Build high-net-worth client relationships with CIBC Wood Gundy through trusted investment advice, portfolio support, and exceptional service. Work arrangements will be discussed during your interview.
As a Client Associate, you support Investment Advisors with portfolio management and business development. You engage clients, identify opportunities, and help develop investment plans based on profiles, goals, and risk/reward tolerance. French and English fluency supports clients in the community.
Key Responsibilities: Support Investment Advisors managing Wood Gundy client portfolios
Engage high-net-worth clients and anticipate their needs
Identify activities and opportunities improving client experience
Assist investment plans based on client profiles and goals
Participate in local events and outreach activities
Requirements: Current Investment Representative accreditation in valuable standing with CIRO-ID
Registered Representative licensing considered an asset
Financial Services or Brokerage industry experience required
Working knowledge of various quotation equipment required
Fluency in French and English required
Bring relationship management, investment support, and bilingual client service to CIBC Wood Gundy as a Client Associate.