Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Wood Gundy

Vancouver, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
On-site
Relationship-oriented banking
Client portfolio growth
Investment advice
Build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service

Job Summary

  • Build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.
  • Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
  • CIBC offers a career with competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.

Matching Summary

Build and grow 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

  • Relationship-oriented banking
  • Client portfolio growth
  • Investment advice
  • High-net-worth client engagement
  • Financial services industry experience

Nice-to-have

  • Personalized client connections
  • Proactive client experience improvement
  • Community brand awareness
  • Networking for future opportunities

Key Requirements

  • Current IR accreditation with CIRO-ID
  • Financial Services and/or Brokerage industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter