Investment Representative Client Associate

Use your Investment Representative accreditation at CIBC Wood Gundy in St. John's, supporting high-net-worth clients and Investment Advisors on-site weekdays.

As a Client Associate, you will help manage investment portfolios and develop new business. You will engage clients, support Investment Advisors, maintain compliant files, and contribute to investment plans, proposals, and financial product direction.

Key Responsibilities:

• Engage high-net-worth clients and anticipate their needs
• Maintain compliance standards across client dealings and files
• Support investment plans and written proposals
• Uncover business opportunities and improve client experience
• Participate in marketing and community outreach activities

Requirements:

• Current Investment Representative accreditation in good standing with CIRO-ID
• Financial services or brokerage industry experience
• Working knowledge of various quotation equipment
• Registered Representative licensing is an asset
• Critical thinking and strong organizational skills

Bring client engagement, portfolio support, compliance, and business development skills to CIBC Wood Gundy in St. John's.