At a Glance
- Tasks: Build and grow client portfolios through relationship management and investment advice.
- Company: Join CIBC Wood Gundy, a modern, relationship-oriented bank.
- Benefits: Competitive pay, banking perks, wellness support, and career development opportunities.
- Other info: Inclusive culture that values your unique strengths and ambitions.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Post-secondary degree and 4+ years in brokerage; must be a certified professional.
The predicted salary is between 54000 - 66000 £ per year.
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.
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 Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will 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. You will proactively service clients and address investment-related questions. You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals.
How you’ll succeed:
- Building relationships - Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships.
- 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 well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients.
Who you are:
- You have a post secondary degree/diploma and 4+ years of relevant experience in the brokerage space.
- 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-ID).
- 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.
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, 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.
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-carrieres@cibc.com.
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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.
Associate Investment Advisor CIBC Wood Gundy (Commission only) in London employer: CIBC Bank
CIBC is an exceptional employer that prioritises your professional growth and well-being, offering a supportive work culture where your strengths and ambitions are recognised. With competitive compensation, comprehensive benefits, and unique initiatives like Purpose Day for personal development, CIBC empowers you to make a meaningful impact while working with high net worth clients in a dynamic environment. Join us in London, where collaboration and innovation thrive, and be part of a team that values trust, teamwork, and accountability.
