Elevate client relationships as a Bilingual Client Associate at CIBC Wood Gundy in Richmond. This on-site role focuses on Mandarin and Cantonese engagement to enhance client experiences.
At CIBC, you'll support Investment Advisors by managing portfolios and soliciting high-net-worth clients. Your responsibilities will include identifying business opportunities and fostering client relationships through meaningful interactions. Positively impacting the client experience and the CIBC brand will be key to your success.
Key Responsibilities:
• Engage actively with high-net-worth clients
• Collaborate with Investment Advisors for client plans
• Identify processes to improve client interactions




• Attend local events to boost community awareness
• Develop lasting professional connections
Requirements:
• Fully bilingual in Mandarin, Cantonese, and English
• Accredited Investment Representative in valuable standing
• Experience in Financial Services or Brokerage
• Critical thinking and customer focus are essential
• Registered Representative licensing is an asset
Maximize client satisfaction and leverage your language skills to contribute to CIBC's commitment to relationship-building.
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📌 Bilingual Client Associate at CIBC (Richmond)
🏢 CIBC US
📍 Richmond