Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Wood Gundy

Calgary, Canada
Base: competitive salary; bonus/equity: incentive ...
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.
  • 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 benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

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: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Investment Representative (IR) accreditation
  • Financial Services industry experience
  • Brokerage industry experience
  • Working knowledge of quotation equipment
  • On-site full-time work

Nice-to-have

  • Client-centric approach
  • Proactive business development
  • Relationship building skills
  • Driven to succeed
  • Engage with heart and mind
  • Attention to detail

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Registered Representative (RR) licensing is an asset

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter