About this role
Client Associate (IR licensed) CIBC Wood Gundy at Cibc. Location: Toronto, Ontario, Canada. Role: managing portfolios, engaging clients, supporting advisors Requirements: CIRO-ID investment representative in good standing, brokerage/financial-services experience, strong client engagement and business development skills, proficiency with Salesforce, Microsoft Excel, and Power BI, legally eligible to work in Canada. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Excel, Power BI Certifications: investment representative (ir), ciro-id Commitment: Full Time Workplace: Onsite Languages: English