Client Associate CIBC Wood Gundy
$50,840–$59,350 year
On-siteVancouver, British Columbia, Canada
Job Summary
Manage high net worth client portfolios by directly engaging with investment advisors to support business development and uncover new opportunities. Proactively identify activities to improve the client experience while staying current on domestic and global investment market trends. Build lasting community connections through local events and marketing outreach to heighten brand awareness. Work full-time on-site Monday through Friday with an annualized base salary of $50,840 to $59,350. Requires current Investment Representative (IR) licensing and financial services experience.
Required Qualifications
- You're a certified professional
- current accreditation and good standing as an Investment Representative (IR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- Registered Representative (RR) licensed
- Financial services and/or brokerage industry experience
- working knowledge of various quotation equipment
- You need to be legally eligible to work at the location(s) specified above
- must have a valid work or study permit
Desired Qualifications
- It is an asset if you are Registered Representative (RR) licensed
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