As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business
Job Summary
As an Investment Advisor Assistant, 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, your goals are a priority, and they aspire to give you a career, rather than just a paycheck.
Matching Summary
As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
Skills & Requirements
Must-have
Client relationship management
Investment advice
Exceptional client service
High-net-worth clients
French and English fluency
Nice-to-have
Relationship-oriented bank
Embrace strengths and ambitions
Meaningful impact
Engage with heart and mind
Values matter to you
Key Requirements
Current accreditation as Investment Representative (IR) with CIRO-ID
Financial Services and/or Brokerage industry experience