Associate Investment Advisor

CIBC

Toronto, Canada
Building and growing client portfolios
Trusted investment advice
Exceptional client service
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

Job Summary

  • 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.
  • 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.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

Matching Summary

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.

Skills & Requirements

Must-have

  • building and growing client portfolios
  • trusted investment advice
  • exceptional client service
  • marketing and business development activities
  • proactively service clients

Nice-to-have

  • relationship-oriented bank
  • embrace your strengths and ambitions
  • meaningful impact and are truly valued
  • passionate about people
  • act like an owner

Key Requirements

  • postsecondary degree/diploma and/or 4 years relevant experience
  • current accreditation as Registered Representative (RR)
  • good standing with CIRO-ID
  • legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter