Associate Investment Advisor CIBC Wood Gundy

CIBC•London, ON

10d•Onsite

About The Position

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 an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged in all marketing and business development activities which are designed to facilitate the accumulation of assets, by identifying, attracting, and converting prospects into clients of the Team. You will proactively service clients and address investment-related questions. You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals, deploying assets into suitable financial products based on the client’s risk and reward tolerances and demographic profile. At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.

Requirements

Postsecondary degree/diploma and/or 4 years of relevant experience.
Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Strong relationship building skills.
Ability to problem solve client needs efficiently and effectively.

Nice To Haves

Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships.
Bring your real self to work, and live our values – trust, teamwork, and accountability.

Responsibilities

Building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
Deploying assets into suitable financial products based on the client’s risk/reward tolerances.
Engaging in marketing and business development activities to identify, attract, and convert prospects into clients.
Proactively servicing clients and addressing investment-related questions.
Making decisions on moderately complex issues that contribute to the client experience in achieving their goals.
Developing investment plans and written proposals for prospects and clients.
Analyzing information/trends and applying it to individual client circumstances.
Participating in seminars for clients and prospects, in collaboration with team members.
Demonstrating well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients.

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development