Associate Investment Advisor CIBC Wood Gundy

Position: Associate Investment Advisor (commission only) CIBC Wood Gundy
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  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.comWhat you’ll be doing

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 and COI partners.

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 professional network.

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.

How you’ll succeed

Building relationships
- Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships.

Investing
- Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.

Collaborating
- Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients

Who you areYou’re a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization
- Investment Dealer (CIRO-). Hold or plan to pursue the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. You have a post-secondary degree/diploma and preferably 6 years or more of professional experience within the investment industry

You have meticulous attention to detail and strong problem solving and analytical skillsyou have highly developed client service skills

You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

You act like an owner. You thrive when you're empowered to take the lead, go beyond, and deliver results.

You put our clients first. You have strong relationship building skills and can problem solve client needs efficiently and effectively.

Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including…