Client Associate (IR Licensed)
Summary
Client Associate builds client portfolios, provides investment advice, and supports high-net-worth clients under CIBC Wood Gundy’s licensed advisory model.
You will build and grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. You will work closely with Investment Advisors 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.
Responsibilities
- Build and grow client portfolios
- Provide dedicated relationship management
- Deliver trusted investment advice and exceptional client service
- Work closely with Investment Advisors to manage portfolios and develop new business
- Engage with high-net-worth clients
- Uncover business opportunities
- Proactively improve the client experience
Requirements
- Current accreditation and good standing as an Investment Representative (IR) with CIRO-ID
- Registered Representative (RR) licensing is an asset
- 3+ years of brokerage industry experience
- Working knowledge of various quotation equipment
Benefits
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social recognition program