Support high-net-worth clients at CIBC Wood Gundy in Laval through relationship management, investment planning, and exceptional client service.
As a Client Associate, you will work closely with Investment Advisors to manage portfolios and develop new business. You will engage clients directly, uncover opportunities, and improve their experience. Your work will support investment plans aligned with client profiles, goals, and risk/reward tolerance.
Key Responsibilities:
- Build and grow Wood Gundy client portfolios
- Support Investment Advisors with portfolio management
- Engage high-net-worth clients and anticipate their needs
- Identify business development opportunities for your team
- Improve client experiences through proactive relationship management
Requirements:
- Current Investment Representative accreditation in positive 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
Use client service, investment planning, and business development skills to support CIBC Wood Gundy clients and Investment Advisors.