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. Building and growing Wood Gundy client portfolios. Dedicated relationship management”
Industry & Context.
Critical thinking skills help to inform your decision making
Legally eligible to work at the specified location(s), 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
Nice to Have
Registered Representative (RR) licensing
What You'll Do.
Building and growing Wood Gundy client portfolios
Dedicated relationship management
Trusted investment advice
Exceptional client service
Working closely with Investment Advisors to help manage their portfolios
Developing new business
Directly engaging with high-net-worth clients to offer support
Uncovering business opportunities
Proactively improving the client experience
How You'll Work.
Team & Collaboration
Work closely with Investment Advisors; Communicate promptly with your team
Communication Scope
Communicate promptly
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 member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. 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._ The expected annualized base salary range for this role is $48,880 to $56,980. 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. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. 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 exp
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