Mortgage Retention & Growth Advisor helping clients navigate mortgage renewals at RBC. Providing tailored advice and support for homeownership and financial decisions.
About the role
- Client Support Associate at CIBC’s Wood Gundy team engaging with high net worth clients. Supporting investment advisors and improving client experience in a dynamic brokerage environment.
Responsibilities
- Work closely with investment advisors at CIBC Wood Gundy to help manage portfolios and develop new business
- Directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience
- Gain experience to advance your career into other roles within the brokerage environment
Requirements
- Fluent in French and English to support business operations outside of Quebec, Canada
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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