Client Associate, Wood Gundy

CIBC Capital Markets

Halifax, Canada
Competitive salary; incentive pyy; banking benefit...
Fully remote
Investment representative accreditation with ciro-id
High-net-worth client engagement experience
Portfolio management and investment planning
The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice

Job Summary

  • The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.
  • Candidates will work closely with Investment Advisors to uncover business opportunities and proactively improve the client experience.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • Investment Representative accreditation with CIRO-ID
  • High-net-worth client engagement experience
  • Portfolio management and investment planning

Nice-to-have

  • Registered Representative licensing asset
  • Local community event participation
  • Strong critical thinking and attention to detail

Key Requirements

  • Current Investment Representative (IR) accreditation with CIRO-ID
  • Financial services or brokerage industry experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter