Elevate client engagement as a Client Associate at CIBC Wood Gundy in Vancouver. This role prioritizes Mandarin-speaking interactions while supporting high-net-worth clients and improving their experience. In this full time, in office position, you will closely collaborate with Investment Advisors to manage portfolios and identify business opportunities.

Your focus will be on enhancing client relationships, anticipating needs, and communicating effectively to build trust. Your efforts will also help increase brand awareness within the community through outreach and networking. Key Responsibilities:
Engage with high-net-worth clients to improve service
Support Investment Advisors with portfolio management




Anticipate client needs to enhance experiences
Identify business development opportunities proactively
Attend local marketing events to strengthen community ties Requirements:
Fully bilingual in Mandarin and English
Current accreditation as an Investment Representative
Experience in Financial Services or Brokerage
Solid analytical thinking and customer experience skills
Ability to build lasting relationships with clients Bring your commitment to client-focused service and experience in investment portfolios to thrive at CIBC.

📌 Client Associate At Cibc Wood Gundy Vancouver
🏢 CIBC
📍 Vancouver