Client Associate Cibc Wood Gundy

CIBC

Mississauga, Canada
Base: $50,840 to $59,350; bonus/equity: pyrticipyt...
Relationship management
Investment advice
Client engagement
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.
  • At CIBC, your goals are a priority, and they offer a career rather than just a paycheck with competitive compensation, benefits, and development opportunities.

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: participation in an 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 support
  • On-site full-time work

Nice-to-have

  • Client-centric approach
  • Driven to succeed
  • Empathetic and understanding
  • Detail-oriented critical thinking
  • Values-driven work ethic

Key Requirements

  • Registered Representative (RR) licensing with CIRO-ID
  • Financial Services/Brokerage industry experience
  • Working knowledge of quotation equipment
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter