Base: $48,880 to $53,870; bonus/equity: not specif...
On-site
Relationship building and networking skills
Client engagement and needs anticipation
Business development and opportunity identification
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.
Success in this role requires outstanding networking abilities, a proactive approach to relationship-building, and a high standard of professionalism, regulatory awareness, and dedication to client success.
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
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: $48,880 to $53,870; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Relationship building and networking skills
Client engagement and needs anticipation
Business development and opportunity identification
Marketing initiatives and referral networks
High-net-worth client support
Nice-to-have
Entrepreneurial spirit and community involvement
Proactive approach to relationship building
High standard of professionalism
Eagerness to grow investment advisory skills
Key Requirements
Fluent in English, Mandarin and Cantonese
Financial Services and/or Brokerage industry experience