What You’ll Be Doing

• Provide best-in-class service and build long‑lasting relationships with high‑net‑worth, self‑directed investing clients.
• Educate clients professionally, explaining relevant trading policies and procedures without influencing their investment decisions.
• Handle trade execution requests, maintain critical accuracy, and execute orders per client instruction in accordance with CIRO regulations and CIBC ISI policies.
• Support a work environment that allows optimal on‑site and remote balance, discussed during the interview.
• Participate in an annual discretionary incentive or bonus program as part of total compensation.

How You’ll Succeed

• Relationship Management

  Build and maintain a book of more than 200 high‑net‑worth households, delivering personalized service and ensuring client inquiries are addressed within established timelines.

• Quality Assurance

  Resol...