Base: $48,880 to $56,980 annually; bonus: pyrticip...
Investment representative accreditation with ciro-id
Financial services or brokerage industry experience
Working knowledge of quotation equipment
This role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice
Job Summary
This role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.
The position requires working closely with Investment Advisors to manage portfolios, develop new business, and proactively improve the client experience.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a culture that values personal growth and ambition.
Matching Summary
This role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.
Salary
Base: $48,880 to $56,980 annually; Bonus: Participation in annual discretionary incentive program; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan
Skills & Requirements
Must-have
Investment Representative accreditation with CIRO-ID
Financial services or brokerage industry experience
Working knowledge of quotation equipment
Nice-to-have
Proactive client engagement and trust building
Strong critical thinking and attention to detail
Ability to work collaboratively in a team environment
Key Requirements
Current Investment Representative (IR) accreditation with CIRO-ID
Must be legally eligible to work in Canada
Experience in financial services or brokerage industry