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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and investment advice, with a strong focus on client service and business development within the financial services industry. Proficient in building client portfolios and enhancing the client experience while effectively communicating client needs.
Highest-signal resume keywords
Investment Representative AccreditationFinancial Services ExperienceClient Relationship ManagementBilingual in French and EnglishBusiness Development Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementInvestment PlanningRisk AssessmentQuotation Equipment KnowledgeClient Needs Analysis
Soft Skills
Communication SkillsNetworking SkillsClient Service OrientationProactive Problem Solving
Certifications & Qualifications
Investment Representative (IR)Registered Representative (RR)
Industry Keywords
Brokerage IndustryHigh-Net-Worth ClientsCommunity Brand AwarenessLocal Events MarketingClient Experience Improvement
About the role
Key responsibilities & impact- Build and grow Wood Gundy client portfolios through relationship management, investment advice, and client service
- Work closely with Investment Advisors to help manage portfolios and develop new business
- Engage directly with high-net-worth clients to provide support and uncover business opportunities
- Proactively improve the client experience and communicate client needs to the team
- Support business development activities and assist in building investment plans based on client profiles, goals, and risk/reward tolerance
- Build community brand awareness through local events, marketing, and outreach activities
- Grow professional networks to generate future opportunities
Requirements
What you’ll need- Current accreditation and 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 required
- Working knowledge of various quotation equipment required
- Fluent in French and English
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- May be required to complete attribute-based assessments, skills tests, simulations, coding tests, or French proficiency tests
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day dedicated to growth and development
- Accessible candidate experience and accommodation support