Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Capital Markets

Thornhill, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Client portfolio management
Relationship management
Investment advice
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business

Job Summary

  • As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
  • The expected annualized base salary range for this role is $50,840 to $59,350, in addition to participation in an annual discretionary incentive or bonus program.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

Matching Summary

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.

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 portfolio management
  • Relationship management
  • Investment advice
  • Client service
  • High-net-worth clients
  • On-site full-time

Nice-to-have

  • Relationship-oriented bank
  • Engage with heart and mind
  • Values driven
  • Critical thinking skills

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Financial Services/Brokerage experience
  • Working knowledge of quotation equipment
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter