Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Wood Gundy

Ottawa, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Client portfolio management
Investment advice
Exceptional client service
Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • 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, and opportunities for career growth.

Matching Summary

Build and grow 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

  • Client portfolio management
  • Investment advice
  • Exceptional client service
  • High-net-worth client engagement
  • Financial Services industry experience
  • Quotation equipment knowledge

Nice-to-have

  • Relationship-oriented banking
  • Personalized client connections
  • Proactive business development
  • Community brand awareness
  • Critical thinking skills
  • Values-driven work ethic

Key Requirements

  • Canadian Securities Course (CSC) accreditation
  • Conduct & Practice Handbook (CPH) accreditation
  • Investment Representative (IR) licensing
  • Registered Representative (RR) licensing (asset)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter