обновлено 4 дня назад
Financial Associate (RR Licensed) CIBC Wood Gundy
48 880 - 56 980CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Associate (RR Licensed) CIBC Wood Gundy (Investment Advisory): Supporting Investment Advisors with high-net-worth client portfolios and business development with an accent on client engagement, investment planning, and relationship building. Focus on identifying client opportunities, improving the client experience, and developing investment solutions aligned with risk tolerance and financial goals.
Location: On-site full-time, Monday through Friday, at Hamilton-21 King St. W, Hamilton, Ontario, Canada
Annual base salary: $48,880–$56,980 CAD, plus participation in an annual discretionary incentive or bonus program.
Company
is a relationship-oriented bank focused on helping clients and creating personalized financial solutions.
What you will do
- Work closely with Investment Advisors at Wood Gundy to manage client portfolios and support business development.
- Engage directly with high-net-worth clients, provide ongoing support, and proactively improve the client experience.
- Identify business opportunities and assist with investment plans based on client profiles, goals, and risk/reward tolerance.
- Build client relationships through communication, local events, marketing, and outreach activities.
Requirements
- Current Registered Representative accreditation in good standing with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
- 3–5 years of brokerage industry experience.
- Working knowledge of various quotation equipment.
- Strong client engagement, communication, critical thinking, and relationship-building skills.
- Legal eligibility to work in Canada and, where applicable, a valid work or study permit.
Culture & Benefits
- Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
- Defined benefit pension plan and employee share purchase plan subject to plan terms.
- Vacation offering, wellbeing support, and a social points-based recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible candidate and workplace experience.
Hiring process
- May include an attribute-based assessment and skills tests, such as simulation or French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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