Join The West Vancouver Team

To offer our clients the best support, our Investment Advisors need the best talent supporting them. If you are a hardworking professional interested in a career at one of Canada’s top wealth management firms, an assistant or associate role at the West Vancouver branch of CIBC Wood Gundy may be right for you.

What will you do?

• Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors and other internal and external partners
• Support the Investment Advisor in general administrative duties in the management of client accounts
• Support the Investment Advisor in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Execute client trades given by the advisor or directly from the client over the phone
• Monitor all pending transfers to ensure completion on a timely basis

Required skills

• Strong client support and communication skills
• Well-developed time management and organizational skills
• Superior written and spoken communication
• Completion of or enrollment in the CSC and CPH
• Previous financial industry experience