Financial Associate (rr Licensed) Wood Gundy

CIBC Wood Gundy

Thornhill, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
**
Relationship management
Investment advice
Client service
** CIBC Wood Gundy is seeking a Financial Associate in Thornhill, Canada, to manage high-net-worth client portfolios through dedicated relationship management and investment advice. The ideal candidate should have 3-5 years of brokerage experience and be a Registered Representative (RR) in good standing. **

Job Summary

  • You will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

Match Score: 75

** CIBC Wood Gundy is seeking a Financial Associate in Thornhill, Canada, to manage high-net-worth client portfolios through dedicated relationship management and investment advice. The ideal candidate should have 3-5 years of brokerage experience and be a Registered Representative (RR) in good standing. **

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 engagement
  • Business development
  • Relationship building
  • Community engagement
  • Networking

Key Requirements

  • Registered Representative (RR) licensing with CIRO-ID
  • 3-5 years of Brokerage industry experience
  • Working knowledge of quotation equipment

Work Rights

Not specified

Tailored Resume

Cover Letter