What You'll be doing:

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. The role works within a team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions.

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.

The expected annualized base salary range for this role is $92,490 to $127,200.

The base salary is determined by a variety of factors, including the candidate's skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

Key Accountabilities:

• Work with clients to develop strong client relationships by understanding what is important to them and make personalized recommendations that fit their priorities
• Work regularly and collaboratively with partners/advisors across CIBC to provide specialized advice and ensure the delivery of the integrated wealth offer
• Deliver trusted investment advice by focusing on personalized solutions in order to achieve the client's financial goals - Understanding their current financial situation, risk profile, time horizon and other personal change factors
• Proactively establish, develop and strong maintain strong client relationships through regular contact, providing timely value add information by considering the latest market developments, the economy and the investment industry
• Leverage technology to deliver a consistent client experience and encourage self-directed client administrative activity through user-friendly CIBC interfaces
• Research a broad range of investment products and services, such as individual equities, fixed-income offerings of all types, a variety of managed products, third-party investments, insurance as well as other comprehensive solutions to make informed recommendations to prospects and clients
• Ensure client issues and concerns are dealt with appropriately, escalating issues to Wood Gundy Branch Manager as required
• Conduct regular portfolio reviews, by self and with the team, maintain regular contact with clients to discuss investment options, financial goals, and to solicit appropriate new products/ services and to ensure client information is current on KYC
• Attend regular training programs/knowledge sessions to develop and maintain relevant product and market knowledge, learn new techniques and skills and ensure completion of Continuing Education Credits required for IIROC license maintenance

Knowledge and Skills:

• Well-developed investment and market knowledge to respond to detailed and moderately complex inquiries from a sophisticated, knowledgeable and high net-worth client group
• Understanding of economic and political impacts on the business, changes in legislation, competitors, regulators, trends etc.
• Well-developed relationship management skills in order to effectively network, prospect and build strong, positive and trusting client relationships
• Interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion (e.g., making presentations to clients on complex investment solutions / issues)
• Excellent self-discipline, time management and organization skills are required to meet multiple/tight deadlines in a high-pressure environment
• Well-developed writing skills sufficient to prepare proposals and presentation/seminar material.
• Excellent communication skills to resolve conflict and effectively partner with internal and external partners
• Demonstrated learning agility with an ability to understand sophisticated client needs and build tailored solutions that fits with client's priorities
• Proficiency and working knowledge of PC software applications including advanced knowledge of Microsoft Office suite of products

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).
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.

Job Location
London-255 Queens, 2200

Employment Type
Regular

Weekly Hours
37.5

Skills
Business, Business Development, Client Relations, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Portfolio Management, Relationship Management, Results-Oriented, Wealth Management