Client Associate (RR Licensed) CIBC Wood Gundy
Description
This role at CIBC Wood Gundy involves building and growing client portfolios through dedicated relationship management, investment advice, and exceptional client service. The Client Associate will collaborate with Investment Advisors to manage portfolios, develop new business, and directly engage high-net-worth clients to enhance their experience.
What We're Looking For
To succeed in this role, you will need to focus on client engagement by anticipating their needs, communicating promptly, and improving client experience. You will also be responsible for business development, identifying opportunities, and assisting Investment Advisors in creating investment plans. Additionally, building relationships within the community by attending local events and participating in marketing activities is crucial to heighten the CIBC brand and generate future opportunities.
Ideal Candidate
Current accreditation as a Registered Representative (RR) licensed with the Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) and in good standing. A minimum of 3 years of experience in the brokerage industry and working knowledge of various quotation equipment are required.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, Monday through Friday
Benefits
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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