CIBC Wood Gundy
Financial Services
ClientAssociate(IRLicensed)
“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
Applying for this Client Associate (IR Licensed) role?
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