Associate Investment Advisor CIBC Wood Gundy
Description
As an Associate Investment Advisor at CIBC Wood Gundy, you will be responsible for building and expanding client portfolios through relationship management, providing trusted investment advice, and delivering exceptional client service. Your role involves deploying assets into suitable financial products based on client risk tolerances and engaging in business development activities to attract and convert prospects into clients. You will proactively service clients and address their investment-related questions, making decisions on moderately complex issues to help clients achieve their financial goals.
What We're Looking For
Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.,Deploy assets into suitable financial products based on the client's risk/reward tolerances.,Engage in all marketing and business development activities designed to facilitate asset accumulation.,Identify, attract, and convert prospects into clients.,Proactively service clients and address investment-related questions.,Make decisions on moderately complex issues contributing to client experience and goal achievement.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Minimum Education
Postsecondary degree/diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s).
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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