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Job Location | Toronto |
Education | Not Mentioned |
Salary | Not Mentioned |
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Functional Area | Not Mentioned |
Job Type | Permanent |
WE ARE NOW HIRING AN EXCEPTIONALLY DRIVEN CANDIDATE for Client Associate Role at CIBC Private Wealth Management. This is an excellent opportunity to be part of a highly successful, Niche Wealth Management Practice and be part of exponential growth.Qualities that our team is looking for in the ideal candidate:1). Client Focus2). Quick Learning Ability3). Results Driven4). Marketing and Optimizing Social Media5). Strong Understanding and Interest in Financial MarketsAbout Our PracticeFor over 23 years, we have established a successful Wealth Management Practice, Mehra Wealth Management Group, using options as defensive risk management tools for managing client portfolios.* We actively use Covered Call Writing and Writing Secured Puts to generate additional income stream over and above dividends generated, from top blue chip stocks. We seldom pay full price for any stock! We track daily option gains and the cost reduction through the premium collected by selling calls/puts. *The practice is discretionary and fee-based, with no costs for individual trades and no trade count restriction. *All of our trades are in blocks, whether working with stocks, options and foreign exchange. We avoid investing in any third party products. *Our team regularly presents complementary seminars at the Bay Street Branch on several financial topics including Covered Call Writing, Put Selling, Canadian Stock Market, Portfolio Protection Strategies, Taxation, Retirement, Financial Planning, Wills and Estate Planning and Saving for Retirement. *We have been working closely with the Montreal Exchange since 2005, in educating Portfolio Managers and retail investors on using options as a defensive tool in managing Wealth.*In May 2019, our team won the 2019 Award asquot;Best Active Manager in Exchange Traded Derivatives quot;, sponsored by Montreal Exchange. In 2020, we again won the silver award.Ideal candidate should have at least the basic industry requirements (CSC, CPH) and is driven for success. Full Service Brokerage Experience is a BIG PLUSPlease contact Avin Mehra (416 369 7971), Ankit Mehra (416 369 7674) or email avin.mehra@cibc.ca