Associate Investment Advisor, Wood Gundy

CIBC World Markets Inc (Canada); Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

CIBC Wood Gundy seeks an Associate Investment Advisor to build and grow client portfolios through trusted advice and service. You will deploy assets across equities, fixed income, ETFs and funds, tailoring portfolios to client risk tolerance.

You will engage in marketing and business development, prepare investment plans, and deliver research-driven insights with clear client communications. A post-secondary degree and CIRO-ID RR are essential.

Qualifications

• Licensed as RR with CIRO-ID.
• Active pursuit or possession of CFP and/or CIM preferred.
• Post-secondary degree or diploma and industry experience preferred.

Responsibilities

• Build and grow Wood Gundy client portfolios through relationship management and trusted investment advice.
• Deploy assets into suitable financial products based on client risk/reward tolerances.
• Conduct research and provide investment plans, portfolio recommendations and written proposals.
• Deliver analytics on client outcomes and translate findings into actionable insights.
• Collaborate with team members for seminars, meetings, and prospecting activities.

Skills

CIRO-ID RR

Relationships

Investment Knowledge

Analytical skills

Communication

Financial Planning

Product Knowledge

Education

Post-secondary degree or diploma

Tools

Excel

PowerPoint

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 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. At CIBC, we seek individuals who value innovation, collaboration, and client service.

How you’ll succeed

• Build trusted client relationships — Demonstrate strong interpersonal, networking, and relationship-management skills to develop meaningful connections with clients and prospects.
• Build credibility through thoughtful advice, responsiveness, and a high standard of client service.
• Deliver research-driven investment insights — Prepare investment plans, portfolio recommendations, and written proposals for prospects and clients. Conduct rigorous research and analysis across equities, fixed income, ETFs, mutual funds, and external investment managers, applying market trends and due diligence findings to client portfolios and individualized investment strategies.
• Apply analytics to client outcomes — Interpret financial, market, and portfolio data to identify opportunities, assess risk, and support evidence-based recommendations. Translate complex research and analytical findings into clear, actionable insights tailored to each client’s objectives.
• Leverage advanced technology — Use AI-enabled research platforms, digital tools, and data infrastructure to enhance investment analysis, improve workflow efficiency, and elevate the client experience. Demonstrate strong proficiency in Excel, PowerPoint, and other technology tools used in portfolio analysis, reporting, and client reviews.
• Collaborate and communicate effectively — Partner with team members to support seminars, client meetings, and prospecting activities. Present market perspectives, investment insights, and strategic recommendations with clarity and confidence, adapting both factual and conceptual information for a client audience.

Who you are

• You’re a certified professional — You hold current accreditation and are in good standing as a Registered Representative (RR) with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
• You are committed to professional growth — You have obtained, or are actively pursuing, the Certified Financial Planner (CFP) and/or Chartered Investment Manager (CIM) designation.
• You bring relevant industry experience — You have a post-secondary degree or diploma and preferably 6+ years of experience in the investment industry.
• You are analytical and detail-oriented — You bring strong research capabilities, sound judgment, and meticulous attention to detail.
• You are comfortable evaluating investment products, interpreting market developments, and applying data-driven thinking to portfolio and client decisions.
• You are client-focused — You have highly developed client service and relationship-management skills, with the ability to anticipate needs, solve problems efficiently, and deliver a consistently high-quality client experience.
• You are technologically advanced — You are proficient in Excel and PowerPoint and comfortable using advanced digital tools, data platforms, and AI-enabled technologies to support research, portfolio reviews, and client communications.
• You are an excellent communicator — You have strong written and verbal communication skills and can prepare polished client materials, investment commentary, and review presentations with professionalism and precision.
• You’re passionate about people — You build trust through authenticity, respect, and strong relationships, and you maintain a diverse network of clients, colleagues, and partners.
• You act like an owner — You take initiative, think proactively, and deliver results with accountability and professionalism.
• You are a team player — You work collaboratively to communicate market views, investment insights, and portfolio strategy to clients and prospects, while contributing to the broader success of the team.
• You live your values — You bring integrity, high standards, and genuine care to your work and relationships, and you want to grow with an organization that shares those values.

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

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. At CIBC, we are 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.