Associate Investment Advisor

CIBC • Burlington, ON

1d • 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

• Post-secondary degree/diploma
• 4+ years of relevant brokerage experience
• Certified professional
• 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

• Passionate about people
• Find meaning in relationships and surround yourself with a diverse network of partners
• Build trust through respect and authenticity
• Act like an owner
• Thrive when empowered to take the lead, go beyond, and deliver results
• Put clients first
• Values matter to you
• 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 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.
• 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 compensation
• Banking benefits
• A 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
• Education Level: Associate degree