Wealth Client Advisor

Canadian Imperial Bank of Commerce; Ottawa; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian financial institution in Ottawa seeks a Client Associate to grow client portfolios through dedicated relationship management and investment advice. This role involves engaging with high-net-worth clients and supporting Investment Advisors to enhance the client experience. Candidates should have the necessary financial accreditations and experience in the brokerage field. Competitive salary and attractive benefits are provided, emphasizing career development and teamwork.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Qualifications

• You have current accreditation and good standing in required licensing.
• Financial Services and/or Brokerage industry experience necessary.
• You possess working knowledge of various quotation equipment.

Responsibilities

• Build and grow Wood Gundy client portfolios through relationship management.
• Engage with high-net-worth clients to improve the client experience.
• Support Investment Advisors in managing their portfolios and developing new business.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Investment Portfolios

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Investment Representative (IR) licensing

Job description

A leading Canadian financial institution in Ottawa seeks a Client Associate to grow client portfolios through dedicated relationship management and investment advice. This role involves engaging with high-net-worth clients and supporting Investment Advisors to enhance the client experience. Candidates should have the necessary financial accreditations and experience in the brokerage field. Competitive salary and attractive benefits are provided, emphasizing career development and teamwork.