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Client Associate (IR Licensed) Mandarin Speaking CIBC Wood Gundy

50 840 - 59 350CAD
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Associate (IR Licensed) Mandarin Speaking CIBC Wood Gundy (Financial Services): Supporting Investment Advisors with portfolio management, high-net-worth client service, and business development with an accent on relationship building, investment planning, and client experience. Focus on identifying new business opportunities, developing client solutions based on risk tolerance, and strengthening community relationships through outreach activities.

Location: On-site full-time in Vancouver, BC, Monday through Friday

Annual base salary: $50,840–$59,350 CAD, plus participation in an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank providing banking and investment services for individual and business clients.

What you will do

  • Work closely with Investment Advisors at hirify.global Wood Gundy to help manage client portfolios.
  • Support high-net-worth clients, respond to their needs, and improve the client experience.
  • Identify business opportunities and assist with developing investment plans based on client profiles, goals, and risk tolerance.
  • Build client relationships and strengthen brand awareness through local events, marketing, and outreach activities.
  • Communicate proactively with the team and contribute to business development activities.

Requirements

  • Fluent written and spoken Mandarin and English required.
  • Current Investment Representative accreditation in good standing with CIRO Investment Dealer required.
  • Financial services or brokerage industry experience and working knowledge of quotation equipment.
  • Strong client engagement, critical thinking, communication, and relationship-building skills.
  • Must be legally eligible to work in Canada at the specified location and hold a valid work or study permit where applicable.

Nice to have

  • Registered Representative licensing.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
  • Employee share purchase plan, vacation, wellbeing support, and social recognition programs.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible candidate experience.

Hiring process

  • The process may include an attribute-based assessment and other skills tests.
  • Artificial intelligence tools may be used during recruitment.

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