Job Description
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 expected annualized base salary range for this role is $50,840 to $59,350. In addition to base pay, compensation includes participation 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. Anticipate client needs and communicate promptly with your team to build trust and deepen ...