Location
montreal
Job Type
Full-time
Posted
July 04, 2026
Job Description
Advance your career as a Client Associate at CIBC, where you’ll focus on delivering tailored investment advice to high-net-worth clients. Build meaningful relationships through exceptional service and proactive engagement.
CIBC Wood Gundy seeks a Client Associate to assist Investment Advisors in portfolio management and client relationship development. Your role will involve connecting with clients, understanding their needs, and providing personalized investment strategies. Through participation in marketing events and community outreach, you will enhance CIBC's visibility and attract new business opportunities.
Key Responsibilities:
• Develop client portfolios through strategic relationship management
• Assist in creating investment plans tailored to client's goals
• Identify potential business opportunities within the community
• Represent CIBC through local marketing and engagement efforts
• Provide excellent support in client...
CIBC Wood Gundy seeks a Client Associate to assist Investment Advisors in portfolio management and client relationship development. Your role will involve connecting with clients, understanding their needs, and providing personalized investment strategies. Through participation in marketing events and community outreach, you will enhance CIBC's visibility and attract new business opportunities.
Key Responsibilities:
• Develop client portfolios through strategic relationship management
• Assist in creating investment plans tailored to client's goals
• Identify potential business opportunities within the community
• Represent CIBC through local marketing and engagement efforts
• Provide excellent support in client...