Financial Associate (rr Licensed) Cibc Wood Gundy

CIBC Capital Markets

Hamilton, Canada
Base: $48,880 to $56,980; bonus/equity: pyrticipyt...
On-site
Relationship management
Investment advice
Client service
CIBC Capital Markets is seeking a Financial Associate with RR licensure for their Hamilton, Canada location. The role involves managing high-net-worth client portfolios through relationship management, investment advice, and business development

Job Summary

  • As a member of CIBC Wood Gundy, 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.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Financial Associate with RR licensure for their Hamilton, Canada location. The role involves managing high-net-worth client portfolios through relationship management, investment advice, and business development.

Salary

Base: $48,880 to $56,980; Bonus/Equity: participation in an annual discretionary incentive or bonus program; Benefits: banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • relationship management
  • investment advice
  • client service
  • high-net-worth clients
  • client engagement
  • business development

Nice-to-have

  • modern world banking
  • meaningful impact
  • valued for contributions
  • personal level connection
  • heighten brand awareness

Key Requirements

  • Registered Representative (RR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
  • Minimum 3-5 years of Brokerage industry experience
  • Working knowledge of various quotation equipment

Work Rights

Not specified

Tailored Resume

Cover Letter