CIBC Wood Gundy
Financial Services
ClientAssociate(IRLicensed)
“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”
What You'll Achieve.
Build and grow Wood Gundy client portfolios; Deepen client relationships; Proactively improve the client experience; Generate future opportunities
Industry & Context.
Critical thinking skills help to inform your decision making
Must be on-site full-time Monday through Friday, Legally eligible to work at the specified location(s), May be asked to complete an attribute-based assessment and other skills tests
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.
Building and growing Wood Gundy client portfolios
Dedicated relationship management
Trusted investment advice
Exceptional client service
Working closely with Investment Advisors to help manage portfolios and develop new business
Directly engaging with high-net-worth clients to offer support
uncover business opportunities
and proactively improve the client experience
How You'll Work.
Team & Collaboration
Work closely with Investment Advisors; Communicate promptly with your team
Communication Scope
Prompt communication
Applying for this Client Associate (IR Licensed) role?
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