Business Development Associate Cibc Wood Gundy

CIBC Capital Markets

Vancouver, BC, CA
Base: $25.00 - $27.55 ph; bonus/equity: not specif...
Cold calling to book financial reviews
Prospecting and lead generation
Administrative support for investment advisors
The role involves supporting the Wood Gundy team by servicing high-net-worth client accounts and generating new business opportunities through cold calls

Job Summary

  • The role involves supporting the Wood Gundy team by servicing high-net-worth client accounts and generating new business opportunities through cold calls.
  • Candidates will engage in administrative activities including maintaining compliance standards and assisting with investment plan proposals.
  • CIBC offers a competitive hourly rate between $25.00 and $27.55 along with comprehensive benefits and a focus on employee growth.

Matching Summary

The role involves supporting the Wood Gundy team by servicing high-net-worth client accounts and generating new business opportunities through cold calls.

Salary

Base: $25.00 - $27.55 per hour; Bonus/Equity: Not specified; Benefits: Banking benefit, wellbeing support, recognition programs

Skills & Requirements

Must-have

  • Cold calling to book financial reviews
  • Prospecting and lead generation
  • Administrative support for Investment Advisors
  • Client file compliance maintenance
  • Scheduling and organizing seminars

Nice-to-have

  • Passion for building relationships
  • Understanding of diverse perspectives
  • Critical thinking skills
  • Community event participation
  • Trust and authenticity in interactions

Key Requirements

  • Legal eligibility to work in Canada
  • Financial services or brokerage experience (asset)
  • Ability to work on-site in Vancouver

Work Rights

Must be legally eligible to work at the location(s) specified

Tailored Resume

Cover Letter