Client Associate at CIBC Surrey
C
CIBC
📍 surrey, metro vancouver regional district, Canada
Job Description
Elevate your career as a Client Associate with CIBC in Surrey. Engage with high-net-worth clients, support investment advisors, and enhance client experiences in this full-time on-site role.
In this pivotal position at CIBC Wood Gundy, you will be a key player working directly with Investment Advisors to manage portfolios and identify new business opportunities. Your focus will be on personal client interactions, developing relationships, and ensuring clients receive exceptional service, all while fully embracing the values of trust and teamwork.
Key Responsibilities:
• Connect personally with clients to enhance their experience
• Identify and support business development opportunities
• Attend community events to build CIBC brand awareness
• Collaborate with Investment Advisors on client investment plans
• Improve processes for a smoother client experience
Requirements:
• Investment Representative certification and CIRO-ID
• Experience in Financial Servic...
In this pivotal position at CIBC Wood Gundy, you will be a key player working directly with Investment Advisors to manage portfolios and identify new business opportunities. Your focus will be on personal client interactions, developing relationships, and ensuring clients receive exceptional service, all while fully embracing the values of trust and teamwork.
Key Responsibilities:
• Connect personally with clients to enhance their experience
• Identify and support business development opportunities
• Attend community events to build CIBC brand awareness
• Collaborate with Investment Advisors on client investment plans
• Improve processes for a smoother client experience
Requirements:
• Investment Representative certification and CIRO-ID
• Experience in Financial Servic...