Join CIBC Wood Gundy's Toronto team as a Mandarin-speaking Client Associate. In this administrative role, support Investment Advisors by managing client accounts and assisting in investment planning.
As a key member of CIBC Wood Gundy’s Investment Advisor team, you will provide essential administrative assistance while ensuring compliance with client dealings. You will help develop investment plans, participate in marketing efforts, and enhance client experiences. Your role will directly impact team productivity and business opportunities, making you vital to the firm's success.
Key Responsibilities:
• Maintain compliance standards for client files and dealings
• Conduct administrative activities supporting the team and IAS
• Assist in marketing activities and development of proposals
• Direct assets into suitable financial products for clients
• Provide support during client engagements for exceptional service
Requirements:
• Diploma in Business Administrati...