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Associate Investment Advisor

2 months ago

Sarnia, Ontario, Canada CIBC Full time
About the Role

We are seeking a highly motivated and results-driven Associate Investment Advisor to join our team at CIBC Wood Gundy. As a key member of our team, you will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Investment Planning: Analyze clients' financial situations and develop personalized investment plans to achieve their goals.
  • Portfolio Management: Deploy assets into suitable financial products based on clients' risk and reward tolerances.
  • Business Development: Identify, attract, and convert prospects into clients through marketing and business development activities.
  • Client Service: Provide exceptional client service, address investment-related questions, and make decisions on moderately complex issues.
Requirements
  • Education: University degree in a related field or industry-related designation.
  • Accreditation: Current accreditation and good standing with the Canadian Securities Course and Registered Representative status.
  • Skills: Strong relationship-building skills, problem-solving abilities, and excellent communication skills.
  • Values: Trust, teamwork, and accountability.
About CIBC

CIBC is a leading financial institution that prioritizes its employees' goals and ambitions. We strive to create opportunities that allow you to grow and develop your skills. Our goal is to offer a career, not just a paycheck.

We offer a competitive salary, performance-based bonuses, comprehensive benefits, retirement plans, and employee stock purchase plans. We also provide opportunities for professional development, a supportive work environment, and a recognition program that rewards your contributions.