Investment Advisor Associate 10 Month Contract (Mandarin & Cantonese speaking)

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated Investment Advisor Associate to join their team. In this role, you'll focus on building strong client relationships and identifying new business opportunities within a dynamic environment. Your ability to communicate effectively in English, Mandarin, and Cantonese will be essential in serving a diverse client base. This is a fantastic opportunity to develop your investment advisory skills while working closely with experienced Investment Advisors. If you're passionate about client success and eager to make a significant impact, this role is perfect for you.

Benefits

Competitive compensation

Banking benefits

Wellbeing support

Employee assistance programs

Social recognition program

Qualifications

• You are a certified professional willing to complete required licensing.
• Fluency in English, Mandarin, and Cantonese is essential.

Responsibilities

• Build and grow client portfolios through relationship management.
• Identify business opportunities and support investment planning.

Skills

Client Base

Client Relationship Building

Communication

Investments

Relationship Management

Sales

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Investment Representative (IR) Licensing

Job description

Investment Advisor Associate 10 Month Contract (Mandarin & Cantonese speaking) page is loaded

Investment Advisor Associate 10 Month Contract (Mandarin & Cantonese speaking)

Apply locations Toronto, ON time type Full time posted on Posted Yesterday time left to apply End Date: May 14, 2025 (13 days left to apply) job requisition id 2510083

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

This role supports the Investment Advisor (IA) in growing the business by identifying and cultivating new client opportunities, with a strong focus on developing relationships within CIBC’s retail banking network to uncover potential Wood Gundy clients. As a licensed Investment Representative (IR), the role uses investment knowledge and client discovery skills to help align financial solutions with clients’ risk/reward profiles, as determined by the IA. While the role includes some client servicing responsibilities, its primary focus is on business development, marketing initiatives, and building strong internal and external referral networks. Success in this role requires excellent networking skills, a proactive approach to relationship-building, and a high level of professionalism, regulatory awareness, and commitment to client success—all contributing to the growth and performance of the advisory team.

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 a Financial Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

How you’ll succeed

• Strong relationship building and networking skills - To build connections, generate opportunities and deliver bottom line results. This role is ideal for an emerging Investment Professional who has a strong drive to succeed You have a strong entrepreneurial spirit, are actively involved in our community, and possess the networking skills to build long-term advisory relationships. You enjoy networking and attending various social events to build and maintain quality relationships.

• Client Engagement - Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience while keeping detailed records in CRM software. You know your strengths and can anticipate both the needs of our clients as well as the team. Responsible for coordinating our exceptional Onboarding Experience which includes a series of well-defined steps that happens from the moment we are introduced to a potential client to the point they are fully engaged as a new client.

• Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.

• Relationship Building - You thrive in a dynamic, fast paced professional work environment, and work effectively both independently and as part of the team. Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

• Career Development - You are eager to grow your Investment advisory skills.

Who you are

• You will be a certified professional. You are willing to complete Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH) and obtain Investment Representative (IR) licensing within 4 months of hire. Financial Services and/or Brokerage industry experience and working knowledge is required.

• You speak Mandarin and Cantonese. Youare fluent in English, Mandarin and Cantonese to serve our diverse client base.

• You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.

• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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]

• 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.

Expected End Date

2026-03-20

Job Location

Toronto-4110 Yonge Street

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Client Base, Client Relationship Building, Communication, Investments, Relationship Management, Sales

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