Associate Investment Advisor, Wood Gundy

Join to apply for the Associate Investment Advisor, Wood Gundy role at CIBC Be among the first 25 applicants. CIBC’s Wood Gundy team is the full‑service brokerage division of CIBC, serving our high net worth clientele. As an associate investment advisor, you’ll build and maintain a portfolio of high net worth clients through prospecting, deliver tailored relationship‑management advice, and support clients toward their financial goals. How You'll Succeed Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and comprehensive financial planning support. Business development - Build connections, generate opportunities, and deliver bottom‑line results. Build and maintain investment plans based on the client’s profile and risk/reward tolerance. Relationship building - Display high levels of interpersonal and relationship‑building skills in order to network, prospect, and build strong trusting relationships. Investing - Develop investment plans and written proposals. Analyze information/trends and apply to individual client circumstances. Collaborating - Participate in seminars for clients and prospects, demonstrate good presentation skills. Who You Are You put clients first and engage with purpose. You act like an owner and thrive when you take the lead. You’re goal‑oriented and motivated by delivering results. Your influence matters; you inspire outcomes by sharing expertise. You look beyond the moment and seek new opportunities. You’re a certified professional with current Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Registered Representative (RR) licensing. Values matter; you bring your real self to work and live trust, teamwork, and accountability. What CIBC Offers Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers. State‑of‑the‑art workspace and technology. Purpose Day – a paid day to invest in growth and development. What You Need To Know CIBC is committed to an inclusive environment and provides an accessible candidate experience. Contact Mailbox.careers-carrieres@cibc.com for accommodations. CIBC is committed to clarity in hiring process. All posted roles are actively recruiting. You must be legally eligible to work at the specified location and have a valid work or study permit. Attribute‑based assessment and other skills tests may be required. AI tools are used during recruitment. Job Location 24 Harbourside Dr Unit 8, Wolfville, Nova Scotia, Canada Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Relations, Client Service, Customer Experience (CX), High Net Worth Individuals, Investment Advising, Investment Planning, Investments, Proposal Writing, Relationship Building, Relationship Management, Results‑Oriented Seniority Level Entry level Employment Type (Full‑time) Full‑time Job Function Finance and Sales Industry Banking #J-18808-Ljbffr