9 часов назад
Client Associate (IR Licensed) CIBC Wood Gundy
50 840 - 59 350CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Associate (IR Licensed) CIBC Wood Gundy (Investment Brokerage): Supporting investment advisors in managing high-net-worth client portfolios and developing new business with an accent on client engagement, investment planning, and financial products. Focus on identifying business opportunities, building client relationships, and improving the client experience while tracking domestic and global investment market trends.
Location: On-site full-time in Vancouver, BC, Monday through Friday
Salary: CAD 50,840–59,350 annualized base salary, plus participation in an annual discretionary incentive or bonus program.
Company
is a Canadian bank and brokerage providing investment and financial services for clients.
What you will do
- Work closely with investment advisors to help manage high-net-worth client portfolios.
- Engage directly with clients, provide support, anticipate needs, and improve the client experience.
- Identify business opportunities and support business development activities.
- Assist with building investment plans based on client profiles, goals, and risk/reward tolerance.
- Build relationships through local events, marketing, and community outreach activities.
- Stay current on domestic and global investment market trends and new products.
Requirements
- Current Investment Representative (IR) accreditation in good standing with CIRO Investment Dealer is required.
- Experience in financial services and/or the brokerage industry.
- Working knowledge of quotation equipment.
- Strong client engagement, relationship-building, business development, and analytical thinking skills.
- Legal eligibility to work at the specified Canadian location is required; a valid work or study permit may be required.
Culture & Benefits
- Competitive salary, incentive pay, banking benefits, and a benefits program.
- Defined benefit pension plan and employee share purchase plan.
- Vacation offering, wellbeing support, and a points-based employee recognition program.
- Professional development opportunities and a paid Purpose Day for personal growth.
- Inclusive and accessible workplace with accommodation support during the recruitment process.
Hiring process
- An attribute-based assessment and other skills tests may be required.
- Artificial intelligence tools may be used during recruitment.
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