Client Associate (IR licensed) Wood Gundy

Location: On-site full-time Monday through Friday in Oshawa, Ontario, Canada, at 2 Simcoe St., 2nd Floor.

Annual base salary: $51,500–$60,200 CAD, plus eligibility for an annual discretionary incentive or bonus program.

Company

CIBC is a relationship-oriented bank providing banking and investment services for clients.

What you will do

• Support Investment Advisors in managing investment portfolios and serving high-net-worth clients.
• Engage clients, anticipate their needs, respond promptly, and improve the client experience.
• Maintain compliance standards in client dealings and files while performing administrative activities for Investment Advisors and their teams.
• Assist with investment plans, written proposals, marketing, business development, and directing assets toward suitable financial products based on client risk-reward tolerances and demographic profiles.
• Build relationships through local events, marketing, outreach activities, and collaboration with the team.

Requirements

• Current accreditation and good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
• Financial services and/or brokerage industry experience and working knowledge of various quotation equipment.
• Client-focused approach, strong communication, relationship-building, and collaboration skills.
• Motivation to achieve goals, critical thinking, attention to detail, and the ability to identify business opportunities.
• Legally eligible to work at the specified location; a valid work or study permit is required where applicable.

Nice to have

• Registered Representative (RR) licensing.

Culture & Benefits

• Regular employment with a 37.5-hour work week and a full-time on-site schedule.
• Competitive salary, incentive pay, banking benefits, and a benefits program, subject to plan and program terms.
• Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support, subject to applicable terms.
• Employee recognition through the MomentMakers social, points-based program.
• Purpose Day provides a paid day off for personal growth and development.
• Inclusive workplace with accessibility support and opportunities for career development.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulations, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.