Overview

As a member of CIBC Wood Gundy, you will be responsible for building and growing client portfolios through relationship management, trusted investment advice, and exceptional client service.

Responsibilities

• Maintain compliance standards when dealing with clients or handling client files.
• Perform administrative duties and participate in processes related to Investment Advisor and team support.
• Assist in the development of investment plans and written proposals for current and prospective clients.
• Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.
• 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 act...