Client Associate (IR Licensed, Mandarin & Cantonese speaking) 12 month contract CIBC Wood Gundy

Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.,Work closely with Investment Advisors to help manage portfolios and develop new business.,Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.,Anticipate client needs and communicate promptly with the team to build trust and deepen client relationships.,Identify activities, processes and opportunities to improve the client experience while keeping detailed records in CRM software.,Coordinate the Onboarding Experience for new clients.,Proactively identify business opportunities for the team.,Support business development activities and assist in building investment plans based on client profiles, goals, and risk/reward tolerance.,Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.,Grow network to create lasting connections that generate future opportunities.

Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Financial Services and/or Brokerage industry experience.,Working knowledge of various quotation equipment.