Financial Associate (rr Licensed) Wood Gundy

CIBC Wood Gundy

Thornhill, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Relationship management
Investment advice
Client service
Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • Proactively identify business opportunities for your team and assist in building investment plans based on client profiles and goals.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.

Matching Summary

Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.

Salary

Base: $50,840 to $59,350; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Relationship management
  • Investment advice
  • Client service
  • High-net-worth clients
  • Brokerage industry experience
  • Quotation equipment knowledge

Nice-to-have

  • Client-centric approach
  • Proactive business development
  • Community brand awareness
  • Networking for opportunities
  • Critical thinking skills
  • Values-driven work ethic

Key Requirements

  • Registered Representative (RR) licensing
  • Minimum 3-5 years experience
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter