Client Associate (ir Licensed) Cibc Wood Gundy

CIBC

Winnipeg, MB, Canada
Base: competitive salary; bonus/equity: incentive ...
Investment representative (ir) accreditation
Financial services industry experience
Brokerage industry experience
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.
  • 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

Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Investment Representative (IR) accreditation
  • Financial Services industry experience
  • Brokerage industry experience
  • Working knowledge of quotation equipment
  • On-site full-time work

Nice-to-have

  • Relationship-oriented
  • Driven to succeed
  • Engage with heart and mind
  • Values driven
  • Attention to detail

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Good standing with CIRO-ID
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter