Client Associate (IR Licensed) CIBC Wood Gundy
Description
As a Client Associate at CIBC Wood Gundy, you will collaborate with Investment Advisors to manage client portfolios and foster new business. Your role involves direct engagement with high-net-worth clients to offer support, identify business opportunities, and enhance their overall experience. This position requires full-time, on-site work from Monday to Friday.
What We're Looking For
Work closely with Investment Advisors to manage portfolios and develop new business.,Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.,Responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
Ideal Candidate
Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Registered Representative (RR) licensing is an asset.,Financial Services and/or Brokerage industry experience.,Working knowledge of various quotation equipment.
Minimum Education
Professional Accreditation (IR License)
Hard Skills
Soft Skills
Work Hours
Monday - Friday, full-time
Benefits
Also Available At
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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