Client Associate Cibc Wood Gundy

CIBC

Toronto, ON, CA
Base: $50,840 to $59,350; bonus: annual discretion...
Current rr licensing with ciro-id
Minimum 3 years brokerage experience
Working knowledge of quotation equipment
The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice

Job Summary

  • The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.
  • Team members are expected to work on-site full-time Monday through Friday in Toronto to engage directly with high-net-worth clients.
  • Compensation includes a base salary range of $50,840 to $59,350 plus participation in an annual discretionary incentive program.

Matching Summary

The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.

Salary

Base: $50,840 to $59,350; Bonus: Annual discretionary incentive program; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Current RR licensing with CIRO-ID
  • Minimum 3 years brokerage experience
  • Working knowledge of quotation equipment

Nice-to-have

  • Proactive client engagement skills
  • Strong critical thinking abilities
  • Community networking capabilities

Key Requirements

  • Registered Representative (RR) license
  • CIRO-ID accreditation in good standing
  • 3+ years Brokerage industry experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter