CIBC Wood Gundy
Financial Services
ClientAssociate(IRLicensed)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Associate (IR Licensed) at CIBC Wood Gundy. Skills: Client Engagement, Business Development, Relationship Building. Manage client portfolios. Develop new business”
What You'll Achieve.
Make every client interaction meaningful; Anticipate client needs; Generate future opportunities through network connections
Industry & Context.
Critical thinking
On-site full-time Monday through Friday, 18-month contract position, Potential to become a permanent full-time opportunity, May be asked to complete an attribute-based assessment and other skills test
What They're Looking For.
Must Have
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
What You'll Do.
Manage client portfolios
Engage with high-net-worth clients
Offer support to clients
Uncover business opportunities
Proactively improve client experience
Build trust and deepen client relationships
and opportunities to improve the client experience
Support business development activities
Assist in building investment plans based on client profile
and risk/reward tolerance
Heighten CIBC brand awareness in the community
Participate in marketing and outreach activities
Grow network to create lasting connections
How You'll Work.
Team & Collaboration
Work closely with Investment Advisors; Communicate promptly with your team
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday._ This is an 18-month contract position which has the potential to become a permanent full-time opportunity. The expected annualized base salary range for this role is $50,840 to $59,350. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process. **How you’ll succeed** * **Client Engagement -** 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 opportun
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