Client Associate (IR licensed) Wood Gundy
Toronto, ONCIBC World Markets Inc (Canada)
CIBC Wood Gundy needs candidates with a current CIRO-ID Investment Representative licence, financial services or brokerage experience and working knowledge of quotation systems. Strong client focus, attention to detail and analytical judgment are essential.
Client relationship management, Administrative support, Regulatory compliance, Sales, Financial products, Organizational skills
Investment Advisor Assistant, Wood Gundy-Bilingual
Montréal, QCCIBC World Markets Inc (Canada)
Candidates need current CIRO-ID Investment Representative registration in good standing, the CIRO Derivatives licence, and financial services or brokerage experience with working knowledge of quotation systems. Fluency in French and English is required, and a Registered Representative licence is an asset.
Bilingualism, Client relationship management, Administrative support, Regulatory compliance, Financial products, Critical thinking
Financial Planning Specialist-Bilingual
Montréal, QCCIBC World Markets Inc (Canada)
Candidates need experience as a Financial Planning Specialist, a current CFP designation in good standing, and fluency in French and English. An LLQP or STEP designation is an asset.
Financial planning, Bilingualism, Financial analysis, Sales, LLQP, Analytical skills
Financial Associate (RR licensed) CIBC Wood Gundy
Toronto, ONCIBC World Markets Inc (Canada)
3+ ansCandidates need current RR licensing with CIRO-ID, a minimum of 3 to 5 years of brokerage industry experience, and working knowledge of quotation equipment. Strong analytical, organizational and client-service skills are also needed.
quotation equipment
Analyst, Mergers & Acquisitions (Global Investment Banking)
Toronto, ONCIBC World Markets Inc (Canada)
Candidates need prior investment banking or M&A transaction advisory experience, an undergraduate degree in Finance or Engineering, and strong Excel, PowerPoint and Bloomberg/FactSet skills. Valuation and accounting knowledge, attention to detail and strong communication skills are also required.
Excel, PowerPoint, Word, Bloomberg, FactSet
Associate, Mergers & Acquisitions (Global Investment Banking)
Toronto, ONCIBC World Markets Inc (Canada)
Candidates need prior investment banking or M&A advisory experience, an undergraduate degree in Finance or Engineering, and strong valuation and accounting knowledge. Advanced Excel, PowerPoint, Bloomberg and FactSet skills, plus excellent written and oral communication, are also required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bloomberg, FactSet
Financial Planning Advisor
London, ON +1CIBC World Markets Inc (Canada)
5+ ansCandidates need a CPA, CA or CFP designation, a tax background, and at least 5 years of UHNW planning experience. Strong comprehensive financial planning skills and client-first habits are essential.
Financial planning, FEA, Sales, Customer experience