Full-Time

On-Site

Associate Investment Advisor CIBC Wood Gundy

CCanadian Imperial Bank of Commerce (CIBC)81 Bay Street, Toronto, Ontario0

Description

This role at CIBC Wood Gundy involves engaging in marketing and business development to attract and convert prospects into clients, deploying assets into suitable financial products, servicing clients, and supporting portfolio management through research, analysis, and strategy implementation.

What We're Looking For

Engage in marketing and business development activities to accumulate assets.

Identify, attract, and convert prospects into clients.

Deploy assets into suitable financial products based on client risk/reward tolerances.

Proactively service clients and address investment-related questions.

Support portfolio management through quantitative research and analysis.

Lead third-party manager due diligence and performance monitoring.

Assist in data analysis and implementation of investment strategies.

Build strong client relationships, network, and prospect effectively.

Provide mentorship and leadership within the investment team.

Develop investment plans and written proposals.

Analyze information/trends and apply to client circumstances.

Lead strategic investment decisions on allocated strategies and client engagements.

Focus on high-level portfolio management and business development.

Participate in seminars for clients and prospects.

Ideal Candidate

Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).

Portfolio Manager designation or Associate Portfolio Manager designation is required.

University degree within a related field/Industry related designation.

Portfolio management relevant experience.

Minimum Education

University degree within a related field/Industry related designation

Hard Skills

Business Development

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Proposal Writing

Results-Oriented

Soft Skills

Interpersonal skills

Relationship building skills

Networking

Leadership

Presentation skills

Problem-solving

Trust

Teamwork

Accountability

Authenticity

Work Hours

37.5 hours/week

Benefits

Competitive compensation

banking benefits

benefits program

defined benefit pension plan

employee share purchase plan

vacation offering

wellbeing support

MomentMakers (social

points-based recognition program)

Purpose Day (paid day off for growth and development)

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.

Client-focused

Inclusive

Collaborative

Innovative

Professional

View all jobs at Canadian Imperial Bank of Commerce (CIBC)

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