Financial Associate (RR Licensed) CIBC Wood Gundy
CIBC•Toronto, ON
•Onsite
About The Position
As a Financial Associate, you will work closely with Investment Advisors at CIBC Wood Gundy 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. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.
Requirements
- Current accreditation and in good standing as a Registered Representative (RR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- A minimum 3-5 years of Brokerage industry experience.
- Working knowledge of various quotation equipment is required.
- Analytical Thinking
- Business Development
- Business Documentation
- Customer Experience (CX)
- Developing Proposals
- Financial Products
- Investment Portfolios
- Marketing Activities
- Transaction Banking
- Work Collaboratively
Responsibilities
- Focus on each client's experience and connect on a personal level to make every interaction meaningful.
- Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships.
- Identify activities, processes, and opportunities to improve the client experience.
- Proactively identify business opportunities for your team.
- Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
- Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
- Grow your network to create lasting connections that will generate future opportunities.
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
