Investment Advisor
Investment Advisor
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Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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.
To learn more about CIBC please visit
What youll be doing
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 Investment Advisor you will use the tools provided by CIBC Wood Gundy to research investment products allowing them to make investment recommendations to prospects and clients. You will work within a team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions. You will apply extensive indepth knowledge and skills to deliver trusted investment advice by focusing on personalized solutions that achieve the clients financial goals applying an understanding of their current financial situation risk profile time horizon and other personal change factors. Investment Advisors are expected to build and maintain their own portfolio of highnetworth clients through various prospecting methods i.e. telemarketing networking seminars trade shows and various other sales and marketing tools/methods. You will have ownership of processes and milestones connecting people and networks drawing on the Banks broader team and supporting our community.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.
How youll succeed
Client Service Attract and develop a consistent client base. Using extensive knowledge of investment products and services prospect and identify individual client needs and opportunities. Analyze information/trends and apply it to individual client circumstances. Possess excellent time management and organization skills to meet multiple/tight deadlines in a highpressure environment.
Relationship BuildingDisplay high levels of interpersonal and relationship building skills in order to effectively network prospect and build strong positive and trusting client relationships. Nurture relationships with existing clients that would promote the natural referral of associates friends and family members.
Sales & MarketingDemonstrate welldeveloped interactive presentation skills to convey both factual and conceptual ideas to clients. Developed writing skills to prepare proposals and presentation/seminar material.
Investing Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.
Collaborating Participate in seminars for clients and prospects in collaboration with team members. Demonstrate welldeveloped interactive presentation skills to convey both factual and conceptual ideas to clients
Who you are
Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
You act like an owner. You thrive when youre empowered to take the lead go above and beyond and deliver results.
You give meaning to data. You enjoy investigating complex problems and making sense of information. Youre confident in your ability to communicate detailed information in an impactful way.
You have a degree/diploma within a related field/Industry related designation and/or relevant experience.
Youre a certified professional. You are currently registered as a Registered Representative with the Investment Industry Regulatory Organization of Canada (CIROID). You have current accreditation and good standing Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH).
Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
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 competitive compensation banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social pointsbased 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
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 attributebased 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
Toronto150 Bloor St W 5thEmployment Type
RegularWeekly Hours
37.5Skills
Business Development Client Service Customer Experience (CX) Financial Advising Investment Advising Portfolio Management ResultsOriented Wealth ManagementRequired Experience:
Unclear Seniority
Employment Type
Full-Time
