Found Description
We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
What You’ll Be Doing
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. You will deploy assets into suitable financial products based on the client’s risk‑reward tolerances. You will be engaged in marketing and business development activities designed to facilitate asset accumulation by identifying, attracting, and converting prospects into clients of the Team. You will proactively service clients, address investment‑related questions, and make decisions on moderately complex issues that contribute to the client experience in achieving their goals.
How You’ll Succeed
- Building relationships – Display high levels of inte...