Client Associate (IR Licensed) CIBC Wood Gundy

Focus on each client's experience and connect on a personal level to make every interaction meaningful.,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 and assist in building investment plans based on client profiles, goals, and risk/reward tolerance.,Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.,Grow your network to create lasting connections that will generate future opportunities.,Engagement with the purpose of finding the right solutions.,Go the extra mile because it is the right thing to do.,Motivated by accomplishing goals and delivering your best to make an impact.,Care about people and understand different perspectives.,Listen and learn from the experiences of others.,Notice details that others don’t and use critical thinking skills for decision making.,Live by values of trust, teamwork, and accountability.

Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Financial Services and/or Brokerage industry experience.,Working knowledge of various quotation equipment.,Registered Representative (RR) licensing (an asset).

Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.