Relationship-Focused Investment Advisor

CIBC; Laval (administrative region); Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Employee share purchase plan

Job summary

CIBC Wood Gundy in Montréal seeks an Associate Investment Advisor to grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. You will deploy assets into suitable financial products based on client risk tolerances and preferences.

At CIBC, you’ll engage in marketing, business development and client education activities while collaborating with team members to deliver results. Bilingual French/English required.

Qualifications

• University degree in a related field and/or industry designation.
• CIRO-ID accreditation is required; RR licensing is an asset.
• Experience in investment advisory or brokerage environment preferred.

Responsibilities

• Build and grow client portfolios through relationship management and trusted investment advice.
• Proactively service clients and address investment-related questions; deploy assets into suitable products.
• Participate in seminars and collaborate with team to attract and convert prospects.

Skills

Relationship Building

Investment Knowledge

Client Service

Bilingual (French/English)

Presentation Skills

Education

University degree in related field

Job description

CIBC Wood Gundy in Montréal seeks an Associate Investment Advisor to grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. You will deploy assets into suitable financial products based on client risk tolerances and preferences.

At CIBC, you’ll engage in marketing, business development and client education activities while collaborating with team members to deliver results. Bilingual French/English required.