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.
We 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
relationship management
client portfolios
investment advice
client engagement
business development support
French and English fluency
Nice-to-have
relationship-oriented bank
embrace your strengths
meaningful impact
valued for who you are
critical thinking skills
Key Requirements
Investment Representative (IR) accreditation with CIRO-ID
Financial Services and/or Brokerage industry experience