Associate Investment Advisor CIBC Wood Gundy

CIBC; London; On-site; CAD 60,000 - 80,000; Full time

Job summary

CIBC is looking for an Associate Investment Advisor to build and manage client portfolios at their London branch. This role involves providing trusted investment advice, conducting client service, and actively participating in marketing strategies to attract new clients. Successful candidates will demonstrate strong interpersonal skills, a background in wealth management, and a commitment to client satisfaction.

Benefits

Competitive salary and incentive pay

Banking benefits

Benefits program

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Qualifications

• 5 years relevant business experience in the Wealth Management Industry.
• 3 years or more as a Registered Representative.
• Canadian Securities Course (CSC) and Registered Representative (RR) licensing.

Responsibilities

• Building and growing Wood Gundy client portfolios through dedicated relationship management.
• Deploying assets into suitable financial products based on the client’s risk/reward tolerances.
• Participating in marketing and business development activities.

Skills

Business Development

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Proposal Writing

Results-Oriented

Education

Undergraduate degree from a recognized university or a Financial Services focused 2 year diploma

Job description

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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’re a certified professional. You have an undergraduate degree from a recognized university or a Financial Services focused 2 year diploma or certificate program. You have five years relevant business experience in the Wealth Management Industry with 3 years or more as a Registered Representative, with your Canadian Securities Course (CSC), Conduct and Practices handbook (CHP). Registered Representative (RR) licensing. You understand that it is essential to continue learning and you will not hesitate to enroll in advanced programs and study on your own time.
• 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.
• You are educated. You have a university degree within a related field / Industry related designation and / or relevant experience.
• 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 a competitive salary, incentive pay, banking benefits, a benefits program
• 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 [emailprotected]
• 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 tests (such as simulation, coding, French proficiency, MS Office). 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

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Banking

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