Client Associate

CIBC Capital Markets

London, United Kingdom
Base: $48,880 to $56,980; bonus/equity: annual dis...
On-site
Relationship management
Investment advice
Client service
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

  • 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 we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

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: $48,880 to $56,980; 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

  • Relationship management
  • Investment advice
  • Client service
  • Client engagement
  • Business development

Nice-to-have

  • Personal connection
  • Proactive communication
  • Community brand awareness

Key Requirements

  • Investment Representative (IR) accreditation with CIRO-ID
  • Registered Representative (RR) licensing is an asset
  • Financial Services/Brokerage industry experience
  • Working knowledge of quotation equipment

Work Rights

Not specified

Tailored Resume

Cover Letter