REGISTRIEREN
Zurück zur Stellenangebote
XX
Client Associate (IR Licensed) CIBC Wood GundyCIBC • Thornhill, Ontario, Canada
Ähnliche Jobs finden

Dieses Stellenangebot ist nicht mehr verfügbar

XX

Client Associate (IR Licensed) CIBC Wood Gundy

CIBC
  • CA
    Thornhill, Ontario, Canada
  • CA
    Thornhill, Ontario, Canada
Ähnliche Jobs finden

Über

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font. Pour en savoir plus sur la Banque CIBC, visitez le site . What You’ll Be Doing You’ll join a team that goes above and beyond for their clients. As a Client Associate, you’ll work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience. How You’ll Succeed Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience. Business Development – Proactively identify business opportunities for your team. 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. Who You Are You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct
  • Thornhill, Ontario, Canada

Sprachkenntnisse

  • English
Hinweis für Nutzer

Dieses Stellenangebot wurde von einem unserer Partner veröffentlicht. Sie können das Originalangebot einsehen hier.

Ähnliche Jobs finden