Associate Investment Advisor CIBC Wood Gundy

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking bank as an Associate Investment Advisor, where you will leverage your expertise in wealth management to build strong client relationships and develop tailored investment strategies. This role emphasizes collaboration and mentorship within a dynamic team environment, allowing you to make a meaningful impact on clients' financial futures. With a commitment to diversity and inclusion, the bank offers a supportive workplace that values your growth and ambitions. Embrace this opportunity to thrive in a culture that prioritizes trust, teamwork, and accountability.

Benefits

Competitive compensation

Banking benefits

Pension plans

Share purchase plans

Vacation

Wellbeing support

Recognition programs

Paid day off for personal growth

Qualifications

• Five years of relevant wealth management experience required.
• Must hold Canadian Securities Course (CSC) and other licenses.

Responsibilities

• Engage in marketing and business development activities.
• Develop investment plans and proposals for clients.

Skills

Business Development

Client Service

Customer Experience

Financial Advising

Investment Planning

Proposal Writing

Results-Oriented

Education

Undergraduate degree

Financial Services diploma/certificate

Job description

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 an Associate Investment Advisor, you will join CIBC Wood Gundy and be engaged in marketing and business development activities aimed at asset accumulation by identifying, attracting, and converting prospects into clients. You will deploy assets into suitable financial products based on client risk/reward tolerances, proactively service clients, address investment questions, support portfolio management through research and analysis, lead third-party manager due diligence, and assist in data analysis and investment strategies.

How You’ll Succeed

• Building relationships: Display interpersonal and relationship-building skills to network, prospect, and develop strong, trusting client relationships. Provide mentorship and leadership within the team.
• Investing: Develop investment plans and proposals, analyze trends, and apply insights to client circumstances. Lead strategic investment decisions and focus on portfolio management and business development.
• Collaborating: Participate in seminars and collaborate with team members. Demonstrate effective presentation skills to convey ideas to clients.

Who You Are

• Qualifications: Undergraduate degree or a Financial Services-focused diploma/certificate. Five years of relevant wealth management experience, with at least three years as a Registered Representative, holding Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and RR licensing. Commitment to ongoing learning.
• Licensing: PM licensing required.
• Passion for People: Build trust through respect and authenticity, valuing diversity.
• Ownership Mentality: Thrive when empowered to lead and deliver results.
• Client Focus: Strong relationship skills and problem-solving abilities.
• Education: Related degree or relevant experience and designations.
• Values: Embody trust, teamwork, and accountability.

What CIBC Offers

We prioritize your goals, recognizing your strengths and ambitions, and offer opportunities for growth. Benefits include competitive compensation, banking benefits, pension plans, share purchase plans, vacation, wellbeing support, and recognition programs.

Our workspaces and technology foster collaboration and innovation. We support your development with initiatives like Purpose Day, a paid day off for personal growth.

What You Need to Know

• CIBC is committed to diversity and inclusion. If you require accommodations, contact [e-mail].

• You must be legally eligible to work and possess necessary permits.

• The application process may include assessments and tests to better understand your skills and potential.

Job Details

Location: Toronto - 200 King St. W., 18th

Employment Type: Regular

Weekly Hours: 37.5

Skills: Business Development, Client Service, Customer Experience, Financial Advising, Investment Planning, Proposal Writing, Results-Oriented