Wealth Client Associate

CIBC

Vancouver

On-site

CAD 51,000 - 59,000

Full time

11 days ago

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Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC Wood Gundy is seeking a Client Support Associate in Vancouver to collaborate with investment advisors, manage portfolios, and identify opportunities to grow client relationships. The role emphasizes delivering a high level of service to high net worth clients in a full-time, on-site setting.

You will gain exposure to market trends, new products, and a path to advance within the brokerage environment. A supportive compensation structure includes base pay plus bonus opportunities and ongoing

Qualifications

CIRO-ID Investment Representative licensing (IR) current and in good standing
Asset if Registered Representative (RR) licensed
Experience in financial services or brokerage environment preferred
Demonstrated client-first approach and integrity
Goal-oriented with drive to achieve results and deliver value

Responsibilities

Engage with clients to understand needs and improve the client experience.
Support investment advisors in managing portfolios and identifying opportunities.
Develop business by connecting with clients and expanding relationships within the brokerage environment