Location
toronto, on, Canada
Posted
June 12, 2026
Job Description
Elevate client engagement with CIBC Wood Gundy as a Client Associate. This full-time position focuses on high-net-worth client support and business development in Toronto.
In this role, you'll collaborate closely with Investment Advisors to manage investment portfolios and enhance client experiences. Your efforts in uncovering business opportunities and building relationships will significantly impact CIBC's growth and community presence. Full-time on-site work is required from Monday to Friday.
Key Responsibilities:
• Engage with high-net-worth clients effectively
• Support Investment Advisors in portfolio management
• Identify and drive new business opportunities
• Attend events to promote CIBC brand awareness
• Collaborate to improve overall client experience
Requirements:
• Bilingual in Mandarin and English; Cantonese preferred
• Accredited as an Investment Representative (IR) with CIRO-ID
• Experience in financial services or brokerage
• Strong ...
In this role, you'll collaborate closely with Investment Advisors to manage investment portfolios and enhance client experiences. Your efforts in uncovering business opportunities and building relationships will significantly impact CIBC's growth and community presence. Full-time on-site work is required from Monday to Friday.
Key Responsibilities:
• Engage with high-net-worth clients effectively
• Support Investment Advisors in portfolio management
• Identify and drive new business opportunities
• Attend events to promote CIBC brand awareness
• Collaborate to improve overall client experience
Requirements:
• Bilingual in Mandarin and English; Cantonese preferred
• Accredited as an Investment Representative (IR) with CIRO-ID
• Experience in financial services or brokerage
• Strong ...