CIBC Wood Gundy
AssociateInvestmentAdvisor
“Associate Investment Advisor at CIBC Wood Gundy. Skills: Relationship management, Investment advice, Client service, Business development. Building and growing Wood Gundy client portfolios. Providing dedicated relationship management”
What You'll Achieve.
Achieving client goals
Industry & Context.
Problem solve client needs efficiently and effectively
Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
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)
What You'll Do.
Building and growing Wood Gundy client portfolios
Providing dedicated relationship management
Offering trusted investment advice
Delivering exceptional client service
Deploying assets into suitable financial products based on client's risk/reward tolerances
Engaging in marketing and business development activities
and converting prospects into clients
Proactively servicing clients
Addressing investment-related questions
Making decisions on moderately complex issues that contribute to 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
Applying for this Associate Investment Advisor role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about CIBC Wood Gundy?
Real rants from real employees. Read before you apply.