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
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.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.
Matching 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.
Skills & Requirements
Must-have
Investment Representative (IR) accreditation
CIBC Wood Gundy client portfolios
High-net-worth client engagement
On-site full-time work
Financial services industry experience
Nice-to-have
Client-centric approach
Proactive business development
Community brand awareness
Critical thinking skills
Values-driven work environment
Key Requirements
Certified Investment Representative (IR)
Canadian Investment Regulatory Organization (CIRO-ID) accreditation
Registered Representative (RR) licensing is an asset