Client Associate (IR Licensed) CIBC Wood Gundy

Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.,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.,Focus on each client's experience and connect on a personal level.,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 the building of investment plans based on the client's profile, 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.

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.