Client Associate (ir Licensed) Cibc Wood Gundy

CIBC

Vancouver, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Client engagement and relationship management
Investment advice and portfolio development
On-site full-time work environment
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 defined benefit pension plan, an employee share purchase plan, and a vacation offering.

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: $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

  • Client engagement and relationship management
  • Investment advice and portfolio development
  • On-site full-time work environment
  • Financial Services industry experience
  • Working knowledge of quotation equipment

Nice-to-have

  • Client-centric approach
  • Driven to succeed and deliver best
  • Engage with heart and mind
  • Attention to detail and critical thinking
  • Values-driven professional

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter