Client Associate (IR licensed) Wood Gundy
On-siteSaskatoon, Saskatchewan, Canada
EXPIREDSaskatoon, Saskatchewan, CanadaOn-siteFull TimeEntry LevelLicense Or CertificationEnterprise
Full TimeEntry LevelLicense Or CertificationEnterprise
Job Summary
Manage high-net-worth client portfolios by directly engaging with Investment Advisors to uncover business opportunities and proactively improve the client experience. Anticipate client needs, communicate promptly to build trust, and identify activities to enhance service delivery. Proactively identify business development opportunities for the team and assist in building investment plans based on client profiles and risk tolerance. Heighten brand awareness by attending local events and participating in marketing outreach to grow your network. Work full-time on-site Monday through Friday.
Required Qualifications
- You're a certified professional
- You have current accreditation and are 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
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