Client-Focused Brokerage Growth Associate

CIBC; Vancouver; On-site; CAD 34,000 - 37,000; Part time

Job summary

CIBC's Wood Gundy team is seeking a Business Development Associate to support the Investment Advisor group serving high-net-worth clients in Vancouver. This on-site, part-time role involves generating leads, booking financial reviews, and coordinating seminars to grow the client base.

The position emphasizes relationship-building, administrative support, and proactive outreach to develop opportunities within the IA sales pipeline.

Qualifications

• Financial services/brokerage industry experience is an asset.

Responsibilities

• Cold-call potential clients to book financial reviews with an Investment Advisor.
• Generate leads and/or sales opportunities.
• Reach out to prospective clients through prospecting to set up appointments with the IA.
• Develop and nurture the business opportunity leads and the sales pipeline through cold-calls, follow-up calls, and emails.
• Provide the Investment Advisor with regular updates regarding client leads.
• Be responsible for organizing seminars (e.g., scheduling, booking rooms, preparing marketing approvals).

Job description

CIBC's Wood Gundy team is seeking a Business Development Associate to support the Investment Advisor group serving high-net-worth clients in Vancouver. This on-site, part-time role involves generating leads, booking financial reviews, and coordinating seminars to grow the client base.

The position emphasizes relationship-building, administrative support, and proactive outreach to develop opportunities within the IA sales pipeline.