The Investment Advisor, Wood Gundy Corporate Group, is accountable for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service
Job Summary
The Investment Advisor, Wood Gundy Corporate Group, is accountable for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
Work with clients to develop strong client relationships by understanding what is important to them and make personalized recommendations that fit their priorities.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.
Matching Summary
The Investment Advisor, Wood Gundy Corporate Group, is accountable for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
Skills & Requirements
Must-have
Client relationship management
Investment product research
Financial goal achievement
Market development analysis
Integrated wealth management
Nice-to-have
Empowered work environment
Meaningful impact
Values driven culture
Learning agility
Acting like an owner
Key Requirements
Postsecondary degree/diploma and/or 4 years experience