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Associate Investment Advisor

2 months ago

London, Ontario, Canada CIBC Full time

**About CIBC**

CIBC est une banque axée sur les relations qui se concentre sur la satisfaction de ses clients. Nous recherchons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

**Votre rôle**

En tant que membre de CIBC Wood Gundy, vous serez responsable de la croissance et du développement des portefeuilles de clients de Wood Gundy grâce à une gestion de relations dédiée, des conseils d'investissement de confiance et un service client exceptionnel. En tant qu'Associate Investment Advisor, vous déploierez les actifs dans des produits financiers appropriés en fonction des tolérances de risque/reward des clients. Vous serez impliqué dans toutes les activités de marketing et de développement commercial conçues pour faciliter l'accumulation d'actifs, en identifiant, en attirant et en convertissant les prospects en clients de l'équipe. Vous serez chargé de servir les clients et de répondre à leurs questions liées aux investissements. Vous prendrez des décisions sur des questions complexes qui contribuent à l'expérience client dans la réalisation de leurs objectifs, en déployant les actifs dans des produits financiers appropriés en fonction des tolérances de risque et de récompense des clients et de leur profil démographique.

**Comment réussir**

  • **Construire des relations** - Développer des compétences exceptionnelles en matière de relations interpersonnelles et de construction de relations pour établir des réseaux, attirer des prospects et construire des relations solides et de confiance avec les clients.
  • **Investir** - Développer des plans d'investissement et des propositions écrites pour les prospects et les clients. Analyser des informations et des tendances et les appliquer aux circonstances individuelles des clients.
  • **Collaborer** - Participer à des séminaires pour les clients et les prospects, en collaboration avec les membres de l'équipe. Démontrer des compétences de présentation interactives bien développées pour transmettre des informations factuelles et conceptuelles aux clients.

**Qui vous êtes**

  • **Vous êtes un professionnel certifié** - Vous avez trois à cinq ans d'expérience dans l'industrie de la gestion de patrimoine avec trois ans ou plus en tant que représentant enregistré, avec votre cours canadien sur les valeurs mobilières (CSC), le manuel de conduite et de pratiques (CHP).
  • **Vous êtes passionné par les gens** - Vous trouvez du sens dans les relations et vous vous entourez d'un réseau diversifié de partenaires. Vous construisez la confiance par le respect et l'authenticité.
  • **Vous agissez comme un propriétaire** - Vous prospérez lorsque vous êtes autorisé à prendre la tête, à aller au-delà et à livrer des résultats.
  • **Vous mettez nos clients en premier** - Vous avez des compétences exceptionnelles en matière de construction de relations et pouvez résoudre efficacement et efficacement les besoins des clients.
  • **Vous êtes éduqué** - Vous avez un diplôme universitaire dans un domaine connexe ou une désignation liée et/ou une expérience pertinente.
  • **Les valeurs sont importantes pour vous** - Vous apportez votre vrai soi au travail et vous vivez nos valeurs - confiance, travail d'équipe et responsabilité.

**Ce que la Banque CIBC vous offre**

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu'employé, nous nous efforçons de créer des occasions qui vous permettront d'exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

  • Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
  • Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
  • Nous favorisons une culture qui encourage l'expression de vos ambitions au moyen d'initiatives comme la journée Raison d'être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.