Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Wood Gundy

Vancouver, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Investment representative (ir) accreditation
Financial services industry experience
Brokerage industry experience
As a Client Associate, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • As a Client Associate, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • The expected annualized base salary range for this role is $50,840 to $59,350, in addition to participation in an annual discretionary incentive or bonus program.
  • 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

As a Client Associate, you will be responsible for building and growing 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
  • Quotation equipment knowledge
  • On-site full-time 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
  • Registered Representative (RR) licensing is an asset
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter