Client Associate (ir Licensed) Cibc Wood Gundy

CIBC

Barrie, ON, CA
Base: $48,880 to $56,980 annually; bonus: annual d...
Investment representative (ir) accreditation with ciro-id
High-net-worth client relationship management
Business development and investment plan support
The role involves working closely with Investment Advisors to manage portfolios and develop new business for high-net-worth clients

Job Summary

  • The role involves working closely with Investment Advisors to manage portfolios and develop new business for high-net-worth clients.
  • Employees are expected to proactively identify business opportunities and improve the overall client experience through personal engagement.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for growth called Purpose Day.

Matching Summary

The role involves working closely with Investment Advisors to manage portfolios and develop new business for high-net-worth clients.

Salary

Base: $48,880 to $56,980 annually; Bonus: Annual discretionary incentive program; Benefits: Banking benefits, pension plan, share purchase plan

Skills & Requirements

Must-have

  • Investment Representative (IR) accreditation with CIRO-ID
  • High-net-worth client relationship management
  • Business development and investment plan support

Nice-to-have

  • Registered Representative (RR) licensing
  • Experience with quotation equipment
  • Community marketing and outreach activities

Key Requirements

  • Current IR accreditation in good standing 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