Associate Investment Advisor- Financial Planning

4 weeks ago

Sarnia ON, Canada Canadian Imperial Bank of Commerce Full time

Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy
Apply locations Sarnia, ON time type Full time posted on Posted 9 Days Ago job requisition id 2409259 We’re building a relationship-oriented bank for the modern world. 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. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. 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. You will proactively service clients and address investment-related questions. You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals, deploying assets into suitable financial products based on the client’s risk and reward tolerances and demographic profile.
Building relationships - Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships.
Investing - Develop investment plans and written proposals for prospects and clients. You find meaning in relationships and surround yourself with a diverse network of partners. You have strong relationship building skills and can problem solve client needs efficiently and effectively.
You have a university degree within a related field/Industry related designation and/or relevant experience.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, 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.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Business Development, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, Results-Oriented Similar Jobs (1)
Client Associate CIBC Wood Gundy
locations Sarnia, ON time type Full time posted on Posted 30+ Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

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