Client Associate- Wood Gundy

CIBC

Charlottetown, Canada
Base: $48,880 to $54,590; bonus/equity: pyrticipyt...
Fully remote
Investment representative (ir) accreditation
Financial services industry experience
Working knowledge of quotation equipment
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, defined benefit pension plan, employee share purchase plan, 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: $48,880 to $54,590; Bonus/Equity: Participation in annual discretionary incentive or bonus program; 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
  • Working knowledge of quotation equipment
  • Client engagement and relationship building
  • Business development support

Nice-to-have

  • Client-centric approach
  • Driven to succeed
  • Empathetic and detail-oriented
  • Community brand awareness
  • Proactive client support

Key Requirements

  • Current accreditation as Investment Representative (IR) with CIRO-ID
  • Financial Services and/or Brokerage industry experience
  • Working knowledge of quotation equipment
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter