Client Associate (ir Licensed) Wood Gundy

CIBC Capital Markets

Mississauga, Ontario, 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 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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and more.

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: 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
  • Working knowledge of quotation equipment
  • Client engagement and experience focus
  • Proactive business development identification

Nice-to-have

  • Engage with heart and mind
  • Driven to succeed and deliver best
  • Success is in the details
  • Values matter and live values
  • Heighten CIBC brand awareness

Key Requirements

  • Current IR accreditation with CIRO-ID
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter