Investment Advisor Assistant

Found in: Jooble CA O C2 - 1 week ago

Calgary AB, Canada Canadian Imperial Bank of Commerce Full time

Investment Advisor Assistant CIBC Wood Gundy page is loaded Investment Advisor Assistant CIBC Wood Gundy
Apply locations Calgary, AB time type Full time posted on Posted Yesterday job requisition id 2404228 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Your critical thinking skills help to inform your decision making.
You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Product Knowledge, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively Similar Jobs (4)
Client Associate CIBC Wood Gundy
locations Calgary, AB time type Full time posted on Posted 30+ Days Ago Client Associate CIBC Wood Gundy
locations Calgary, AB time type Full time posted on Posted 30+ Days Ago Client Associate CIBC Wood Gundy
locations Calgary, AB time type Full time posted on Posted 30+ Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

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