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 an Investment Advisor Associate to join their dynamic team. This role focuses on building and managing client portfolios, providing tailored investment advice, and enhancing client experiences. Ideal candidates will possess strong networking and relationship-building skills, with a commitment to client success. This temporary position offers a chance to thrive in a fast-paced environment while contributing to the growth of the advisory team. If you're motivated to succeed and eager to enhance your investment advisory skills, this is the opportunity for you!

Benefits

Competitive compensation

Benefits

Wellbeing support

Social programs

Recognition

Qualifications

• Willing to complete Canadian Securities Course and obtain IR license within 4 months.
• Industry experience required with a client-first attitude.

Responsibilities

• Build and grow client portfolios through relationship management and investment advice.
• Identify opportunities and assist in creating investment plans aligned with client profiles.

Skills

Client Relationship Management

Communication

Investments

Sales

Networking

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Job description

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

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

Apply locations Toronto, ON | full-time | posted on Posted 3 Days Ago | End Date: May 14, 2025 | 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. The role includes client servicing responsibilities but primarily focuses on business development, marketing initiatives, and building internal and external referral networks. Success requires networking skills, a proactive relationship-building approach, professionalism, regulatory awareness, and a commitment to client success—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 client portfolios through relationship management, investment advice, and client service. You will work closely with Investment Advisors to manage portfolios and develop new business, engaging with high-net-worth clients to support, identify opportunities, and enhance their experience.

Note: The role requires on-site full-time work Monday to Friday.

How you’ll succeed

• Relationship building and networking skills: Generate opportunities, build connections, and achieve results. Ideal for an emerging Investment Professional with entrepreneurial spirit, community involvement, and strong networking skills.

• Client Engagement: Anticipate client needs, communicate proactively, and maintain detailed records. Responsible for onboarding new clients effectively.

• Business Development: Identify opportunities, support advisors, and assist in creating investment plans aligned with client profiles and risk tolerance.

• Relationship Building: Thrive in a fast-paced environment, attend community events, and grow your network for future opportunities.

• Career Development: Eager to enhance your investment advisory skills.

Who you are

• Certification: Willing to complete Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and obtain IR license within 4 months. Industry experience required.

• Languages: Fluent in English, Mandarin, and Cantonese to serve diverse clients.

• Client-first attitude: Focused on finding suitable solutions, going the extra mile.

• Motivated to succeed: Driven by goals and impact.

• Engaged and empathetic: Care about people, listen, and learn from others.

• Detail-oriented: Critical thinker, attentive to details.

• Values-driven: Live trust, teamwork, and accountability.

What CIBC Offers

Recognition, competitive compensation, benefits, wellbeing support, and social programs. Our spaces and technology foster innovation and collaboration.

*Subject to terms and conditions

Additional Information

• We are committed to inclusivity and accessibility. Contact [e-mail] for accommodations.
• Legal eligibility and permits required.
• Application may include assessments and tests.

Expected End Date: 2026-03-20

Location: Toronto-4110 Yonge Street

Employment Type: Temporary (Fixed Term)

Weekly Hours: 37.5

Skills: Client Relationship Management, Communication, Investments, Sales