Associate Investment Advisor CIBC Wood Gundy (Commission only)

Job summary

You will be responsible for building and growing client portfolios through dedicated relationship management and the provision of trusted investment advice. Additionally, you will engage in marketing and business development activities to identify, attract, and convert prospects into clients.

Job details

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you’ll be doing As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged in all marketing and business development activities which are designed to facilitate the accumulation of assets, by identifying, attracting, and converting prospects into clients of the Team. You will proactively service clients and address investment-related questions. You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals, deploying assets into suitable financial products based on the client’s risk and reward tolerances and demographic profile. At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview. How you’ll succeed Building relationships - Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships. Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances. Collaborating - Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients Who you are You have a post secondary degree/diploma and 4+ years of relevant experience in the brokerage space. You’re a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You act like an owner. You thrive when you're empowered to take the lead, go beyond, and deliver results. You put our clients first. You have strong relationship building skills and can problem solve client needs efficiently and effectively. Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location London-255 Queens, 2200 Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, Results-Oriented

What you’ll do

You will be responsible for building and growing client portfolios through dedicated relationship management and the provision of trusted investment advice. Additionally, you will engage in marketing and business development activities to identify, attract, and convert prospects into clients.

Requirements

Candidates must hold a post-secondary degree or diploma and possess at least 4 years of relevant experience in the brokerage industry. You are also required to maintain current accreditation as a Registered Representative with the Canadian Investment Regulatory Organization.

Benefits

• Competitive compensation
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers recognition program
• Purpose Day

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Asset Management · Preferred
• Risk Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business development
• Client service
• Financial advising
• Investment planning
• Proposal writing
• Relationship management
• Networking
• Prospecting
• Presentation skills
• Problem solving
• Asset management
• Risk management
• Financial Advising
• Relationship Management
• Accountability
• Sales Prospecting
• Planning
• Artificial Intelligence
• Business Development
• Brokerage
• Investments
• Customer Service
• Financial Services
• French Language
• Marketing
• Innovation
• Presentations
• Proposal Writing
• Registered Representative (Securities)
• Relationship Building
• Teamwork

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Investment Advisor Associate
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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