Financial Associate (rr Licensed) Wood Gundy

CIBC Capital Markets

Thornhill, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Relationship management
Investment advice
Client engagement
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

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.
  • At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

Matching 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.

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, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Relationship management
  • Investment advice
  • Client engagement
  • Business development
  • Client portfolios
  • High-net-worth clients

Nice-to-have

  • Client experience focus
  • Personal connection
  • Proactive communication
  • Brand awareness
  • Network building
  • Critical thinking skills

Key Requirements

  • Registered Representative (RR) licensing
  • 3-5 years Brokerage industry experience
  • Working knowledge of quotation equipment
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter