Associate Investment Advisor (commission only) CIBC Wood Gundy

CIBC; London; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Benefits program

Pension plan

Employee stock purchase plan

Vacation offering

Wellbeing support

Job summary

CIBC is seeking an experienced Investment Advisor to manage and grow a client book within its Wealth Management team in London, Ontario. You will execute investment strategies, coordinate financial planning and leverage COIs to expand the business.

You will collaborate with team members to build IPS, asset allocations, and diversified portfolios, while delivering excellent client service and pursuing growth through referrals and a strong network.

Qualifications

• Must hold a post-secondary degree or diploma and relevant professional credentials.
• Certified financial planning credentials or CIM/ CFP designation pursued or in progress.
• Registered Representative (RR) with CIRO-ID is required or in process.
• Strong problem solving, attention to detail and client-service orientation.
• Experience in wealth management and portfolio construction is preferred.

Responsibilities

• Manage and deepen client relationships through investment and wealth strategies.
• Identify new business opportunities via COIs and referrals from existing books.
• Develop business plans, wealth management objectives and client service plans.
• Build IPS, asset allocation, portfolios, and comprehensive financial plans.
• Drive sales growth through referrals and professional networks.

Skills

Business Development

Client Service

Customer Experience

Financial Advising

Investment Planning

Proposal Writing

Results-Oriented

Education

Post-secondary degree or diploma

Job description

What you’ll be doing

Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and CIBC more broadly. Nurture and manage valuable relationships with Centers of Influence (COIs) and CIBC partners. Identify new business opportunities and acquire referrals from existing book of business and COI partners. Help build and execute business plans, Wealth Management objectives and client service plans Support the IA by identifying and assisting growth of new business opportunities, the achievement of business development, revenue, referral, retention, and compliance targets. Manage a portfolio of clients to retain and grow the relationships. Evaluate client’s personal and investment needs and create an investment policy statement (IPS), asset allocation, investment portfolio, and financial plans. Implement client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Drive new sales results through referrals and professional network.

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 current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have or plan to pursue the Certified Financial Planner (CFP) and/or the Chartered Investment Manager (CIM) designations. You have a post-secondary degree/diploma and preferably 6 years or more of professional experience within the investment industry You have meticulous attention to detail and strong problem solving and analytical skills You have highly developed client service skills 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 live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 [e-mail] 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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.