Wealth Client Relations Specialist

CIBC; Barrie; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian bank is seeking a Client Associate in Barrie to support Investment Advisors and manage high-net-worth client interactions. The ideal candidate must hold current accreditation as an Investment Representative and possess strong analytical thinking and client relations skills. This role focuses on enhancing client experiences and identifying business opportunities, requiring a commitment to teamwork and accountability.

Qualifications

• Current accreditation as an Investment Representative is mandatory.
• Strong analytical thinking and client relations skills are essential.
• Commitment to accountability and teamwork is required.

Responsibilities

• Support Investment Advisors and manage high-net-worth client interactions.
• Enhance client experiences and identify business opportunities.

Skills

Analytical thinking

Client relations

Teamwork

Education

Current accreditation as an Investment Representative

Job description

A leading Canadian bank is seeking a Client Associate in Barrie to support Investment Advisors and manage high-net-worth client interactions. The ideal candidate must hold current accreditation as an Investment Representative and possess strong analytical thinking and client relations skills. This role focuses on enhancing client experiences and identifying business opportunities, requiring a commitment to teamwork and accountability.