Associate Investment Advisor- Bilingual

CIBC • Montreal, QC

5d • Hybrid

About The Position

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.

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 on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

• University degree within a related field/Industry related designation and/or relevant experience.
• Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• Financial Services and/or Brokerage industry experience.
• Working knowledge of various quotation equipment.
• Fluency in French and English.
• Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.

Nice To Haves

• Registered Representative (RR) licensing.

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 all marketing and business development activities designed to facilitate the accumulation of assets by identifying, attracting, and converting prospects into clients of the Team.
• Proactively servicing clients and addressing investment-related questions.
• Making 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.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level