Investment Advisor, Wood Gundy Investment Center

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

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Wood Gundy Investment Centre (WGIC) is comprised of sales and service-oriented team that manages a smaller group of accounts nationally.  The Investment Advisor, WGIC, provides trusted investment advice and exceptional client service to establish and reach their financial and investment goals.    The role works within the 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. To successfully perform the work, you'll be on-site full-time Monday through Friday.

What You'll Be Doing

• 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, 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

Who You Are

• You're a certified professional. You have an undergraduate degree in Finance, Economic and/or a business related field.

• You have three+ years relevant business experience in the Wealth Management Industry.

• Required Industry Courses - Must have current accreditation in good standing for CIRO Registered Representative licensing requirements

• Additional financial accreditation or designations would be considered an asset (PFPC, CFP, CFA, CA, etc.)

• Well-developed investment and market knowledge to respond to detailed and moderately complex inquiries from a sophisticated and knowledgeable client groups.

• Well-developed relationship management skills in order to effectively build strong, positive and trusting client relationships

• Excellent self-discipline, time management and organization skills are required to meet multiple/tight deadlines

• 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

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• 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.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-

• 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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-161 Bay St., 10th

Employment Type

Regular

Weekly Hours

37.5

Skills

Customer Relationship Management (CRM), Equities, Fixed Income Investments, Investment Advising, Investment Products, Market Knowledge, Portfolio Reviews, Product Knowledge, Relation Building, Sales Services

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