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CIBC Wood Gundy

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Enduring relationships. Trusted advice. | Des relations durables. Des conseils fiables.

Financial Services
1,001–5,000 people

About

CIBC Private Wealth Wood Gundy brings together the strength of a leading wealth advisory brand and a deeply personal, relationship-driven approach. It gives advisors the platform to build and sustain a distinctive practice, drawing on specialized expertise, innovative capabilities and a collaborative culture centered on client needs. For clients, it reflects a commitment to trusted advice and tailored wealth solutions, delivered through enduring relationships built on service excellence, integrity and care. ________________________________________________________________________________________________________ Gestion privée CIBC Wood Gundy réunit la force d’une marque de services consultatifs de gestion de patrimoine de premier plan et une approche profondément personnelle axée sur les relations. Elle donne aux conseillers la plateforme nécessaire pour établir et maintenir une pratique distinctive, en tirant parti d’une expertise spécialisée, de capacités novatrices et d’une culture de collaboration axée sur les besoins des clients. Pour les clients, cela reflète un engagement à l’égard de conseils fiables et de solutions de gestion de patrimoine personnalisées, offerts au moyen de relations durables fondées sur l’excellence du service, l’intégrité et l’attention.

Open positions

Associate Investment Advisor

On-site · London

Manage and grow a portfolio of client relationships by assessing investment and financial planning needs, developing investment policies and portfolios, and monitoring performance. Support business development and client retention through referrals, COI relationships, team collaboration, and delivery of business and compliance objectives.