Investment Advisor, Wood Gundy

CIBC World Markets; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution is seeking an Investment Advisor to manage and grow high-net-worth client portfolios in Toronto. The ideal candidate will excel in relationship management, possess a strong understanding of investment solutions, and have the ability to build a client base. Competitive compensation and professional development opportunities are offered in a dynamic work environment.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Wellness support

Purpose Day for personal growth

Qualifications

• Empowered to take lead and exceed in client relationship management.
• Experience with portfolio management of high-net-worth clients.
• Ability to demonstrate strong interpersonal skills.

Responsibilities

• Build and manage Wood Gundy client portfolios.
• Conduct in-depth investment product research.
• Deliver tailored financial solutions and advice.

Skills

Client Service

Relationship Building

Sales & Marketing

Investing

Collaboration

Education

Degree/Diploma related to finance

Registered Representative with CIRO-ID

Good standing CSC and CPH

Job description

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What you'll be doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. You will use the tools provided by CIBC Wood Gundy to research investment products and make recommendations to prospects and clients. You will work within a team focused on delivering an integrated wealth management offer, providing tailored financial solutions. You will leverage your knowledge and skills to deliver trusted investment advice, focusing on personalized solutions that align with clients' financial goals, current financial situation, risk profile, and time horizon. Investment Advisors are expected to build and maintain their own portfolios of high-net-worth clients using various prospecting methods such as telemarketing, networking, seminars, trade shows, and other sales and marketing tools. You will own processes and milestones, connecting people and networks, drawing on the bank's broader team to support our community.

At CIBC, we enable an optimal work environment for you to thrive. Details on your work arrangement will be discussed during your interview.

How you'll succeed

Client Service: Attract and develop a consistent client base by understanding individual needs and opportunities, analyzing trends, and managing time effectively in a high-pressure environment.

Relationship Building: Network, prospect, and build strong, trusting client relationships, nurturing existing relationships for referrals.

Sales & Marketing: Use presentation skills to convey ideas and prepare proposals and seminar materials.

Investing: Develop investment plans and proposals, analyzing information to suit client circumstances.

Collaborating: Participate in seminars and team collaborations, demonstrating effective communication skills.

Who you are

You value trust, teamwork, and accountability. You act like an owner, thrive when empowered, and enjoy analyzing complex problems and communicating detailed information confidently. You have a related degree/diploma or relevant experience, and are currently registered as a Registered Representative with the Investment Industry Regulatory Organization of Canada, with current accreditation including CSC and CPH.

What CIBC Offers

We prioritize your goals, recognizing you with competitive compensation, benefits, a pension plan, share purchase plan, vacation, wellbeing support, and recognition programs. Our spaces and tools foster collaboration and innovation. We support your growth through initiatives like Purpose Day, a paid day off for personal development.

What you need to know

CIBC is committed to inclusion and accessibility. If you need accommodations, please contact us. You must be legally eligible to work at the specified location(s). We may require assessments or tests as part of the process. We look forward to learning about what you have to offer and sharing more about us.

Job Location: Toronto-200 King St. W. 8th

Employment Type: Regular

Weekly Hours: 37.5

Skills

Banking Operations, Coaching, Customer Experience, Customer Service, Office Administration, People Management, Performance Management, Prioritization, Transaction Banking

Required Experience: Unclear Seniority

Key Skills: Close Protection, Commercial, FIDIC, Indoor Sales, E-Commerce

Experience: years

Vacancy: 1