Investment Advisor, Wood Gundy

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.

To learn more about CIBC, please visit CIBC.com

The Investment Advisor, Wood Gundy Corporate Group, is accountable for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.

The role works within a team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions.

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.

The base salary range for this role is $84,960.00 - 127,590.00 CAD Annual

Key Accountabilities :

• Work with clients to develop strong client relationships by understanding what is important to them and make personalized recommendations that fit their priorities
• Work regularly and collaboratively with partners / advisors across CIBC to provide specialized advice and ensure the delivery of the integrated wealth offer
• Deliver trusted investment advice by focusing on personalized solutions in order to achieve the client's financial goals - Understanding their current financial situation, risk profile, time horizon and other personal change factors
• Proactively establish, develop and strong maintain strong client relationships through regular contact, providing timely value add information by considering the latest market developments, the economy and the investment industry
• Leverage technology to deliver a consistent client experience and encourage self-directed client administrative activity through user-friendly CIBC interfaces
• Research a broad range of investment products and services, such as individual equities, fixed-income offerings of all types, a variety of managed products, third-party investments, insurance as well as other comprehensive solutions to make informed recommendations to prospects and clients
• Ensure client issues and concerns are dealt with appropriately, escalating issues to Wood Gundy Branch Manager as required
• Conduct regular portfolio reviews, by self and with the team, maintain regular contact with clients to discuss investment options, financial goals, and to solicit appropriate new products / services and to ensure client information is current on KYC
• Attend regular training programs / knowledge sessions to develop and maintain relevant product and market knowledge, learn new techniques and skills and ensure completion of Continuing Education Credits required for IIROC license maintenance

Knowledge and Skills :

• 5+ years of sales and client service experience within the investment / financial services industry
• Undergraduate degree in Finance, Economic and / or a business related field
• Additional financial accreditation or designations would be considered an asset (PFPC, CFP, CFA, CA, etc.)
• Well-developed investment and market knowledge to respond to detailed and moderately complex inquiries from a sophisticated, knowledgeable and high net-worth client group
• Understanding of economic and political impacts on the business, changes in legislation, competitors, regulators, trends etc.
• Well-developed relationship management skills in order to effectively network, prospect and build strong, positive and trusting client relationships
• Interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion (e.

g., making presentations to clients on complex investment solutions / issues)

• Excellent self-discipline, time management and organization skills are required to meet multiple / tight deadlines in a high-pressure environment
• Well-developed writing skills sufficient to prepare proposals and presentation / seminar material.
• Excellent communication skills to resolve conflict and effectively partner with internal and external partners
• Demonstrated learning agility with an ability to understand sophisticated client needs and build tailored solutions that fits with client's priorities
• Proficiency and working knowledge of PC software applications including advanced knowledge of Microsoft Office suite of products

Required Industry Courses

Must have current accreditation in good standing a Registered Representative for IIROC licensing requirements.

Cross-Functional Relationships

• Regulator interaction with colleagues within the CIBC Wood Gundy branch for purposes of sales and operational support.
• Regulator interaction partners across the organization for purposes of customized solutions, information sharing and clarification relative to product, service or processes.

Compliance Requirements / Responsibilities

As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.

Authorities / decisions Rights

As a key contributor to a branch, this job has the authority to recommend products and services to clients given the appropriate levels of licensing have been achieved.

Job Dimensions

Sales targets relative to documented business plan.

Job Complexities / Challenges

• Working with a high level of independence to achieve objectives but, within the mandate set by Managing Director, PWM & WG and under the day-to-day guidance coaching and sales leadership of the WG Branch Manager for the region for escalation and closing large deals
• Accommodating the diverse needs of a highly demanding affluent client base without compromising ethical and business standards
• Negotiating, influencing and building relationships within internal and external referral sources to develop new business
• Understanding and keeping current on compliance and regulatory considerations on activity
• Identifying and pursuing a target market in a highly competitive market place
• Analyzing new issues, frequently under time constraints, correctly assessing their potential and making accurate decisions with potential for high financial impact.
• Correctly analyzing the economic and political impact on market activity and client portfolios.
• Juggling of competing priorities in a fast paced environment.

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 a competitive salary, incentive pay, 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.
• Subject to plan and program terms and conditions

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 M redacted

• 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

Vancouver-1055 Dunsmuir-2500

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Portfolio Management, Results-Oriented, Wealth Management