Client Associate (IR licensed) CIBC Wood Gundy

We’re building a relationship-oriented bank for the modern world. We need talented professionals dedicated to doing what’s right for our clients.

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.

The expected annualized base salary range for this role is $50,840 to $59,350. In addition to base pay, you will participate in an annual discretionary incentive or bonus program.

How You’ll Succeed

• Client Engagement – Focus on each client’s experience and connect on a personal level to make every interaction meaningful.
• Business Development – Proactively identify business opportunities for your team and assist in building investment plans based on the client’s prof...