Client Associate, IR Licensed, CIBC Wood Gundy
Description
As a member of CIBC Wood Gundy, you will be responsible for creating and growing client portfolios through specialized relationship management, reliable investment advice, and exceptional customer service. You will work closely with CIBC Wood Gundy Investment Advisors to manage portfolios, establish new business relationships, and directly support high-net-worth clients to proactively enhance their experience.
What We're Looking For
Prioritize the client experience, building personal rapport for meaningful interactions.,Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships.,Identify activities, processes, and opportunities to improve the client experience.,Proactively identify business opportunities for your team.,Work closely with Investment Advisors to support business development activities.,Contribute to the creation of investment plans based on client profiles, objectives, and risk/return tolerance.,Promote the CIBC brand in your community by participating in local activities, marketing, and outreach.,Expand your network to create lasting connections for future opportunities.
Ideal Candidate
Up-to-date and in good standing as an Investment Representative (IR) for the Canadian Investment Regulatory Organization (CIRO-IP) investment dealer license.,Registered Representative (RR) designation is an asset.,Experience in the financial services or brokerage industry.,Practical knowledge of various pricing instruments.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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