Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Capital Markets

Edmonton, Canada
On-site
Client engagement and relationship building
Proactive identification of business opportunities
Administrative support for investment advisors
CIBC Capital Markets is seeking a Client Associate (ir Licensed) for their Edmonton location, focusing on delivering exceptional client service and supporting Investment Advisors. The ideal candidate will possess strong client engagement skills and relevant industry experience, particularly in financial services

Job Summary

  • As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to offer administrative support and help manage their client portfolios.
  • 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 strive to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Client Associate (ir Licensed) for their Edmonton location, focusing on delivering exceptional client service and supporting Investment Advisors. The ideal candidate will possess strong client engagement skills and relevant industry experience, particularly in financial services.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Proactive identification of business opportunities
  • Administrative support for Investment Advisors
  • Direct engagement with high-net-worth clients
  • On-site full-time work environment

Nice-to-have

  • Personalized client interactions
  • Community brand awareness
  • Networking for future opportunities
  • Embracing strengths and ambitions

Key Requirements

  • Current accreditation as Investment Representative (IR) with CIRO-ID
  • Financial Services and/or Brokerage industry experience
  • Working knowledge of various quotation equipment
  • Registered Representative (RR) licensing is an asset

Work Rights

Not specified

Tailored Resume

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