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Client Portfolio Development Specialist

1 month ago

Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full time

We are a leading financial institution focused on building long-term relationships with our clients. At CIBC Wood Gundy, we recognize the importance of trust and personalized service in achieving success.

Key Responsibilities
  • Become an integral part of our team as a Client Associate, working closely with Investment Advisors to develop and grow client portfolios through dedicated relationship management and trusted investment advice.
  • Directly engage with high-net-worth clients to offer support, identify business opportunities, and enhance their overall experience.

Community Involvement

Heighten brand awareness by participating in local events and marketing initiatives, expanding your professional network to create lasting connections that generate future opportunities.

About Us

We strive to recognize our employees' contributions through competitive compensation packages, including banking benefits*, wellbeing support, and employee recognition programs like MomentMakers.

Please note that you must be legally eligible to work at the specified location(s) and have a valid work or study permit, if applicable.

Requirements
  • Complete attribute-based assessments and skills tests, such as simulations, coding, French proficiency, or MS Office, as required.

This is a temporary (fixed term) position.