IR-Licensed Client Associate – Relationship Builder
CIBC
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Benefits offered by this job
Job summary
CIBC Wood Gundy in Vancouver is seeking a Client Associate to grow Wood Gundy portfolios through relationship management, trusted investment advice and exceptional client service. You will work with Investment Advisors to help manage client portfolios, uncover opportunities, and proactively improve the client experience for high-net-worth clients.
The role offers base pay with an annual discretionary incentive program, plus a compensation philosophy that supports growth and progression within
Qualifications
- CIRO-ID Investment Representative accreditation in good standing.
- Financial Services and/or Brokerage experience with quotation equipment knowledge.
- Client-centric mindset focused on finding the right solutions.
- Self-motivated with goal orientation and impact.
- Empathy and ability to consider different perspectives.
- Attention to detail and strong decision-making.
- Live values of trust, teamwork, and accountability.
Responsibilities
- Engage with clients to manage portfolios and develop business opportunities.
- Provide dedicated relationship management and exceptional client service.
- Collaborate with Investment Advisors to support business development and investment planning.
Skills
Tools
Job description
CIBC Wood Gundy in Vancouver is seeking a Client Associate to grow Wood Gundy portfolios through relationship management, trusted investment advice and exceptional client service. You will work with Investment Advisors to help manage client portfolios, uncover opportunities, and proactively improve the client experience for high-net-worth clients.
The role offers base pay with an annual discretionary incentive program, plus a compensation philosophy that supports growth and progression within
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