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 interaction meaningful; Build trust and deepen client relationships; Heighten CIBC brand awareness; Generate future opportunities
Industry & Context.
Critical thinking skills
Legally eligible to work at the specified 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 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
Improve client experience
Support business development activities
Build investment plans
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, 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 $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. 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 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 opportunities to
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