Associate Investment Advisor - Wood Gundy
CIBC in Vancouver, BC
We're on a mission to build the relationship-focused bank of the future and we're looking for the passionate collaborators, innovators, advisors, and leaders who can get us there. Our distinct culture is built on a shared commitment to do what's right for our clients, our people, and our communities, and we strive for excellence in everything we do. Because life at CIBC is not only what you do, but how you do it.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
You'll play a key role on a team that goes above and beyond for their clients. As an Associate Investment Advisor, you'll build and maintain a portfolio of high net worth clients at CIBC Wood Gundy. You'll offer dedicated relationship management and tailored advice to support your clients as they work 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 providing comprehensive financial planning support. Proactively establish new client relationships through networking and continue to cultivate existing client relationships by understanding your clients' financial objectives.
Business Development - Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Build and maintain investment plans based on the client's profile and risk/reward tolerance. Leverage CIBC's wide range of investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
- Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who You Are
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
You look beyond the moment. You make decisions and take actions that will make a difference today and tomorrow. You proactively seek new opportunities to define what's possible.
You're a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Registered Representative (RR) licensing.
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, our people are our greatest asset. You'll become part of a diverse community that acknowledges everyone's unique talents, and empowers teams to do what's right for the client, and to do it well. As part of our team, you will:
Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
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 during the application or interview process, please contact Mailbox.firstname.lastname@example.org
- You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit
- This is a regular full time role with a schedule of 37.5 hours each week. Your hours will be based on Wood Gundy operations, and you may need to work days, evenings and weekends