As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business
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.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.
Matching 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.
Skills & Requirements
Must-have
Client engagement and relationship building
Proactive client needs identification
Investment plan development support
Financial Services industry experience
Working knowledge of quotation equipment
Bilingual in French and English
Nice-to-have
Putting clients first
Driven to succeed
Engaging with heart and mind
Understanding different perspectives
Success in the details
Critical thinking skills
Key Requirements
Current accreditation as Investment Representative (IR) with CIRO-ID
Registered Representative (RR) licensing is an asset