Cibc

Financial Services

AssociateInvestmentAdvisor

CA$75–110k ~AI est. Burlington, Ontario, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Investment Advisor at Cibc. Skills: Relationship building, Investment planning, Client acquisition. Build and grow client portfolios. Provide trusted investment advice”

Industry & Context.

Financial Services
Problems you'll solve

Problem solve client needs

What They're Looking For.

Must Have

4+ years brokerage experience, Registered Representative (RR) with CIRO-ID

What You'll Do.

Build and grow client portfolios

Provide trusted investment advice

Deliver exceptional client service

Deploy assets into financial products

and convert prospects

Proactively service clients

Address investment-related questions

Make decisions on client issues

How You'll Work.

Team & Collaboration

Collaborate with team members

Communication Scope

Presentation skills

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged in all marketing and business development activities which are designed to facilitate the accumulation of assets, by identifying, attracting, and converting prospects into clients of the Team. You will proactively service clients and address investment-related questions. You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals, deploying assets into suitable financial products based on the client’s risk and reward tolerances and demographic profile. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview._ **How you’ll succeed** * **Building relationships -** Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships. * **Investing -** Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances. * **Collaborating -** Participate in seminars for clients and prospects,

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