Client Associate Wood Gundy - Sidney
Only for registered members Sidney, Canada
1 month ago
+Job summary
CIBC's Wood Gundy team is the full-service brokerage division of CIBC serving our high-net-worth clientele.
+Responsibilities
CIBC's Wood Gundy team is the full-service brokerage division of CIBC serving our high-net-worth clientele.
+Responsibilities
- Maintain compliance standards in client dealings/client files.
- Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.
Job description
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