What you’ll be doingAs 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. As an Investment Advisor you will use the tools provided by CIBC Wood Gundy to research investment products, allowing them to make investment recommendations to prospects and clients. You will work within a team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions. You will apply extensive in-depth knowledge and skills to deliver trusted investment advice by focusing on personalized solutions that achieve the client’s financial goals, applying an understanding of their current financial situation, risk profile, time horizon and other personal change factors. Investment Advisors are expected to build and maintain their own portfolio of high-net-worth clients through various prospecting methods, i.e., telemarketing, networking, seminars, trade shows and various other sales and marketing tools/methods. You will have ownership of processes and milestones, connecting people and networks, drawing on the Bank’s broader team and supporting our community.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.
How you’ll succeed
- Client Service– Attract and develop a consistent client base. Using extensive knowledge of investment products and services, prospect and identify individual client needs and opportunities. Analyze information/trends and apply it to individual client circumstances. Possess excellent time management and organization skills to meet multiple/tight deadlines in a high-pressure environment.
- Relationship Building–Display high levels of interpersonal and relationship building skills in order to effectively network, prospect and build strong, positive and trusting client relationships. Nurture relationships with existing clients that would promote the natural referral of associates, friends and family members.
- Sales & Marketing–Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients. Developed writing skills to prepare proposals and presentation/seminar material.
- Investing – Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.
- Collaborating – Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients
Who you are
- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- You have a postsecondary degree/diploma and/or 4 years of relevant experience.
- You are a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
What CIBC Offers
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. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
Job Location
500 Centre Street SE
Employment Type
Regular
Weekly Hours
37.5
Skills
Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Portfolio Management, Results-Oriented, Wealth Management
