обновлено 8 дней назад
Client Associate (IR Licensed) CIBC Wood Gundy (Financial Services)
51 500 - 60 200CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Associate (IR Licensed) CIBC Wood Gundy (Financial Services): Supporting investment advisors with high-net-worth client portfolios and business development with an accent on client engagement, investment planning, and brokerage services. Focus on identifying client opportunities, developing investment plans aligned with risk tolerance, and building relationships through community outreach.
Location: Vancouver, BC; on-site full-time Monday through Friday
Annual base salary: $51,500–$60,200 CAD, plus eligibility for an annual discretionary incentive or bonus program.
Company
is a Canadian bank providing banking, investment, and brokerage services.
What you will do
- Support investment advisors in managing high-net-worth client portfolios.
- Engage directly with clients, provide ongoing support, and improve the client experience.
- Identify business opportunities and assist with investment plans based on client profiles, goals, and risk tolerance.
- Build relationships through local events, marketing, and outreach activities.
- Stay current on domestic and global investment markets and new financial products.
Requirements
- Current Investment Representative licensing and good standing with CIRO Investment Dealer (CIRO-ID) are required.
- Experience in financial services and/or the brokerage industry.
- Working knowledge of quotation equipment.
- Client-focused communication, relationship-building, business development, and critical-thinking skills.
- Legal eligibility to work in Canada 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 employee recognition programs.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible workplace with opportunities for career development.
Hiring process
- An attribute-based assessment and other skills tests may be required.
- Recruitment may use artificial intelligence tools during the application process.
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