Associate Investment Advisor Cibc Wood Gundy

CIBC Wood Gundy

London, United Kingdom
Relationship management
Investment advice
Client service
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

  • 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 and we aspire to give you a career, rather than just a paycheck.

Matching Summary

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

  • Relationship management
  • Investment advice
  • Client service
  • Business development activities
  • Asset deployment

Nice-to-have

  • Passionate about people
  • Act like an owner
  • Put clients first
  • Values matter

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • Registered Representative (RR) with CIRO-ID
  • Legally eligible to work in the UK

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter