CIBC Wood Gundy

FinancialAssociate(RRLicensed)

$51–51k Toronto, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Financial Associate (RR Licensed) at CIBC Wood Gundy. Skills: Client Engagement, Business Development, Relationship Building. work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience”

What You'll Achieve.

make every interaction meaningful; build trust and deepen client relationships; improve the client experience; support business development activities; generate future opportunities

Industry & Context.

Problems you'll solve

critical thinking skills help to inform your decision making

Eligibility Requirements

on-site full-time Monday through Friday

What They're Looking For.

Must Have

Current accreditation and in good standing as a Registered Representative (RR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), 3-5 years of Brokerage industry experience, working knowledge of various quotation equipment

What You'll Do.

work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business

directly engage with high-net-worth clients to offer support

uncover business opportunities

and proactively improve the client experience

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

and opportunities to improve the client experience

Proactively identify business opportunities for your team

Work closely with Investment Advisors to support business development activities

assist in the building of investment plans based on the client’s profile

and risk/reward tolerance

Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities

Grow your network to create lasting connections that will generate future opportunities

How You'll Work.

Team & Collaboration

communicate promptly with your team to build trust and deepen client relationships; Work closely with Investment Advisors to support business development activities

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 Financial 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 $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 activitie

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