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”
Industry & Context.
Critical thinking skills
On-site full-time Monday through Friday, Legally eligible to work at the location, May be asked to complete an attribute-based assessment and other skills test
What They're Looking For.
Must Have
Investment Representative (IR) accreditation, 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
Uncover business opportunities
Improve client experience
Build investment plans
Participate in marketing activities
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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