Associate Investment Advisor Wood Gundy

Overview

Join as an Associate Investment Advisor at CIBC Wood Gundy. Build relationships, develop investment plans, and support portfolio management.

• Engage in marketing and business development activities to attract and convert prospects.
• Deploy assets into suitable financial products based on client risk/reward tolerances.
• Proactively service clients and address investment‑related questions.
• Support portfolio management through research, analysis, and due diligence.

• Certified professional with current accreditation as a Registered Representative (RR) with CIRO‑.
• Portfolio Manager designation or Associate Portfolio Manager required.
• University degree in a related field and portfolio management experience.
• Strong relationship‑building, problem‑solving, and ownership mindset.

Building relationships, investing expertise, and collaboration are essential. You will mentor team members, develop investment plans, and deliver high‑level portfolio management.

• Competitive compensation, benefits program, defined benefit pension, employee share purchase plan, vacation, well‑being support, and Moment Makers recognition.
• Technology and collaboration tools.

• Legal eligibility to work in Canada required.
• Link to review opportunities and accommodations.

Toronto, 200 King St. W., 18th floor.

Full‑time, regular.

37.5 hours.

• Business Development, Client Service, Customer Experience, Financial Advising, Investment Planning, Proposal Writing, Results‑Oriented.

Entry level.