Financial Associate (rr Licensed) Cibc Wood Gundy

CIBC Wood Gundy

Hamilton, Canada
Base: $48,880 to $56,980; bonus/equity: annual dis...
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Relationship-oriented banking
Trusted investment advice
Exceptional client service
** CIBC Wood Gundy is seeking a Financial Associate (RR Licensed) in Hamilton, Canada, who will play a crucial role in managing high-net-worth client portfolios and enhancing client relationships through exceptional service. The ideal candidate will have a strong background in the brokerage industry, proven client engagement skills, and a commitment to business development. **

Job Summary

  • Build and grow 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, defined benefit pension plan, and an employee share purchase plan.

Matching Summary

Match Score: 75

** CIBC Wood Gundy is seeking a Financial Associate (RR Licensed) in Hamilton, Canada, who will play a crucial role in managing high-net-worth client portfolios and enhancing client relationships through exceptional service. The ideal candidate will have a strong background in the brokerage industry, proven client engagement skills, and a commitment to business development. **

Salary

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

  • Relationship-oriented banking
  • Trusted investment advice
  • Exceptional client service
  • High-net-worth clients
  • Proactive client experience improvement
  • Business development activities

Nice-to-have

  • Embrace strengths and ambitions
  • Meaningful impact
  • Valued for contributions
  • Engage with heart and mind
  • Success in the details

Key Requirements

  • Registered Representative (RR) licensing with CIRO-ID
  • Minimum 3-5 years of Brokerage industry experience
  • Working knowledge of quotation equipment

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter