Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Capital Markets

Toronto, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
Investment representative (ir) accreditation
Financial services industry experience
Working knowledge of quotation equipment
Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • Proactively identify business opportunities for your team and support business development activities.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.

Matching Summary

Build and grow 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, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Investment Representative (IR) accreditation
  • Financial services industry experience
  • Working knowledge of quotation equipment
  • Client-focused problem solving
  • On-site full-time work

Nice-to-have

  • Engage with heart and mind
  • Heighten CIBC brand awareness
  • Proactively improve client experience
  • Driven to succeed
  • Attention to detail

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Registered Representative (RR) licensing is an asset
  • Financial Services/Brokerage industry experience

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter