CIBC Wood Gundy
FinancialAssociate(RRLicensed)
“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.
critical thinking skills help to inform your decision making
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
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