Investment Advisor at CIBC Wood Gundy
Job in
Vancouver, BC, Canada
Listed on 2026-06-26
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio Manager
Job Description & How to Apply Below
As an Associate Investment Advisor at CIBC, you will play a crucial role in managing and growing client portfolios with a focus on risk management. Your expertise in analyzing trends will aid in crafting personalized investment strategies that resonate with clients’ goals. Collaboration with team members and effective client outreach will be integral to succeed in this position.
Key Responsibilities:
• Manage and grow Wood Gundy client portfolios
• Create written investment proposals based on analysis
• Engage clients in seminars and presentations
• Respond proactively to client investment questions
• Collaborate with the team to increase client acquisition
Requirements:
• Post-secondary degree or diploma essential
• 4 years of investment advisory experience preferred
• Valid accreditation as Registered Representative (RR)
• Effective communication and networking skills
• Client-first approach to service
Join CIBC and leverage your investment expertise to foster lasting client success in Vancouver.
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