About this role
Role Overview
- responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service
- work closely with Investment Advisors to help manage portfolios and develop new business
- directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience
- enable the work environment most optimal for you to thrive in your role
Requirements
- current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization
- Investment Dealer (CIRO-ID)
- Registered Representative (RR) licensing is an asset
- Financial Services and/or Brokerage industry experience
- working knowledge of various quotation equipment
- Fluent in French and English
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