be Doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. 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.

The salary range for this role is $26.00 - $30.35 CAD hourly.

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.
• Relationship Building – Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

What CIBC Offers

What You Need To Know

Expected End Date

2026-04-17

Job Location

Surrey-1688-152nd Street

Employment Type

Temporary (Fixed Term)

Weekly Hours

15

Skills

Seniority Level

Entry level

Job Function

Finance and Sales

Industries

Banking

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