Client Associate Cibc Wood Gundy

CIBC Capital Markets

Toronto, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Relationship management
Investment advice
Client service
Responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • Responsible for building and growing 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 benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

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: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Relationship management
  • Investment advice
  • Client service
  • High-net-worth clients
  • Brokerage industry experience

Nice-to-have

  • Client-centric approach
  • Driven to succeed
  • Engage with heart and mind
  • Values-driven
  • Attention to detail

Key Requirements

  • Registered Representative (RR) licensing with CIRO-ID
  • Minimum 3 years of Brokerage industry experience
  • Working knowledge of quotation equipment

Work Rights

Legally eligible to work in Canada

Tailored Resume

Cover Letter