Wealth Client Associate – Investment Support

CIBC; Barrie; On-site; CAD 48,000 - 57,000; Full time

Job summary

A leading financial institution in Barrie seeks an individual to provide essential administrative support to the Investment Advisor team. This role requires strong client engagement and experience in the financial services sector. You will assist in managing client investments and identifying business opportunities. The position offers a full-time on-site work environment and a competitive salary ranging from $48,880 to $56,980 plus potential bonuses.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Vacation offering

Wellbeing support

Qualifications

• Must have current accreditation as an Investment Representative with CIRO-ID.
• Financial Services experience required.
• Strong client engagement and relationship-building skills.

Responsibilities

• Provide administrative support to Investment Advisors.
• Assist in planning and managing client investments.
• Identify business opportunities for the team.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Financial Products

Investment Portfolios

Education

Investment Representative accreditation

Job description

A leading financial institution in Barrie seeks an individual to provide essential administrative support to the Investment Advisor team. This role requires strong client engagement and experience in the financial services sector. You will assist in managing client investments and identifying business opportunities. The position offers a full-time on-site work environment and a competitive salary ranging from $48,880 to $56,980 plus potential bonuses.