Associate Investment Advisor CIBC Wood Gundy

What You’ll Be Doing

As an Associate Investment Advisor, you will join CIBC Wood Gundy and be engaged in all marketing and business development activities which are designed to facilitate the accumulation of assets, by identifying, attracting and converting prospects into clients of the Team. The Associate Investment Advisor also deploys assets into suitable financial products based on the client’s risk/reward tolerances. You will proactively service clients and address investment related questions.

You will support portfolio management through quantitative research and analysis as well as lead third-party manager due diligence and performance monitoring. You will assist in data analysis and the implementation of investment strategies.

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.

• Building relationships - Display high levels of interpersonal and relationship building skills in order to effectively network, prospect, and build strong and trusting client relationships. Provides mentorship and leadership within the investment team.
• Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances. Leads strategic investment decisions on allocated strategies and client engagements. Focuses on high-level portfolio management and business development.
• Collaborating - Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients

• You’re a certified professional . You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-).
• Portfolio Manager designation or Associate Portfolio Manager designation is required.
• You are educated. You have a university degree within a related field/Industry related designation and portfolio management relevant experience.
• You’re passionate about people
  . You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You act like an owner
  . You thrive when you're empowered to take the lead, go beyond, and deliver results.
• You put our clients first
  . You have strong relationship building skills and can problem solve client needs efficiently and effectively.
• Values matter to you
  . You bring your real self to work, and you live our values – trust, teamwork, and accountability.
• You’re passionate about people
  . You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
• You put our clients first. You have strong relationship building skills, and are able to problem solve client needs efficiently and effectively.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

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 Moment Makers, 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