Investment Advisor Associate - Mandarin & Cantonese Required

CIBC Wood Gundy; Greater Toronto Area; On-site; CAD 50,000 - 65,000; Full time

Job summary

CIBC is looking for a bilingual Investment Advisor Associate fluent in Mandarin and Cantonese for their Toronto team. The role involves collaborating with Investment Advisors to enhance client services and support business growth. Ideal candidates will possess strong communication skills and a client-first mindset.

Qualifications

• Fluency in Mandarin and Cantonese required.
• Experience in financial services is advantageous.

Responsibilities

• Engage with clients to understand financial goals.
• Assist in portfolio management and business development.
• Prepare investment proposals and presentations.

Skills

Mandarin

Cantonese

Communication

Interpersonal Skills

Job description

Join CIBC as an Investment Advisor Associate – Mandarin & Cantonese Required

CIBC is seeking a bilingual Investment Advisor Associate fluent in Mandarin and Cantonese to join our Toronto team. In this role, you will collaborate with Investment Advisors to provide exceptional client service and support business growth.

Key Responsibilities:

1. Engage with clients to understand their financial goals and offer tailored investment solutions.
2. Assist in portfolio management and business development activities.
3. Prepare investment proposals and client presentations.
4. Maintain accurate client records and ensure regulatory compliance.

Qualifications:

1. Fluency in Mandarin and Cantonese.
2. Excellent communication and interpersonal skills.
3. Experience in financial services is advantageous.
4. Team-oriented with a client-first approach.

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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