People And Understand Different Perspectives
AdministrativeAssociate,WoodGundyBilingual
“Administrative Associate, Wood Gundy-Bilingual at People And Understand Different Perspectives. Skills: relationship management, investment advice, client service, administrative support, critical thinking, organizational skills. building and growing Wood Gundy client portfolios. specialized relationship management”
What You'll Achieve.
building and growing Wood Gundy client portfolios; making a meaningful impact; truly valued for who they are and what they contribute; empowered at work; thrive in your role; succeed; accomplishing your goals; delivering your best to make an impact; Drive team success; improving team productivity; proactively uncovering business opportunities; assisting in the allocation of assets to the right financial products
Industry & Context.
Critical Thinking; Critical thinking skills help to inform your decision making; Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution
legally eligible to work at the location(s) specified above, where applicable, must have a valid work or study permit, may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), use artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
current accreditation and are 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
Nice to Have
Registered Representative (RR) licensing
What You'll Do.
building and growing Wood Gundy client portfolios
specialized relationship management
reliable investment advice
exceptional client service
work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships
communicate directly with high net worth clients to provide support
identify opportunities and proactively enhance the client experience
Maintain compliance standards when dealing with clients or handling client files
Perform administrative duties and participate in administrative processes related to Investment Advisor and team support
Assist in the development of investment plans and written proposals for current and prospective clients
Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor
Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed
Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products
Close gaps in signing authority documents
escalate unresolved issues
or engage appropriate internal partners to facilitate resolution
Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files
Drive team success by improving team productivity
proactively uncovering business opportunities
and assisting in the allocation of assets to the right financial products
How You'll Work.
Team & Collaboration
work closely with a team of CIBC Wood Gundy Investment Advisors; engage with your heart and mind; understand different perspectives; listen and learn from the experiences of others; Values matter to you; bring your real self to work; live our values - trust, teamwork, and accountability; Drive team success; improving team productivity; assisting in the allocation of assets to the right financial products
Communication Scope
communicate directly with high net worth clients; Fluent in French and English
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