Client Associate (ir Licensed) Mandarin Speaking Cibc Wood Gundy

CIBC

Vancouver, BC, Canada
Base: $50,840 to $59,350 annually; bonus: annual d...
Mandarin and english bilingual proficiency
Investment representative (ir) accreditation with ciro-id
High-net-worth client engagement experience
The role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice

Job Summary

  • The role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.
  • Candidates must be fully bilingual in Mandarin and English while holding current Investment Representative accreditation with the CIRO-ID.
  • The position offers a competitive salary range of $50,840 to $59,350 plus an annual discretionary incentive program and comprehensive benefits.

Matching Summary

The role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.

Salary

Base: $50,840 to $59,350 annually; Bonus: Annual discretionary incentive program; Benefits: Banking benefits, pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Mandarin and English bilingual proficiency
  • Investment Representative (IR) accreditation with CIRO-ID
  • High-net-worth client engagement experience
  • Business development and portfolio growth skills
  • Financial services or brokerage industry background

Nice-to-have

  • Registered Representative (RR) licensing asset
  • Experience with quotation equipment
  • Community marketing and outreach participation
  • Strong critical thinking and decision-making abilities
  • Commitment to trust, teamwork, and accountability values

Key Requirements

  • Current IR license with CIRO-ID
  • Fully bilingual in Mandarin and English
  • Financial services or brokerage experience required
  • Legally eligible to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter