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Associate Investment Advisor Wood Gundy

Job in Toronto, Ontario, C6A, Canada
Listing for: CIBC
Full Time position
Listed on 2026-01-15
Job specializations:
  • Management
    Portfolio Manager
Job Description & How to Apply Below
Position: Associate Investment Advisor CIBC Wood Gundy

Overview

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

Responsibilities
  • 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.
Qualifications
  • 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.
How You’ll Succeed

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

What CIBC Offers
  • Competitive compensation, benefits program, defined benefit pension, employee share purchase plan, vacation, well‑being support, and Moment Makers recognition.
  • Technology and collaboration tools.
What You Need To Know
  • Legal eligibility to work in Canada required.
  • Link to review opportunities and accommodations.
Job Location

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

Employment Type

Full‑time, regular.

Weekly Hours

37.5 hours.

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

Entry level.

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Position Requirements
10+ Years work experience
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