CIBC Wood Gundy

Financial Services

ClientAssociate(IRLicensed)

$49–49k Waterloo, Ontario, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Deepen client relationships; Generate future opportunities

Industry & Context.

Financial Services
Problems you'll solve

Critical thinking

Eligibility Requirements

On-site full-time

What They're Looking For.

Must Have

Investment Representative (IR) accreditation, Financial Services industry experience, Brokerage industry experience, Working knowledge of quotation equipment

What You'll Do.

Manage client portfolios

Engage with high-net-worth clients

Uncover business opportunities

Improve client experience

Identify business opportunities

Support business development activities

Build investment plans

Heighten CIBC brand awareness

Participate in marketing activities

How You'll Work.

Team & Collaboration

Work with Investment Advisors; Communicate 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, 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 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,

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