Wealth Management Client Associate

Build trusted relationships with high-net-worth clients as a Client Associate supporting CIBC Wood Gundy Investment Advisors on-site in St. John’s.

In this regular, full-time position, you will help manage investment portfolios, respond to client requests, and uncover business opportunities. The work combines client engagement, administrative processes, compliance, marketing, and relationship building. You will assist with investment plans, written proposals, and directing assets into suitable financial products as determined by Investment Advisors. Candidates need current Investment Representative accreditation in good standing with CIRO-ID. Financial services or brokerage experience, quotation equipment knowledge, and a client-first approach are required.

Key Responsibilities:

• Provide timely responses to client requests
• Improve client experiences through proactive communication
• Support administrative processes for Investment Advisors
• Help develop proposals for prospects and clients
• Grow networks through local events and outreach

Requirements:

• Current Investment Representative accreditation with CIRO-ID
• Financial services or brokerage experience
• Knowledge of various quotation equipment
• Ability to maintain compliance standards
• Commitment to client-focused solutions and relationships

Use relationship building, compliance knowledge, and investment portfolio support skills to serve CIBC Wood Gundy clients in St. John’s.