Client Associate (ir Licensed) Cibc Wood Gundy

CIBC

Sarnia, Canada
Base: $48,880 to $56,980; bonus/equity: annual dis...
Investment representative (ir) accreditation
Financial services industry experience
Brokerage industry experience
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.
  • Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and opportunities for career growth.

Matching Summary

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

Salary

Base: $48,880 to $56,980; 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

  • Investment Representative (IR) accreditation
  • Financial Services industry experience
  • Brokerage industry experience
  • Working knowledge of quotation equipment
  • Full-time on-site work

Nice-to-have

  • Client-centric approach
  • Driven to succeed
  • Engage with heart and mind
  • Attention to detail
  • Values-driven work ethic

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter