Client Associate

CIBC

Burlington, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Client relationship management
Investment advice
Exceptional client service
As a Client Associate, 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 Client Associate, 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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

As a Client Associate, you will be 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, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Client relationship management
  • Investment advice
  • Exceptional client service
  • On-site full-time
  • Financial Services industry experience

Nice-to-have

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

Key Requirements

  • Investment Representative (IR) accreditation with CIRO-ID
  • Registered Representative (RR) licensing (asset)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter