Client Associate, Wood Gundy

CIBC

Halifax, Canada
Base: not specified; bonus/equity: incentive pyy; ...
Fully remote
Dedicated relationship management
Trusted investment advice
Exceptional client service
As a Client Associate at CIBC Wood Gundy, you will build and grow client portfolios through relationship management, investment advice, and exceptional service

Job Summary

  • As a Client Associate at CIBC Wood Gundy, you will build and grow client portfolios through relationship management, investment advice, and exceptional service.
  • CIBC offers a competitive salary, incentive pay, benefits program, pension plan, employee share purchase plan, vacation, wellbeing support, and a social recognition program.
  • CIBC is committed to creating an inclusive environment and provides accommodations to ensure all team members and clients feel like they belong.

Matching Summary

As a Client Associate at CIBC Wood Gundy, you will build and grow client portfolios through relationship management, investment advice, and exceptional service.

Salary

Base: Not specified; Bonus/Equity: Incentive pay; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support

Skills & Requirements

Must-have

  • Dedicated relationship management
  • Trusted investment advice
  • Exceptional client service
  • Business development support
  • Client portfolio management
  • Financial products knowledge
  • Work collaboratively

Nice-to-have

  • Community brand awareness
  • Marketing and outreach activities
  • Critical thinking skills
  • Client experience improvement
  • Engage with heart and mind
  • Teamwork and accountability

Key Requirements

  • Investment Representative (IR) accreditation with CIRO-ID
  • Registered Representative (RR) licensing is an asset
  • Financial Services or Brokerage industry experience
  • Working knowledge of quotation equipment
  • Legal eligibility to work in Canada

Work Rights

Legal eligibility to work in Canada required

Tailored Resume

Cover Letter