Wealth Advisor & Relationship Architect

CIBC; Calgary; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC Wood Gundy is seeking an Investment Advisor to build and grow customized client portfolios through trusted investment advice and exceptional service. You will research products, make informed recommendations, and deliver tailored wealth management solutions designed to meet clients’ financial goals and risk profiles.

You will cultivate a high-net-worth client base via prospecting, seminars, and referrals, while collaborating with the team to deliver integrated solutions.

Qualifications

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Strong investment knowledge and client-service orientation.
• Registered status and CIRO-ID accreditation are preferred.

Responsibilities

• Build and grow Wood Gundy client portfolios through relationship management and exceptional client service.
• Research investment products and provide informed recommendations to clients and prospects.
• Deliver integrated wealth management solutions tailored to client goals and risk profiles.
• Manage high-net-worth client relationships and opportunities through networking and referrals.

Skills

Business Development

Client Service

Customer Experience

Financial Advising

Investment Advising

Portfolio Management

Results-Oriented

Wealth Management

Education

Postsecondary degree/diploma or 4 years relevant experience

Job description

CIBC Wood Gundy is seeking an Investment Advisor to build and grow customized client portfolios through trusted investment advice and exceptional service. You will research products, make informed recommendations, and deliver tailored wealth management solutions designed to meet clients’ financial goals and risk profiles.

You will cultivate a high-net-worth client base via prospecting, seminars, and referrals, while collaborating with the team to deliver integrated solutions.