As an Administrative Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business
Job Summary
As an Administrative Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
At CIBC, we aspire to give you a career, rather than just a paycheck, offering competitive compensation, benefits, and development opportunities.
Matching Summary
As an Administrative Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
Skills & Requirements
Must-have
Investment Representative (IR) accreditation
Financial Services industry experience
Working knowledge of quotation equipment
Bilingual in French and English
Client portfolio management
Relationship management
Nice-to-have
Client-centric approach
Proactive problem-solving
Driven to succeed
Engage with heart and mind
Attention to detail
Values-driven
Key Requirements
Certified Investment Representative (IR) with CIRO-ID