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.
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 aspire to give you a career, rather than just a paycheck.
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.
Skills & Requirements
Must-have
Client relationship management
Investment advice
Exceptional client service
High-net-worth clients
Financial Services industry experience
Working knowledge of quotation equipment
Nice-to-have
Relationship-oriented bank
Embrace your strengths and ambitions
Engage with your heart and mind
Success is in the details
Values matter to you
Cultivate a culture of innovation
Key Requirements
Certified Investment Representative (IR) with CIRO-ID
Registered Representative (RR) licensing is an asset