Associate Investment Advisor Cibc Wood Gundy

CIBC

London, Canada
Competitive salary; incentive pyy; banking benefit...
Building and growing client portfolios
Deploying assets based on risk tolerance
Identifying and converting prospects to clients
The role focuses on building strong client relationships through dedicated relationship management and trusted investment advice

Job Summary

  • The role focuses on building strong client relationships through dedicated relationship management and trusted investment advice.
  • Candidates will be responsible for deploying assets into suitable financial products based on individual client risk and reward tolerances.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan as part of their comprehensive rewards package.

Matching Summary

The role focuses on building strong client relationships through dedicated relationship management and trusted investment advice.

Salary

Competitive salary; Incentive pay; Banking benefits and defined benefit pension plan

Skills & Requirements

Must-have

  • Building and growing client portfolios
  • Deploying assets based on risk tolerance
  • Identifying and converting prospects to clients
  • Conducting marketing and business development activities
  • Creating investment plans and written proposals

Nice-to-have

  • Strong interpersonal and relationship building skills
  • Interactive presentation skills for seminars
  • Passion for people and diverse networks
  • Ability to act like an owner
  • Commitment to trust, teamwork, and accountability

Key Requirements

  • Current accreditation as Registered Representative (RR) with CIRO-ID
  • Postsecondary degree/diploma or 4 years of relevant experience
  • Legal eligibility to work in Canada

Work Rights

Must have valid work or study permit if not a citizen

Tailored Resume

Cover Letter