Associate Investment Advisor (commission only) CIBC Wood Gundy

CIBC • London, ON

1d • 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.
To learn more about CIBC, please visit CIBC.com

Requirements

• Certified professional with current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) and Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
• Post-secondary degree/diploma
• Meticulous attention to detail
• Strong problem solving and analytical skills
• Highly developed client service skills
• Passionate about people. Finds meaning in relationships and surrounds themselves with a diverse network of partners. Builds trust through respect and authenticity.
• Acts like an owner. Thrives when empowered to take the lead, go beyond, and deliver results.
• Puts clients first. Has strong relationship building skills and can problem solve client needs efficiently and effectively.
• Values matter. Brings their real self to work, and lives values – trust, teamwork, and accountability.
• Legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.

Nice To Haves

• Preferably 6 years or more of professional experience within the investment industry

Responsibilities

• Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and CIBC more broadly
• Nurture and manage valuable relationships with Centers of Influence (COIs) and CIBC partners.
• Identifies new business opportunities and acquires referrals from existing book of business.
• Help build and execute business plans, Wealth Management objectives and client service plans
• Support the IA by identifying and assisting growth of new business opportunities, the achievement of business development, revenue, referral, retention, and compliance targets.
• Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement (IPS), asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Drives new sales results through referrals and personal network.

Benefits

• Competitive compensation
• Banking benefits
• A benefits program
• Defined benefit pension plan
• Employee share purchase plan
• A 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