Investment analyst Jobs in Kelowna, BC

Were building a relationship-oriented 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 Associate Investment Advisor you will deploy assets into suitable financial products based on the clients 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 clients 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.

The salary for this role is 100% commission based

How youll 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

Youre 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 youre 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.

You are educated. You have a university degree within a related field / Industry related designation and / or relevant experience.

Youre a certified professional. You have current accreditation and good standing with the Canadian Securities Course and current Registered Representative status.

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.

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 attribute-based 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

KelownaDolphin

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development Client Service Customer Experience (CX) Financial Advising Investment Planning Proposal Writing Results-Oriented

Required Experience :

IC

Key Skills

Close Protection,Commercial,FIDIC,Indoor Sales,E-Commerce

Experience : years

Vacancy : 1