Cibc
AssociateInvestmentAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Investment Advisor at Cibc. Skills: relationship management, investment advice, client service, business development. building and growing Wood Gundy client portfolios. deploying assets into suitable financial products based on the client’s risk/reward tolerances”
What You'll Achieve.
achieving their goals
Industry & Context.
problem solve client needs efficiently and effectively
legally eligible to work at the location(s) specified, valid work or study permit, complete an attribute-based assessment, other skills test (such as simulation, coding, French proficiency), use artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
postsecondary degree/diploma, 4 years of relevant experience, current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
What You'll Do.
building and growing Wood Gundy client portfolios
deploying assets into suitable financial products based on the client’s risk/reward tolerances
engaged in all marketing and business development activities
and converting prospects into clients
proactively service clients
address investment-related questions
make decisions on moderately complex issues that contribute to the client experience
How You'll Work.
Team & Collaboration
Participate in seminars for clients and prospects, in collaboration with team members.
Communication Scope
interactive 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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