Use Investment Representative accreditation and client engagement skills as a Client Associate at CIBC Wood Gundy in Edmonton. Work in office full-time Monday through Friday.
As a Client Associate, you will work closely with Investment Advisors to help manage portfolios and develop new business. You will support high-net-worth clients, uncover opportunities, and proactively improve their experience. Current Investment Representative accreditation with CIRO-ID is required.
Key Responsibilities:
- Support Investment Advisors with portfolio management activities
- Engage directly with high-net-worth clients
- Anticipate client needs and communicate promptly with your team
- Identify opportunities to improve the client experience
- Attend local events and participate in outreach activities
Requirements:
- Current Investment Representative accreditation in good standing
- Accreditation with Canadian Investment Regulatory Organization Investment Dealer
- Financial Services or Brokerage industry experience
- Working knowledge of various quotation equipment
- Registered Representative licensing is an asset
Bring Investment Representative accreditation, relationship building, and client service skills to CIBC Wood Gundy’s Edmonton team.