As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to offer administrative support and help manage their client portfolios
Job Summary
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to offer administrative support and help manage their client portfolios.
You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
We aspire to give you a career, rather than just a paycheck, with competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, and an employee share purchase plan.
Matching Summary
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to offer administrative support and help manage their client portfolios.
Skills & Requirements
Must-have
Investment Representative (IR) accreditation
Full-time on-site work
Financial services industry experience
Client engagement and experience focus
Proactive business opportunity identification
Nice-to-have
Engage with heart and mind
Driven to succeed
Understand success is in the details
Values matter
Heighten brand awareness
Key Requirements
Certified Investment Representative (IR)
Registered Representative (RR) licensing is an asset