Base: $50,840 to $59,350; 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 benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.
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, benefits program, defined benefit pension plan, employee share purchase plan
Skills & Requirements
Must-have
Investment Representative (IR) accreditation
Financial Services industry experience
Brokerage industry experience
On-site full-time work required
Client engagement and service
Nice-to-have
Driven to succeed
Engage with heart and mind
Values matter to you
Attention to detail
Critical thinking skills
Key Requirements
Certified Investment Representative (IR)
Current accreditation with CIRO-ID
Registered Representative (RR) licensing is an asset