Financial Associate (rr Licensed) Cibc Wood Gundy

CIBC

Hamilton, ON, CA
Base: $48,880 to $56,980 annually; bonus: pyrticip...
Onsite (full-time, monday through friday)
Current rr licensing with ciro-id
3-5 years brokerage industry experience
Working knowledge of quotation equipment
CIBC is seeking a Financial Associate for its Wood Gundy division in Hamilton, Ontario, dedicated to relationship management and client service for high-net-worth individuals. The ideal candidate will have a minimum of 3-5 years of brokerage experience, be a certified Registered Representative, and possess strong client engagement and business development skills

Job Summary

  • The role involves building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.
  • Candidates will work closely with Investment Advisors to manage portfolios, develop new business, and proactively improve the client experience.
  • CIBC offers a competitive salary range, annual discretionary bonuses, banking benefits, and a defined benefit pension plan.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Associate for its Wood Gundy division in Hamilton, Ontario, dedicated to relationship management and client service for high-net-worth individuals. The ideal candidate will have a minimum of 3-5 years of brokerage experience, be a certified Registered Representative, and possess strong client engagement and business development skills.

Salary

Base: $48,880 to $56,980 annually; Bonus: Participation in annual discretionary incentive program; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Current RR licensing with CIRO-ID
  • 3-5 years brokerage industry experience
  • Working knowledge of quotation equipment

Nice-to-have

  • High net worth client engagement skills
  • Proactive business development mindset
  • Strong critical thinking and attention to detail

Key Requirements

  • Registered Representative (RR) license in good standing
  • Minimum 3-5 years of Brokerage industry experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter