Client Associate, Wood Gundy-Bilingual

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.,Focus on each client's experience and connect on a personal level to make every interaction meaningful.,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.,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 will generate future opportunities.

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

Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.,May be asked to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency).