Client Associate (ir Licensed) Cibc Wood Gundy

CIBC

Toronto, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Client portfolio growth
Relationship management
Investment advice
As a Client Associate, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • As a Client Associate, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
  • At CIBC, your goals are a priority, and we aspire to give you a career, rather than just a paycheck.

Matching Summary

As a Client Associate, you will be responsible for building and growing 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, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Client portfolio growth
  • Relationship management
  • Investment advice
  • Client service
  • High-net-worth clients
  • On-site full-time

Nice-to-have

  • Client-centric approach
  • Proactive business development
  • Community brand awareness
  • Networking for opportunities
  • Empathy and understanding

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Financial Services/Brokerage industry experience
  • Working knowledge of quotation equipment
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter