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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What you’ll 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 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, deploying assets into suitable financial products based on the client’s risk and reward tolerances and demographic profile.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.
At CIBC, we seek individuals who value innovation, collaboration, and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.
How you’ll succeed
Build trusted client relationships — Demonstrate strong interpersonal, networking, and relationship-management skills to develop meaningful connections with clients and prospects. Build credibility through thoughtful advice, responsiveness, and a high standard of client service.
Deliver research-driven investment insights — Prepare investment plans, portfolio recommendations, and written proposals for prospects and clients. Conduct rigorous research and analysis across equities, fixed income, ETFs, mutual funds, and external investment managers, applying market trends and due diligence findings to client portfolios and individualized investment strategies.
Apply analytics to client outcomes — Interpret financial, market, and portfolio data to identify opportunities, assess risk, and support evidence-based recommendations. Translate complex research and analytical findings into clear, actionable insights tailored to each client’s objectives.
Leverage advanced technology — Use AI-enabled research platforms, digital tools, and data infrastructure to enhance investment analysis, improve workflow efficiency, and elevate the client experience. Demonstrate strong proficiency in Excel, PowerPoint, and other technology tools used in portfolio analysis, reporting, and client reviews.
Collaborate and communicate effectively — Partner with team members to support seminars, client meetings, and prospecting activities. Present market perspectives, investment insights, and strategic recommendations with clarity and confidence, adapting both factual and conceptual information for a client audience.
Who you are
You’re a certified professional — You hold current accreditation and are in good standing as a Registered Representative (RR) with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
You are committed to professional growth — You have obtained, or are actively pursuing, the Certified Financial Planner (CFP) and/or Chartered Investment Manager (CIM) designation.
You bring relevant industry experience — You have a post-secondary degree or diploma and preferably 6+ years of experience in the investment industry.
You are analytical and detail-oriented — You bring strong research capabilities, sound judgment,…