Wealth Client Associate: Relationship & Growth

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

Job summary

A leading banking institution is looking for a Client Associate to join their Sarnia team. You will be responsible for managing and growing client portfolios through relationship management and exceptional client service. Candidates should have accreditation as an Investment Representative and experience in the Financial Services industry. This role offers opportunities for growth, competitive salary, and benefits in a collaborative work environment.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• Certified Investment Representative in good standing.
• Financial Services experience is required.
• Strong interpersonal skills and critical thinking.

Responsibilities

• Manage and grow Wood Gundy client portfolios.
• Engage with high-net-worth clients.
• Support business development activities.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Work Collaboratively

Education

Investment Representative accreditation

Job description

A leading banking institution is looking for a Client Associate to join their Sarnia team. You will be responsible for managing and growing client portfolios through relationship management and exceptional client service. Candidates should have accreditation as an Investment Representative and experience in the Financial Services industry. This role offers opportunities for growth, competitive salary, and benefits in a collaborative work environment.