Base: $48,880 to $56,980; bonus/equity: annual dis...
On-site
Relationship management
Investment advice
Client experience
CIBC is seeking an Administrative Assistant based in Sarnia, Canada, to support relationship management and client engagement within its Wood Gundy division. The role involves assisting Investment Advisors in managing client portfolios, identifying business opportunities, and enhancing the overall client experience
Job Summary
As a Client 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, your goals are a priority and we aspire to give you a career, rather than just a paycheck.
Matching Summary
Match Score: 85
CIBC is seeking an Administrative Assistant based in Sarnia, Canada, to support relationship management and client engagement within its Wood Gundy division. The role involves assisting Investment Advisors in managing client portfolios, identifying business opportunities, and enhancing the overall client experience.
Salary
Base: $48,880 to $56,980; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan
Skills & Requirements
Must-have
Relationship management
Investment advice
Client experience
Business development
CIBC brand awareness
Nice-to-have
Engage with heart and mind
Success in the details
Values matter
Key Requirements
Certified Investment Representative (IR) with CIRO-ID
Registered Representative (RR) licensing is an asset