Client Associate (IR licensed) Mandarin speaking CIBC Wood Gundy

Overview

As an Administrative Assistant in CIBC’s Wood Gundy team, you will provide administrative support to the Investment Advisor team, managing client accounts and assisting in investment planning and execution.

Responsibilities

• Maintain compliance standards in client dealings and client files.
• Conduct administrative activities and engage in processes that support the IAS and teams.
• Assist in marketing and business development activities, including development of investment plans and written proposals for prospects and clients.
• Assist in directing assets into suitable financial products based on client risk‑reward tolerances and demographic profile.
• Provide administrative support during client engagement, responding to requests and ensuring an exceptional experience.
• Attend local events and participate in marketing and outreach activities to build brand awareness.
• Support Investment Advisors b...