Client Associate (ir Licensed) Wood Gundy

CIBC Capital Markets

Mississauga, ON, Canada
Base: $50,840 to $59,350; bonus/equity: pyrticipyt...
Client engagement and support
Investment portfolio management
Business development activities
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business

Job Summary

  • As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
  • 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 they aspire to give you a career, rather than just a paycheck, with a competitive salary, incentive pay, and comprehensive benefits.

Matching Summary

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.

Salary

Base: $50,840 to $59,350; Bonus/Equity: Participation in 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 engagement and support
  • Investment portfolio management
  • Business development activities
  • High-net-worth client interaction
  • On-site full-time work

Nice-to-have

  • Relationship building and networking
  • Proactive client experience improvement
  • Engage with heart and mind
  • Attention to detail and critical thinking

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter